Leveraging the power of LMS and CRM integration

1001 - Leveraging the Power of LMS and CRM Integration

Sach ChaudhariFounder and Technical Director,

Paradiso Solutions 

Wednesday, March 19, 2014 01:00 PM - 2:00 PM

My Story

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

M.S.

Passionate about Technology in EducationIndia

Outline

Sach Chaudhari ¦ 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

Sach Chaudhari ¦ 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 CRM3. Planning to implement CRM in

the next year 4. Replacing an existing CRM

IS YOUR LMS AND CRM INTEGRATED?

PROBLEM

Different Manager Roles

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Sales ManagerEase of enrolment!

Customer Support Manager Lower Customer calls

Partner managerIntegrated in Partner portal

Different User Roles

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Sales exec Don´t have time

CustomerDo not know how to use product

Partner How do I get access?

CEO

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

CEOShow me ROI Report

Training Manager

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

L & DMultiple LMS?

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• Sales skills• Product training

• Product training• Customer

Support/Troubleshooting• Introduce new features or

products

• Product training• Support• Certifications

• Onboarding• Compliance• Soft Skills

Types of Training based on Account type

Low Adoption Problem

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• No time• Did not know training was available• Forgot password

Results of Low Training Adoption

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Sell Online Courses

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

- Course Access - Auto Enrollment- Reporting- Marketing

eCommerce

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

HOW DO I ACCESS THE COURSE I PURCHASED?

SOLUTION

LMS CRM Integration

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

LMS

CRM

StreamlinedTraining

forCustomers,

Sales,Partners,

Employees

Case Study SURA

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

WHO • Biggest insurance company

in Colombia• Big Salesforce

geographically dispersed• CRM Salesforce, LMS

Moodle

Case Study SURA

Sach Chaudhari ¦ 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

Case Study SURA

Sach Chaudhari ¦ 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

Maximize Adoption

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

SINGLE SIGN ON

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Sales Training Course Inside Salesforce

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Opens In Second Window

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

LMS launches inside of CRM

Click here to launch LMS

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

JUST-IN-TIME (JIT)

Help

Bring Training to Users

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

DO USERS LIVE IN CRM OR LMS?

Just In Time Training

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• Lead Status change as a trigger to suggest training Negotiation

Skills Training

JIT Sales Training within CRM

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Train Customers

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• Lower Customer Service

• Cross sale data

• Create new product

• Bundle courses (eCommerce)

CRM & LMS for Customer Service

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Just In Time Training

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• How to configure a Cisco Router

• Router Troubleshooting

MEASURE CONTROL

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

DR. KAPLAN

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Reports for different Account types

• Enrolled versus completed training

• Relationship between training and performance

• How many users took training?

• Accouting report for paid training

• Relationship between training and support cases

• How many certified partners are there?

• Most popular trainings• Accouting report for paid training

• Enrolled versus completed training

• Compliance training needs are met?

Reporting that matters

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Dashboard

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• Increase access• Knowledge Retention• Improve proficiencies• Measure success

PARTNER TRAINING

Use Case: User Synchronization

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Sale Person joins

LMS & CRM user Creation

eCommerce Accounting

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Course Data Sync

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

LMS

LMS Data Archiving in CRM

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

Why?Audit and ComplianceDecommissioning of LMSDeletion of data from LMSStudent Customer Service

Which Data?Transcripts: All course completion student recordsCertificates

How?Every Student becomes contact in SFDCStore student records as an attachment in Salesforce Contact record

Certificate/Transcript Screenshot

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

• Automatic attachment of Certificates and Transcripts to contacts• View transcript and Certicates from CRMeven if LMS record is deleted

Marketing Benefit

Sach Chaudhari ¦ 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

Access to CRM Data inside LMS

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

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

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

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

Contact us!

Sach ChaudhariFounder and Technical DirectorParadiso Solutions

Email: [email protected]

USA : +1 305 600 2327

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

QUESTIONS?

DEMO