CRM-LMS integration has been doing the rounds in the corporate sector for quite some time now. In companies with diverse HR landscape, this type of integration is crucial for its strategic success. This strategic success is spoken of from the point of view of sales. However, for the grand realization of this chimera, the organization has to make sure that sales department staff or those who will be operating the CRM-LMS alliance are properly trained to make the entire thing tick.
Before finding the answer to the salesforce lms integration, let’s get down to quickly understand Salesforce’ red tape. Salesforce works on a very simple modus operandi. It starts with the sales representative taking in the new customer and thereby changing the opportunity stage to ‘Closed-Won’, while handing him over to the customer success manager. Eventually, the customer success manager creates invites for the customer, while setting up on-boarding e-learning sessions for them.
In this phase, there can be lags at two different levels-
1) The entire process of handing-taking causes delays in the customer to get started
2) It simply adds on to the manual steps the company has to undertake.
However, with salesforce lms integration, this process gets automated. It helps you pre-set a workflow trigger that’ll automatically start when a certain opportunity stage is selected or a certain case status is changed. If the automated step will happen without the need of any further human intervention. Hereafter, the customer or the learner will receive the instructions and would be able to get started right away. And all this can be achieved easily without the sales team, customers and partners without having to leave the Salesforce platform. The result? You’ll backpedal better training completion and higher sales productivity! So, it can be said salesforce lms is definitely not a washout, if not a wedlock!
The best part about salesforce lms integration is that learners don’t have to leave the Salesforce platform to undertake training. Everything is readily available on the salesforce lms platform and gets sourced in seconds, with just one click…! And the seamless end-user experience boosts learning engagement levels and productivity. Hence, it can be said that salesforce lms integration is a win-win for sales teams and their learning organization.
Paradiso LMS is a feature rich and easy to use learning management system. By integrating it with world´s best CRM, Salesforce, you will get an unbeatable edge over your competition.
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If you are interested to know more about Salesforce LMS, we are conducting a Webinar on Salesforce based LMS for Sales/Employee/Partner/Customer Training on Oct 10, 2017 12:00 PM in EST
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