Discover the Best Training Strategies for New SaaS Users

Forming a good SaaS training strategy prior to implementing a new software platform is a critical part of planning the implementation.

Even SaaS platforms that are relatively easy to learn require employee training for successful onboarding. Through SaaS training, new users learn how the platform works and how to use it to do their jobs. A good employee onboarding program acclimates users to the new platform and helps them overcome their fear of change. It shows them how they will use the new system to do their jobs, where to find help when they need it, and how it may affect their work flow.


Most importantly, employee onboarding vests the new users in the platform and makes them a part of the successful implementation. The employee training program should employ a combination of training methods including training videos, presentations, instructor led classes, remote sharing tools, and hands-on walkthrough guides.


best training strateges new saas users

Walkthrough Guides

Hands-on walkthrough guides step users through a process. Typically they take a specific work function and show users how to perform it step-by-step from start to finish.

This method of employee training is successfully implemented when users have had other types of SaaS training that introduce them to the platform and give them a working foundation of knowledge. Customizing walkthrough guides for various roles ensures users have the information they need, when they need it.


How it works – users new to a SaaS platform arrive at a screen for the first time and the walkthrough guide appears automatically to step them through the process. Later, they can access the guide with a single click if they need it. This type of hands-on training is more far more effective than instructor-led training alone, and is also more affordable than other types of standard or customized training.

Video Training

Prior to their first use of a new software platform, users should see the system features and have a general idea of how the platform works and how it will affect their job.


Video training combines instructor-led classes and graphic imaging. Videos can show the system in use and provide an overview that familiarizes new users with the software. After the system is implemented and they begin using the new platform, the knowledge gained in the SaaS training videos helps them integrate the new platform with their job role.


Training videos start new users off on the right foot and supplement more specific training later in the training process.

Desktop Sharing Tools

Another tool for employee training and onboarding is remote desktop sharing. Once mainly a means of providing desktop support, advances in speed and features have turned desktop sharing tools into employee training tools.


SaaS training through PowerPoint presentations, graphics, and video in a web meeting environment allow presentations to a number of users without the need for a classroom. Attendees run a program like Teamviewer and establish a connection to the instructor’s computer. No one has to leave their desk or spend time traveling. Users across the globe can all connect at the same time and attend the same presentation without leaving their office or even their home.


A more familiar aspect of desktop sharing tools is SaaS user support. A support agent connects to a user’s computer with a desktop sharing tool and observes the user’s issue, then shows the user how to perform the steps required without having to visit the user’s desk.


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.

Noa is Iridize's Head of Content. With a background in digital strategy planning and database management, Noa translates Iridize's vision, stories and data into words. Digital learning and user experience are a particular passion of hers.