When educating teams on nuanced technologies, many companies rely on painstakingly tedious internal training sessions. Salesforce wanted to offer their account reps a better alternative.
Training Exercise
Animated, interactive learning makes complicated coursework a breeze
The Ask
Salesforce needed an effective way to get global teams up-to-speed on a complex topic.
Salesforce is the global leader in customer relationship management (CRM) technology. Headquartered in San Francisco, they help companies of every size and industry with sales, customer service, marketing automation, analytics, and application development solutions.
The Answer
We developed a self-paced, Grade A learning experience that anyone can master.
- Custom Animation
- Digital Design Systems
- Motion Graphics
- UI Visual Design
- UX Design & Prototyping
- UX Optimization & Strategy
- Video & Photography
- Website & Mobile Development
4.8 / 5 stars
participant rating on training effectiveness
American Advertising
(ADDY) Award
B2B Website
BRONZE – 2021
Hermes
Creative
Web Based Training
GOLD – 2021
Evolving on-the-job learning
The subject for this particular training – Einstein Prediction Builder – is an AI tool that uses machine learning to help companies work smarter. At the end of the training, reps and partners need to be able to confidently explain, demo, and implement the product.
So to fully understand Einstein Prediction Builder and Salesforce’s existing training process ourselves, we made sure to do our homework: going through their three-hour onboarding, interviewing participants for additional insights, and conducting our own research.
By breaking Salesforce’s substantial content matter into 12 easily digestible video-and-interactive-quiz modules, we succeeded in offering a streamlined, user-focused training path – one that captured participants’ attention and appreciation.
<span data-metadata=""><span data-buffer="">Study aids
We approached this course with balance in mind – maintain trainees’ interest while helping them retain the information. We added interactive quizzes and chapter recaps throughout the experience to keep everyone on track and highlight key tool features.
Adding an element of fun, we animated actual Salesforce experts, bringing them to life on the little screen. 2-D mentors engage users at every step.
<span data-metadata=""><span data-buffer="">Review session
The final course is entertaining and memorable. Users applaud the new approach and fresh experience.
<span data-metadata=""><span data-buffer="">For anyone, anywhere
With Salesforce’s large, globally distributed team spanning multiple time zones, the training needed to meet a wide range of requirements. The “learn at your own pace” setup empowers trainees to control their own progress, while the web-based format accommodates different types of learners – from early-bird overachievers to better-under-pressure midnight oil-burners.
<span data-buffer="">Certifiable success<span data-metadata="">
Course certificates make it official. Account reps and partners can walk away feeling confident in their knowledge of the Einstein AI tool, ready to help Salesforce customers better understand the extensive capabilities of the platform.
