Previously our organization was fragmented utilizing different solutions for each of our Residential Academies. For the most part, we are unable to efficiently process an incoming student file from start to finish. Normally the process would take several days and sometimes weeks to gather all relevant information from a student and then process that file via our internal processes…. HigherEchelon… provided us with amazing service. They were there every step of the way and guided us through the process of planning, developing, implementing, testing and maintenance for our new cloud-based database built by them. They were quick and with our new system, we are saving 100s of work hours a month.
– Staff Sergeant Cotton, California National Guard Challenge Academy Recruiting (CAARNG)
Whether it is employee on-boarding trainings, client intake sessions, internal professional development series, or other types of trainings, organizational resources can become swamped by recurring training needs. Often, trainers and trainees are both best served when trainings are recorded and stored in an easy-to-access Learning Management System (LMS) that automatically tracks progress, allows a trainee to move at their own pace, and relieves organizations of live training tasks or other unscalable processes.
LMSs create multiple advantages for organizations such as:
How do organizations leverage LMS benefits without requiring employees, applicants, trainees, and other stakeholders to register separate accounts on separate platforms? The answer is integration of the LMS with an organization’s CRM.
There is a distinct advantage to integrating the LMS with an organization’s Customer Relationship Manager (CRM). Doing so provides a streamlined process for organizing training catalogs that works together with CRM data in a central location, whereas having a separate LMS can often add complexity and inefficiency to workflow.
As an award-winning Salesforce consulting partner, we believe Salesforce is the best CRM that provides endless opportunities for customization and integration depending on goals and needs. We work with customers to choose the right LMS software, then take care of all the technical details to integrate the LMS with their Salesforce environment.
Imagine one portal where everyone including recruits, applicants, new employees, current employees, and clients can login at a single point of entry to manage required forms and take trainings. Envision a workforce where valuable data analytics are not stored on different systems — but rather all accessible in the same portal, providing insights throughout an employee or client’s journey within your organization. Picture trainings that are not siloed into various divisions and stored in disparate OneDrive, Dropbox, and Google Drive accounts, but rather all stored together and accessible to everyone on one easy-to-access platform.
This is the power of an integrated LMS and Salesforce solution with profound time and cost saving implications. We can set this up for your organization and relieve the burden of training processes that are outdated, inefficient, or no longer keep pace with employee and customer expectations.
Other benefits include:
The CRM system provides support during compliance audits of training requirements within the company; the CRM stores all relevant information, which could then eventually get pulled into the LMS at the time of its audit. In addition, the flexible reporting structure helps auditors in extracting a more detailed analysis of the trainings, through the custom reports and analytics dashboard. Our LMS runs off of a Salesforce application called LearnTrac, which is a 100% native learning solution provided through Salesforce that helps train your employees/customers/partners, increase engagement, and gain valuable insight to change behavior and drive results.
HigherEchelon will work with you to thoroughly understand your organization’s unique training needs and goals. We leverage our extensive knowledge of the Salesforce platform to map out a comprehensive digital transformation that takes the long-view and sets you up for easy-to-maintain success in a long-term solution. We map out any obstacles you foresee in organizational change management and provide effective employee training and guidance to establish buy-in and train teams in the technical and emotional aspects of moving to a new system and process. We utilize Agile methodology and an iterative process to establish the LMS configuration with Salesforce, collaborating and communicating with stakeholders at every step to ensure the best possible product for the end-user.
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One of the main benefits of choosing HigherEchelon as your Salesforce implementation partner is that we are a one-stop-shop capable of handling the full lifecycle from conception through training and ongoing support. Our highly certified staff of Salesforce consultants are not only proficient in the technical competencies necessary to establish your learning management system. We also have on-staff Ph.D.-level change management experts with Prosci and Project Management Professional (PMP) certifications to ensure digital transitions are seamless and long-term adoption is established. For additional support, our team of ICF-certified executive coaches are available to provide leaders and teams with tools to overcome any internal barriers to success.
We would love to discuss your needs and help you plan your LMS digital journey. Call us at 866-488-9228, email us at Solutions@higherechelon.com, or fill out this form to be contacted about an initial consultation.