Training, Gamification and Tipster

I, personally, am a big fan of gamification, though not so much the word.

I think that adding competitive elements to perhaps not very competitive things is a great way to drive people. I love a challenge. Any-time I get the impression that someone or something doubts my ability to do something, or wants to grade it; it spurs my determination.

With this in mind, Tipster was designed for user adoption on Salesforce.com with a gamification aspect.

While it may seem like a trendy gimmick, I genuinely believe it is a fantastic element. I have seen a lot of organisations who have picked up the Salesforce platform, and struggled to motivate users to use the platform and increase adoption. Gamification is a strong response – and with Tipster, it comes in the form of Challenges and Leader Boards.

Challenges and Leader Boards

A challenge is just that. You can take any guide (which is your business process in Salesforce)  or quiz (a way to test your knowledge about your business processes in Salesforce) written in Tipster and challenge users to complete them. They are given a deadline and the promise of a reward. Once completed, however well they do is reflected in their reward – bronze, silver or gold.

These rewards appear on the company wide Leader Board.

Similar to a performance dashboard in Salesforce, you can see how you perform against your colleagues. Say you take a quiz written on a guide that gives you the basics of writing reports. There are ten questions and you get nine right. You will receive a gold award. The aim here is to drive competition and help your users strive for excellence. It also has another added bonus. If you’re an administrator, you can see who is doing well in quizzes and you can know who is the best at what they do. If you have a particularly lucrative opportunity, or a complex deal to negotiate, you want to know who can deliver. Now with Tipster, you can see directly.

Compelling – fun – learning

With these tools your users will have a compelling learning experience on Salesforce.com, reinforced by a sense of competition. The extra incentives will keep users coming back. Ultimately, this means two great things for any business. You will get users who not only learn more but want to learn how they can effectively and efficiently do things on the Salesforce platform. Increased knowledge and increased adoption onto the platform you have invested in.
So consider this. Would you rather have users bored by learning and shying away from it? Or chomping at the bit and raring to get stuck into it?

Find out more about Tipster

Salesforce User Adoption with Tipster

Imagine … 

So let’s say you are a company that has freshly migrated to Salesforce.

You are excited about the prospect of a brand new, powerful CRM platform and you are optimistic about what this means.  The next step on the roadmap to success is Salesforce user adoption.

All aboard

To get all you users on board with the new system, you have to train them and familiarise them with everything you want them to do. So what options do you have?

You could hire a person specifically to train people. You could get an external trainer in. You could develop a set of physical printed manuals for users to refer to. You could even write some digital PDFs and powerpoint files to refer to. These current methods present a lot of problems.

  • What facility do they have to take care of users who are struggling to adopt Salesforce?
  • What can they do for any grumpy user, stuck in their ways and reluctant to change?
  • More importantly how do you measure the success of any of those training approaches you can deploy?

All of those user adoption techniques lack any sort of personal touch. They force users to step away from Salesforce to receive training.

What if? 

What if training was integrated into Salesforce?

Even in your own custom made areas.

Introducing Tipster

This is why we created Tipster. Tipster will appear on the same page as your custom Salesforce interface.

When you need help, guides are right there on screen. You don’t need to find a link to a PDF or go and ask a special user or an administrator to come help you. Everything is right where you need it, when you need it most.

Not only that but Tipster makes social connections between those that write guides and those that read them. You can even write guides for specific individuals. Every user’s guides section can be unique to their own training requirements. Tipster allows your company to feel more like a strong social unit than throwing users an obstacle they need to overcome to remain effective.

Tipster contains a feedback system with ratings and comments for guides. This means that you have a way to actively monitor how well guides are received.

You can write quizzes for your guides too which, when completed, give awards.

The right strategy for user adoption

All of this contributes to you knowing how well your users are adopting to Salesforce.

You don’t have to guess or employ a strategy to monitor user adoption.

It is contained within Tipster, allowing you to be more informed.

Find out more about Tipster