Product Training, Onboarding, Help Documentation & Microlearning

4 Things Your Need to Know for a Successful Microsoft Dynamics CRM Training

User onboarding is the final stage in the long and complex process that is implementing Microsoft Dynamics CRM. After weeks (quite possibly months) of process-outlines, interviewing key employees to determine the workflow, development and tweaking the user interface – it is finally time for roll out and deployment.

As CIO or Executive Sponsor of the CRM project, you have probably figured out by now that user onboarding is just about the most critical phase of the project. Without getting employees properly on board with the CRM – all implementing efforts are undone. Fortunately, Dynamics CRM has a few major strong points that can make for a smooth and constructive user adoption process.

tips for using ms dynamics CRM

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Iridize Goals: Set Benchmarks and Measure Training Progress

We like to think of goals as the first step toward knowing where you are.

 

Iridize’s training goals are performance goals you can set when you kick off an onboarding, training or product adoption project. These can be events, clicks, page visits, page element interactions, etc.

 

Once you have your training goals in place, you can easily measure what matters. Simply put: goals help highlight the important metrics. When that’s set – you have everything you need to optimize guides and improve your onboarding results. You can also use Iridize as a silent tracking agent for third party applications.

 

When your goals are set up, you can track guide performance in the Guide Analytics Dashboard and monitor user progress with User Analytics Reports.

 

Iridize training goals | stock skateboard

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Iridize to Join UK Government G-Cloud

Iridize has been approved by UK.Gov as a certified provider for the Biritsh Government. Our website and services have been added to DigitalMarket.co.uk, where we are joining ~7100 other SaaS providers that have been cleared by Gov.UK.

 

keep calm and engage users

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Finding Ways to Lower Training Costs

Training is usually considered one of the less important elements in the work structure. As such, it is almost always one of the first things to go when budget cuts need to be made.

 

Creative managers will try to find ways to cut back on modular training components or “trim” across the board rather than eliminate an entire employee training program. While this is an admirable display of resourcefulness and determination, this step should be taken with much caution. A careless move could do more damage than good in the long run and render salvaging the training programs useless.

 

lower-training-costs

 

Here are some ideas on how to lower training costs carefully and maintain full effectiveness of the employee training plan:

 

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Facing the Forgetting Curve

How much did your organization spend on employee training and onboarding in 2015? If your organization is like most organizations today, the answer is probably – large sums of money. But let’s be honest, despite offering new employees days’ worth of classroom (or virtual classroom) training packed into a 4-6 day period, hoping they are made “ready” for their post, the result isn’t all that… productive. To say the truth, about 80%-90% of what is presented to new employees during these first, few days is lost – forgotten – within, well, days. This disturbing statistic is a part of a known problem in the learning and training industry called the Forgetting Curve

 

forgetting curve graphSource

 

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LavaCon Dublin 2016 – Here We Come!

lavacon

 

Coming to LavaCon Dublin 2016? We’ll be there! We’re really excited about sponsoring the leading conference for technical communicators, coming to Europe. Come visit us at booth 32 and learn more about microlearning and supportive training technologies.

 

Fancy a Discount?

If you haven’t registered yet, use IRIDIZE referral code and get a 55EUR discount.

 

Seen the Program Yet?

Of course you have.  We recommend you pencil in Industry Leader’s Panel – If I Had Known Then What I Know Now, on June 8th, 9:30. Iridize’s own CMO, Oded Ilan, will be participating alongside MadCap’s Mike Hamilton and Astoria’s Michael Rosinski. You can also read more.

 

See you at #LavaCon!

 

 

User Analytics: Track Training and Onboarding Progress

The holy grail of SaaS and product onboarding is here: Drill-down User Activity analytics.

The User Activity dashboard allows you to analyze a guide’s success at user level. You can monitor user activity closely, including interactions with every guide. This is helpful when analyzing guide performance and needing to dive deeper into individual analytics, to understand user behavior patterns, engagement, compliance and simple guide effectiveness.

 

Iridize user analytics

 

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