The Best Training Strategy for New SaaS Users

Post on 08-May-2015

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Is your service the simplest to onboard EVER? Maybe. Your SaaS users will still need some basic training to help them master a few basic skills to get started. Get your training strategy together before you start onboarding SaaS users.

Transcript of The Best Training Strategy for New SaaS Users

The Best Training

Strategy for New SaaS

Users by iridize

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Forming a good SaaS training strategy

prior to implementation is a critical

part of user adoption.

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Even the SaaS platform with the

most intuitive UI requires some

familiarizing for successful

employee onboarding.

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Your employee training program should

employ a combination of:

• Training videos

• Hands-on walkthrough guides

• Presentations

• Instructor led classes

• Remote sharing tools.

Some methods to focus on:

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Hands-on walkthrough

guides walk your users

through a workflow,

step-by-step. Boost your

onboarding efforts by

adding Mini-Conversion

goals and measuring

walkthroughs’ success.

Ask us how. Img source: luigi diamanti @ FreeDigitalPhotos.com

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How it works:

• Personalized walkthroughs can be

tailored to individual users or user

groups

• Users can activate and pause the guide

at their convenience

• The guides can be formatted and

customized to contain videos, images

and more.

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While videos are less interactive,

they provide the benefit of a live

presentation of features and

workflows.

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Today’s desktop sharing

applications allow quick

and easy remote screen-

sharing and

collaboration.

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Benefits:

• Reduced expenses on training

• No need to travel, sessions can be broken

down into less hours at a time

• Advantages of personal, one-on-one full

attention to trainee

• Sharing can go both ways, giving trainee a

chance to practice as part of the training

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Utilizing a combination of SaaS

training methods including

walkthrough guides, desktop sharing

tools, and video training provides a

good onboarding experience and

ensures employees receive the

knowledge they need to be successful

with the new platform.

Why Iridize Mobile? We Hope That Was Helpful!

Learn more about onboarding solutions at iridize.com Or request a demo at contact@iridize.com

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