Documentation and Training has its own Lifecycle
So where does an organization with no CRM documentation or training start? The typical approach is creating spreadsheets to store important information about your data model and data points — such as, who enters the information, how the data is used, and why it’s important. In addition, creating step-by-step powerpoints or training manuals for your end-users is helpful to supplement hands-on training.
However this stagnant, siloed and manual form of documentation struggles to keep up with the rapidly changing nature of today’s CRM and geographically distributed teams. In other words, while CRM has made great leaps in terms of technology, the documentation and training tools required to support them have not.
This gap in documentation and learning technologies is our inspiration behind Spekit, a new software designed to give companies a dynamic and scalable solution to documentation and training, that’s directly tied to their CRM. Using Spekit’s Salesforce integration, companies can easily document their data model and create a shared vocabulary around their data as changes are made to their data model and configurations in real-time. Providing the data governance of a data dictionary and the crowdsourced knowledge of a wiki, end-users can access this knowledge for training purposes directly, in context anywhere in their browser, using our Chrome extension.
With up to 50% of Fortune 500 companies expected to be replaced in the next ten years, it’s now or never for companies to lean in to change and start taking proactive steps to ensure that they continue to scale with these new employment and technological environments. More importantly companies that are investing in training programs or leveraging proper learning technologies might also come out as winners in the job market given that they report a 16% increase in employee satisfaction. Lean in, folks.