Sandi Lin

Recent Posts

4 Incentives for Completing Training

Trainers who focus on customer and partner education understand that their audience consists of busy professionals who are on-the-go. Unlike mandatory compliance training where employees are captive at their desks, customer training is an optional, yet critical activity that leads to faster product adoption and long-term success.

Creating compelling training content in bite-size, self-paced pieces is the first step to encouraging knowledge mastery. When course completion is an important goal (and it may not be in all contexts), we've identified four incentives that are successfully used to encourage customers and partners to complete training. Read on for the details.

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Topics: Training

Without Adoption, Innovation is Pointless: 4 Trends that Make Customer Education a No-Brainer

Innovations are pointless unless people and organizations harness them to achieve their goals. While we may not be able to predict the future, that does not mean we should sit idly by as the tides of change wash over us. One of the most effective mechanisms to ensure customers are continuing to derive value from your innovative products and services is by investing in Customer Education. 

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Topics: Training

4 Tips to Consider When Developing Content for Adult Learners

One of the most critical considerations when building a successful Customer Education program is developing content that addresses your learners' knowledge needs AND presents the information in a format that is engaging and valuable. While it is common knowledge that different formats appeal to different learning styles, it’s easy to overlook one key factor - the way that busy, modern adults learn is fundamentally different from traditional learning models that were developed for classroom-based formal school instruction.

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Topics: Creating Content

From Skilljar's CEO: 3 Keys to Unlocking a Successful Customer Education Program (Part 3)

In my last two blog posts, I discussed the importance of having a cohesive, overarching strategy and the establishment of a content development process in building a Customer Education Program. With this foundation in place, the third element of a successful Customer Education Program comes into play: technology. As our colleagues at TSIA Research explain, “With new learning approaches being introduced at a rapid rate, technology is a critical investment area for education services teams hoping to meet and exceed customer expectations.”

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Topics: Training, Customer Success

From Skilljar's CEO: 3 Keys to Unlocking a Successful Customer Education Program (Part 2)

At our inaugural customer conference in November, Skilljar Connect, we asked our customers for their thoughts on the essential steps that must be taken before the first piece of content is developed for a customer education program.  From the responses, there was one recommendation that consistently stood out:

“Start with the goal and then move backward. Training has to be easy and add value. Also, if it is not easily consumable, then no one will take it.”

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Topics: Training, Customer Success

From Skilljar's CEO: 3 Keys to Unlocking a Successful Customer Education Program (Part 1)

We recently had hundreds of customer education leaders in town for Skilljar Connect 2018. After the conference, I took some time to reflect on our journey and what distinguishes great customer education programs at companies such as MapR, Nintex, Procore, Quick Base, The Trade Desk, Zenefits and Zendesk.

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Topics: Training, Customer Success

From Skilljar's CEO: Announcing Our Next Chapter

Today we announced our $16.4 million Series A funding from new investors Mayfield and Shasta Ventures, with participation from our existing investor Trilogy Equity Partners. As part of the financing, we’re excited to welcome Rajeev Batra from Mayfield and Doug Pepper from Shasta to the Skilljar board.

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Topics: Skilljar News & Press

Creating a Customer-Centric Salesforce LMS Strategy

As a CRM, Salesforce’s goal is to help you effectively manage customer relationships. However, when a new customer account is signed, Salesforce only has information on the sales and buying contacts at an organization, not necessarily the ultimate end users of the product.

This presents a significant challenge for professionals in the customer training, success, and enablement industry. How do you get behavioral data on your actual customers (the product’s end users) into Salesforce to better personalize customer messaging, understand adoption, and report on customer health?

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Topics: Training, LMS, Integrations, Advanced Topics

Innovation (or Lack Thereof) in the LMS Industry

If you’re unhappy with your LMS, you’re in good company. The Learning Management System (LMS) is one of the oldest and most hated categories in enterprise software. According to a recent report from the eLearning Guild, fully one-third of organizations are “dissatisfied” or “very dissatisfied” with their LMS. In addition, over half of organizations are planning to change their LMS within the next year, and 89% within the next three years.

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Topics: LMS

Why Your LMS Needs to Integrate With Salesforce

At Skilljar, we understand that your business relies on Salesforce as the source of record for all customer data. Our Salesforce integration puts the LMS data you need right into your CRM, in real time, to increase your team’s efficiency and create a flawless customer training experience. When your team runs on Salesforce, you can accelerate results by seamlessly integrating your LMS and CRM, with the ultimate goal of improving your product adoption and long-term revenue.

In this blog post, we discuss the specific benefits of integrating your LMS with Salesforce.

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Topics: LMS, Integrations, Advanced Topics

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