Maximise Your CRM with a Salesforce-Native Learning Platform
You’re losing customers and you don’t know why. They sign the deal, your team is excited, but within months, engagement drops and renewal is at risk. The problem isn’t your product; it’s the failure to maximise your CRM by using it for customer onboarding.
For Sales and Success Leaders: Faster Adoption, Happier Customers
Your team lives in Salesforce. It’s where they manage relationships, track deals, and log activity. Forcing them—and your new customers—to switch to an external learning platform is a recipe for low adoption. Imagine a world where training is seamlessly integrated. A new customer hits a certain stage, and a personalized onboarding path is automatically assigned. No new logins. No context switching. Just a clear, simple path to success. This is how you [reduce customer ramp time] and ensure they see value from day one.
For Senior Decision-Makers: Lower Costs, Higher ROI
Let’s talk about the bottom line. Purchasing a separate LMS means another vendor contract, another integration project, another security review, and another platform your team has to learn and manage. It’s a resource drain. By leveraging a learning system that is native to Salesforce, no integration needed, you eliminate those redundant costs entirely. You consolidate your tech stack, create a single source of truth for customer data, and can finally [link training data directly to business KPIs]. It’s not just about saving money; it’s about making a smarter, more efficient investment in the tools you already own.
With Learnsmater, all your customer onboarding is native to your teams existing platform
By leveraging a learning system that is native to Salesforce, no integration needed, you eliminate those redundant costs entirely
Key Benefits of Integrated Onboarding:
- Automate Everything: Use Salesforce Flow to automatically assign training based on product purchases or customer lifecycle stages.
- Gain Full Visibility: Track every customer’s progress with standard Salesforce Reports and Dashboards. Know instantly who is engaged and who is falling behind.
- Prove the Impact: Directly correlate course completions with key success metrics like product adoption, support ticket volume, and renewal rates.
The Solution: Maximise CRM with a Salesforce-Native Learning Platform
The key is to embed the entire learning experience inside the environment your teams and customers already trust. A Salesforce-native Learning Management System (LMS) like Learnsmarter inherits the security, reporting, and user interface of Salesforce, making customer education a natural extension of your CRM, not a clunky add-on.
Go native with Learnsmarter
Ready to simplify your tech stack? See how a native LMS eliminates complex integrations and data management headaches. With Learnsmarter, you can leverage the Salesforce tools you already know and trust, like Flow and Lightning App Builder, to deploy powerful, automated training programs in days, not months.
See more on Salesforce AppExchange
Check out Learnsmarter LMS and features on Salesforce AppExchange
