Home Insights & Advice Things to keep in mind while picking the right LMS with Salesforce integration
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Things to keep in mind while picking the right LMS with Salesforce integration

by John Saunders
13th Mar 19 2:02 pm

Salesforce is arguably the best CRM software out there. Thanks to the wide variety of features offered by the platform, along with excellent tracking capabilities, Salesforce has become an indispensable part of the day to day activities in many organisations.

In many cases, organisations need to provide training to external partners, customers, and distributed sales teams, all of which, can be a complex task to handle. This, however, can be made easier by choosing a learning management system that offers Salesforce integration.

However, there are several LMS available with this feature, and choosing the right one can become confusing. In order to make sure you get the best value for your money, look for the following features when selecting an LMS with Salesforce integration:

Single sign-on

If you are going to be integrating two frequently used platforms, it only makes sense to have a single sign-on feature on both of them. Salesforce supports this feature, and to ensure optimum efficiency and minimum confusion, it is advisable to choose an LMS that offers a single sign-on feature.

Synchronisation of user data

Since you will be training different stakeholders including external partners, customers, and your own sales teams, seamless access to user data is a must-have feature for LMS with Salesforce integration. This includes data about course progress, completions, and certifications.

The best LMS platforms integrate so well with Salesforce, that all of the above-mentioned data is available in an additional tab within the Salesforce platform. This means, not only can you and other stakeholders access the data without switching between platforms, but your sales teams can get access to the necessary training material on a single platform that they are already familiar with.

Auto-enrollment

When a user is enrolled in the Salesforce CRM, LMS integration should automatically enroll them for certain courses relevant to them.

For instance, if a new sales team member is enrolled in Salesforce, the LMS integration will ensure they are automatically enrolled for relevant compliance and product training. This will make the employee on-boarding process streamlined and more efficient, while also eliminating any room for human error.

Similarly, when a customer is enrolled in the Salesforce CRM, the LMS should be able to automatically identify the relevant training they need to best use the product/service they are purchasing.

Access to course analytics in Salesforce

Easy access to course analytics can help you identify areas of improvement early on. While most learning management systems readily offer this analytics information, not all have the ability to integrate with Salesforce and provide access to this data in the CRM itself.

Only when you can effectively keep track of completions, certifications, enrollment statuses, and the progress of various learners, can you start thinking of ways to improve the effectiveness of your online courses. Regardless of whether you’re training an inhouse team for compliance, or a group of customers to enable them to make the most of your product, an LMS with Salesforce integration should help you improve the results of your training.

Conclusion

An LMS with Salesforce integration should do exactly that, integrate with the CRM seamlessly. Remember, a Salesforce LMS is meant to make the whole process efficient and smooth. This can only be achieved when you don’t have to switch between softwares or platforms every time you need access to course materials or data.

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