To learn more read this great blog post: http://www.paradisosolutions.com/blog/integrate-channel-training-salesforce-lms/ Sales training managers, customer support managers, and partner managers will benefit greatly by learning how to make training more relevant and easily accessible to their audience. This session will explore ways that sales training managers can solve the problem of quantitative measurement of the impact of training on sales performance. Twitter https://twitter.com/ParadisoSol Google+ https://plus.google.com/u/0/115726699434928841525/posts Facebook https://www.facebook.com/ParadisoSolutions LinkedIn http://www.linkedin.com/company/paradiso-solutions

1. 1001 - Leveraging the Power of LMS and
CRM Integration
Sach Chaudhari
Founder and TechnicalDirector,
Paradiso Solutions
Wednesday, March 19, 2014 01:00 PM - 2:00 PM

2. My Story
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
M.S.
PassionateaboutTechnology in Education
India

3. Outline
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
PROBLEM
- Sales, Customer and Partner Training
- eCommerce and eLearning
SOLUTION
- LMS CRM Integration scenarios
- Benefits
- Case Study
Q & A – You can raise hand anytime
DEMO – time permitting
Customer
Partner
Sales
Team

4. SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Quick Pulse of the Room
Which is true for your
organization? (LMS)
1. Already have an LMS
implemented
2. Currently implementing an
LMS
3. Planning to implement
LMS in the next year
4. Replacing an existing LMS
Which is true for your
organization? (CRM)
1. Already have a CRM
implemented
2. Currently implementing an CRM
3. Planning to implement CRM in
the next year
4. Replacing an existing CRM
IS YOUR LMS AND CRM INTEGRATED?

5. PROBLEM

6. Sach Chaudhari ¦ 710 - Utilizing
Gamification to Enhance eLearning
Engagement

7. Different User Roles
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Sales exec
Don´t have time
Customer
Do not know how to use product
Partner
How do I get access?

8. Sach Chaudhari ¦ 710 - Utilizing
Gamification to Enhance eLearning
Engagement

9. Sach Chaudhari ¦ 710 - Utilizing
Gamification to Enhance eLearning
Engagement

10. Sales Customers
Partners Employees
LMS CRM
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
• Sales skills
• Product training
• Product training
• CustomerSupport/Troublesh
ooting
• Introduce new
featuresorproducts
• Product training
• Support
• Certifications
• Onboarding
• Compliance
• SoftSkills
Types of Training based on
Account type

11. Low Adoption Problem
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
• No time
• Did not know training
wasavailable
•Forgotpassword

12. Results of Low Training
Adoption
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Minimal
Impact
Value
Questioned
Budget
Shrinks
Invest in
Training
Low
Adoption

13. Sell Online Courses
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
- Course Access
- Auto Enrollment
- Reporting
- Marketing

14. eCommerce
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
HOW DO I ACCESS THE COURSE I PURCHASED?

15. SOLUTION

16. LMS CRM Integration
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
LMS
CRM
Streamlined
Training
for
Customers,
Sales,
Partners,
Employees

17. Case Study SURA
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
WHO
• Biggest insurance company
in Colombia
• Big Salesforce
geographically dispersed
• CRM Salesforce, LMS
Moodle

18. Case Study SURA
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
PROBLEM
• Very low adoption of sales training
by sales people
• Difficulty in running sales and LMS
data combined reports
• No Just-in-time training within
salesforce

19. Case Study SURA
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
SOLUTION
• Paradiso integrated their moodle
and Salesforce environments
• Custom JIT(Just in Time) training
triggers
• Integrated reporting from
salesforce

20. Maximize Adoption
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Relevant
Accessible
Easy
Find
Access
Learn
Share

21. SINGLE SIGN ON
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

22. Sales Training Course
Inside Salesforce
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

23. Opens In Second Window
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
LMS launches
inside of CRM
Click here to launch LMS

24. SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
JUST-IN-TIME
(JIT)
Help

25. Bring Training to Users
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
DO USERS LIVE IN CRM OR LMS?

26. Just In Time Training
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Qualify Proposal Negotiations Close
• Lead Status change as
a trigger to suggest
training NegotiationSk
ills Training

27. JIT Sales Training within
CRM
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

28. TrainCustomers
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
•Lower Customer Service
•Cross sale data
•Create new product
•Bundle courses (eCommerce)

29. CRM & LMS for Customer
Service
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

30. Just In Time Training
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
• Howto configure a
Cisco Router
• RouterTroubleshoo
ting
Login to
Customer Portal
Create
new
support
case
Try the auto
suggested
training
Close the
case or
talk to
customer
support

31. MEASURE  CONTROL
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
DR. KAPLAN

32. Sales Customers
Partners Employees
LMS CRM
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Reports for different
Account types
• Enrolled versus
completed training
• Relationshipbetween
training and
performance
• Howmanyuserstook
training?
• Accoutingreportforpaid
training
• Relationshipbetween
training and support cases
• Howmanycertifiedpartners are
there?
• Most popular trainings
• Accoutingreportforpaid training
• Enrolled versus completed
training
• Compliance training needs are
met?

33. Reporting thatmatters
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

34. Dashboard
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

35. SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
• Increaseaccess
• KnowledgeRetention
• Improveproficiencies
• Measuresuccess
PARTNER TRAINING

36. Use Case: User
Synchronization
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Sale Personjoins
LMS & CRM userCreation

37. eCommerceAccounting
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

38. Course Data Sync
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
LMS

39. LMS Data Archiving in
CRM
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
Why?
Audit and Compliance
Decommissioning of LMS
Deletion of data from LMS
StudentCustomerService
Which Data?
Transcripts: Allcoursecompletionstudent records
Certificates
How?
EveryStudentbecomescontact in SFDC
Store student records as anattachment in
SalesforceContact record

40. Certificate/Transcript
Screenshot
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
•Automaticattachment of Certificates and Transcriptstocontacts
• View transcript and Certicates from CRMeven if LMS record is deleted

41. Marketing Benefit
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
•100 Clients Bought Y, & Z Courses
•40 Bought Course X as well
•Marketing Sets trigger in CRM to email
promo to other 60
•25 bought Course X because of Marketing

42. Access to CRM Data
inside LMS
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

43. About Paradiso Solutions
• In Business since 2007, based in Silicon
Valley
• Experts in LMS Software and Content
Creation
• Education and Corporate Sector
• Full Service Providers:
 LMS Implementations
 Integrations
 Support and Training
 Content creation
SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

44. MAIN POINTS
•THINK ABOUT TRAINING
PARTNERS, CUSTOMERS AND SALES
PEOPLE NOT JUT EMPLOYEES
•BRING TRAINING TO USERS
Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

45. Contact us!
Sach Chaudhari
Founder and TechnicalDirector
Paradiso Solutions
Email: Sach@paradisosolutions.com
USA : +1 305 600 2327
Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

46. QUESTIONS?

47. DEMO