How to Add Video Walkthroughs to CRM Onboarding and Staff Training
Discover how to create effective CRM onboarding through video walkthroughs for employee onboarding and streamline staff training.
In 2024, Business Wire reported that 1 in 3 employees said they had poor onboarding experiences. Onboarding is a crucial time, and if workers view it negatively, it can color their impression of the company. Not to mention, they may waste time trying to figure something out, but to no avail.
A great way to help this process is to add video walkthroughs to CRM onboarding and staff training. Here are the steps you can take.
Identify the CRM Workflows That Need Video Walkthroughs
The user must determine the scope and methods of a project before the project begins. In this situation, it is necessary that you identify the specific CRM tasks that cause difficulty for staff members. To do this allows you to rank the videos in order of importance. By selecting specific tasks, you also ensure that new staff members do not experience a sense of being burdened by an excessive volume of recordings.
Once you identify the CRM workflows for your focus, you should create a visual plan for them. The videos are more effective when they address a single goal and maintain a brief duration. It is easier for staff members to locate specific information when videos are short and updates are more efficient as well.
Build a Consistent Video Onboarding Structure
She or he may experience confusion when procedures lack uniformity, but a standard template for onboarding videos provides staff members with a predictable format – this method also makes the production of future videos more efficient.
The beginning of every video is a brief explanation of the task. You should summarize the primary steps and the frequent errors that staff members should avoid.
After the recording process is complete, it is helpful to organize the videos into structured learning sequences.
Create Clear Screen Recordings of Essential CRM Tasks
Screen recordings are useful because staff members observe the exact sequence of CRM workflows. To create a functional screen recording, you must verify that no visual interruptions exist. On the screen you should remove extra browser tabs and silence all electronic alerts.
Make sure to go slower than you normally would when moving through a CRM workflow. Audio or caption narrations can be beneficial, too.
Once you’re done with the screen recording, review it as if you’re a new employee. You can then make appropriate edits to make the video more user-friendly.
Turn Raw Recordings Into Polished Training Videos
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Raw recordings usually need to be edited before they can be uploaded for use. You can use Canva to:
- Convert QuickTime files
- Assemble video clips
- Add titles
- Incorporate captions
- Create consistent visual elements
You may be tempted to use all the features available, but the best thing is to keep things simple. The goal should be to make the content easier to understand, not just to make it more visually attractive.
The most important thing is to use the necessary tools to make learning easier. For example, captions allow staff to watch training videos silently at their desks, and visual cues can draw attention to key buttons or required fields. You should also divide longer recordings into clearly labeled chapters so users don’t have to scroll through videos to find what they need.
After you’ve exported the video, check the compatibility, resolution, and audio quality.
Connect Video Walkthroughs to Your CRM Onboarding Process
Many employers send their new hires a large folder of training videos on their first day, but this can be overwhelming and disorganized. A better idea is to integrate relevant walkthroughs into your existing onboarding sequence. Each lesson should be linked to a specific onboarding milestone, as this enables workers to apply what they learned immediately.
If your CRM can track completion and give short knowledge checks, take full advantage of these features. You can then find areas where employees need additional coaching.
Make sure to ask them to complete the tasks in a training environment, too. This can help them feel more confident in taking on their duties at work.
Develop Role-Specific Training for Different CRM Users
Initially, you should build a shared library of foundational videos. From there, you can create specialized learning paths for each department, as this ensures that each employee can quickly find what’s relevant to them.
It can be helpful to consult with your department managers before publication. They can confirm whether the content reflects actual working practices.
A modular library can be beneficial, too. This allows you to update individual lessons without having to rebuild the entire training program. Existing workers can then learn new features without having to repeat lessons they’ve already gone through.
Reinforce Staff Training With Interactive Exercises and Follow-Up Videos
A training video can be informative, but watching it doesn’t necessarily mean an employee’s ready to handle real-life tasks. You can help them along by putting in practical exercises that require them to apply the demonstrated steps.
Give them a checklist of expected outcomes so they can check their work. Managers can also review the completed exercises and have one-on-ones to discuss misunderstandings before workers have to take on actual responsibilities.
If you’re seeing multiple employees misunderstand a certain field, then it may be a sign to revise the walkthrough. Or you can create a focused troubleshooting clip for clarification.
Maintain and Measure the Effectiveness of Your CRM Training Library
Technology and customer needs evolve, so ongoing walkthrough maintenance is crucial. Each training topic should have a designated owner who reviews its content on a consistent cycle. You also need to quickly discard obsolete recordings so workers aren’t learning from instructions that no longer align with the interface.
Some performance measures that you need to monitor are:
- Video completion rates
- Knowledge-check results
- Onboarding time
- Common errors in CRM
Get insights from your workers too! If you learn that some sections are too lengthy, confusing, or totally absent of a necessary step, then you can begin to work on solutions, removing the content you no longer require.
Ensure Your Employees Get Thorough CRM Onboarding
You have the potential to shape the rest of your new employee’s time at your company with good onboarding. If new hires have what they need, they will have fewer obstacles to overcome, so you can expect them to flourish.
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