Traditionally, employees used to manage all of the data manually. They scribbled down every individual piece of data on paper and filed it away. This was not only time-consuming but also labor-intensive. Employees were constantly afraid of losing or mixing up their files. As a result, the organization’s staff needed to efficiently organize and analyze high volumes of user data. CRM was introduced at this time to address the aforementioned issues.
Initially, CRM solutions were hosted on a company’s server. Such CRMs turned out to be challenging to use and a “costly solution.” As a result, extensive efforts were put into building an efficient and relatively cheaper CRM software solution that could be comfortably used by anyone with a computer and internet access.
This was the driving concept behind the creation of Salesforce.
Salesforce is the site of record for all customer data across every business. To oversee online training programs, they also use an LMS. Maintaining the two systems separately can still be difficult, costly, and time-consuming. As a result, by merging both systems, you can end up making your staff’s job easier.
Every organization nowadays is aiming for Salesforce LMS integration. It aids in the secure storage and management of data by allowing consistent sharing and mobility between both platforms. This is an efficient method of delivering online training programs to both customers and employees.
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Here are some prominent features of the Salesforce LMS integration:
1. Improved User Experience
Salesforce LMS integration allows customers and employees to view the eLearning courses with their prices. This is a better proposition for them. This strategy can be used to advertise your eLearning courses beyond your organization.
For example, only current employees are eligible for discounts on eLearning courses, certification applications, certificate programs, and so on. They are the only ones who have free and unlimited access to exclusive learning groups and special offers.
Above everything else, Single Sign-On (SSO) benefits online learners because user data and privacy settings are conveyed between the LMS and CRM platforms. Your LMS knows everything as the CRM data is migrated or shared with your LMS, there is no need to re-enter login information like username or password.
2. Streamlining Training
With Salesforce LMS integration taking place at the sales personnel scale, the alliance would lead to an excellent streamlining of the partner, customer, and employee training. This is especially helpful when accreditation and certification training is required. It also illustrates how far the customers/users have progressed through the training as well as what additional courses they require. Simultaneously, it aids in the elimination of manual tasks and the subsequent errors that occur when syncing, transferring, and maintaining data across the two platforms, namely, the Salesforce LMS.
3. Saves time for employees
Salesforce-LMS integration reduces duplicate data entry and the need for manual updates.
Online learners can be assigned and auto-enrolled to a particular eLearning course using Salesforce. New recruits, for example, can be automatically registered in an onboarding program.
You can trace online learners’ progress throughout the eLearning journey and determine if they are enrolling in compulsory eLearning courses such as product training, compliance training, and so on.
The best feature is that you can set up alerts so that staff ( L&D, HR, and online trainers) are notified about employees who’ve been lagging and may require a gentle nudge. Staff can see a complete overview of “shortly-to-lapse certifications” or any other requirements. As a result, they can set up automated reminders or trigger emails for learners.
4. Data analytics capabilities
When a training program is completed or certificates, credits, or credentials are obtained, the LMS quotes data directly to the CRM. Customer and member profiles are regularly updated with learning accomplishments, giving an accurate portrayal of engagement.
The integration makes it simple to run reports within Salesforce utilizing data from your LMS. For example, you can instantly access course insights such as sign-ups and completions, engagement cycles, program evaluation ratings, and learner performance.
You can use Salesforce’s Einstein AI to forecast revenue and enrollment if you have enough data.
The integration provides useful data for market analysis and decision-making. You can evaluate program recognition, speaker/instructor reviews, learner satisfaction, marketing campaign success, and economic performance, for example.
Other departments also benefit from the data obtained through integration. LMS data can be used by the membership team to track member engagement by individuals as well as the company. LMS data can be used by the conferences/meetings team to identify trends in topics of interest as well.
5. User-friendly Anytime, Anywhere, and on Any Device Learning
The LMS-Salesforce integration allows learners to access training and courses via the Salesforce smartphone app or the LMS smartphone apps. Furthermore, an LMS that facilitates both lives as well as on-demand training even in the absence of a network can be a massive accomplishment for organizations, enabling employees to share, access, and download the content.
6. Social learning
When an LMS is integrated with Salesforce Communities, virtual learners can benefit from a social learning opportunity and experience. Employees can interact, debate, and discuss with their colleagues in an online learning community. They also get to know their work colleagues better. Private chat rooms, discussion boards, and other similar platforms can provide a channel for socializing with subject matter specialists and seniors.
For successful customer training, your customers must accept your products and services. Customers will be eager to extend their contracts once they fully comprehend your services and products. They may not revive their contracts with your company unless they get a good value for their money and reliable and consistent solutions.
Using the most recent LMS, your company can reap all of the benefits we’ve just discussed. Salesforce-LMS integration guides organizations on the significance of customer training. It provides learning metrics to assist your team in assessing the benefits of quality training.
Conclusion
When you switch back and forth between LMS and CRM, you frequently miss out on crucial updates and information. Maintaining two very different platforms is also a difficult task.
By integrating Salesforce and an LMS, you eliminate these hassles and provide a wealth of information to coaches, HR departments, sales teams, and others, which can be utilized by them to improve their online learning/training programs, and explore new trends in customer behavior and generate revenue. As a result, we can deduce that Salesforce LMS integration is a winning combination.
