A carefully planned and executed onboarding program will help new recruits feel relaxed and comfortable in their new surroundings. As a result, they will be happier, more productive, and willing to stay for longer. Better still, your current employees will find the transition to be smooth and painless too.

According to research done by the SHRM (Society for Human Resources Management), an employee’s chance of success at a new company can be decided as early as the first two weeks. This limited time period is critical to success, making onboarding a prime opportunity for employers to win the hearts and minds of new employees. It is a magic moment when new employees decide to stay engaged or become disengaged. It offers an imprinting window when you can make an impression that stays with new employees for the duration of their careers.

But onboarding is much more than just introducing a new employee to routine tasks and workplace orientation. Employee onboarding, is an extensive process that can last up to 12 months. During this time, new employees are provided with training, knowledge, and resources to succeed in their new position fostering better employee engagement, job satisfaction, and greater employee retention.

One of the best ways to streamline and personalise the recruitment and employee onboarding process is by using onboarding software. These programs enable organisations to take care of the formalities much faster than you can through traditional methods, and can focus on making new employees’ first few months far more constructive and meaningful.

Effective Salesforce onboarding with Improved Apps in-app guidance

Faced with a new CRM environment, the first few days, weeks or even months for new starters can be daunting. Leading solutions like Salesforce are recognised as effective ways for organisations to manage interactions with customers and potential customers. They incorporate extensive functionality which can be customised by organisations to suit their individual requirements and can easily become complex solutions which pose a huge challenge for new employees starting their Salesforce onboarding.

Integrating Improved-Apps in-app guidance with Salesforce will unlock these challenges and drive digital adoption across new starters and the rest of the workforce. With Improved Apps, new employees will see the Salesforce environment has been tuned to help them succeed and be productive from the start. They can access useful and relevant help and training content directly from any page, including:

• Definitions, key concepts, language, processes & procedures.
• Bite-sized chunks: ‘golden nuggets’ of help, relevant to the employeee & focused on the task-in-hand, with links to related information;
• Content takes various forms – not just boring plain text: Rich-text formatting helps key concepts and terms to stand out; Images illustrate key points, provide context and reinforce learning; Linked key videos set the scene, show process steps in order, with helpful voice-overs.
• Interactive guides & reading lists – to learn quickly or jog your memory.
• It’s all interesting, engaging and helpful.

Very quickly new employees will realise Salesforce onboarding is not static. Help and training content can change based on data in the record they are viewing. For example, maybe they choose a specific competitor against an opportunity, in this case, competitor-specific content is provided, with essential selling points against that competitor, to help them with customer conversations.

For further information on driving improved digital adoption with effect employee onboarding test drive the in-app guidance for free at Improved apps.