The Best Training Strategy for New SaaS Users
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The Best Training Strategy for New SaaS Users by iridize
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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
iridize.com
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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Walkthrough
Guides
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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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Video
Training
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Seeing the new
system in action
before first login
can be helpful.
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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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Desktop
Sharing Tools
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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.
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Ask us more
about iridize’s
onboarding solutions.
Why Iridize Mobile? We Hope That Was Helpful!
Learn more about onboarding solutions at iridize.com Or request a demo at [email protected]
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