How the ExpertusONE LMS integrates with Salesforce

Has your tech stack grown beyond your comprehension? You’re probably not the first company to have that experience. During the pandemic, most companies shifted to some form of remote or hybrid work to accommodate health and safety measures. Now, as remote and hybrid work becomes a more permanent part of the corporate landscape, leaders are realizing that some of the tools they adopted during the pandemic will not serve their teams well long term.

Companies should supply their employees with digital tools that make work easier, not harder. But, because so many companies rushed to adopt new technology, so they could stay afloat during the pandemic, most teams are overwhelmed with options and platforms. They have one platform for internal messaging, another for communicating with clients, another for managing content or materials, another for video meetings, and so on. These abundant tools can cause the problem of context switching, alternating between tasks because you have too many applications or notifications open at once. It saps productivity and can increase feelings of burnout.

What’s the solution to a workforce that is equipped with an abundance of unnecessary tools? Apps. With extensible apps, companies can get the most out of their tech stack without constantly needing to purchase, license, or sign into a new application.

At ExpertusONE, we kept this in mind while developing our LMS platform. The system integrates with commonly used workplace applications like Slack, Salesforce, and Microsoft Teams to create a seamless experience and reduce distractions.

If you’re looking for a multifunctional training tool that works alongside your existing workplace technology, look no further. Here’s how the ExpertusONE LMS integrates with Salesforce and how ExpertusONE’s Salesforce LMS app can add value to your team’s experience.

The ExpertusONE App for Salesforce

ExpertusONE is an application in the Salesforce store that allows users to integrate critical learning tools with sales technology. The application can be purchased on the Salesforce Appexchange website. It offers access to a full training catalog, sales resources, personalized learner dashboards, and advanced training reports and data.

The best features of the ExpertusONE LMS application for Salesforce are its quick setup time, engaging course resources, and compliance tracking tools. All of these come together to streamline the sales enablement experience so that your team is better equipped to find leads and win sales.

Reduce the Time Needed for Sales Team Onboarding

With the ExpertusONE app for Salesforce, you can shorten the path from learning to sales by offering more accessible, streamlined sales team training. When training is easy to access and use, sales teams are more quickly equipped to do their jobs. Onboarding is often a complex process—especially in industries with stringent compliance requirements—and inefficient practices can slow down progress. You should equip your sales team with the necessary training tools from the moment they join your company so that they can access essential learning materials and get to work.

An LMS can manage a large course library, offer personalized learning recommendations to each individual user, and track compliance data from a single platform. These components come together to form the onboarding experience, combining both the learner and manager experiences. Interoperability with platforms like Salesforce means that the ExpertusONE LMS is multifunctional, and your company can get the maximum value out of your investment in training technology.

Build Up the Sales Pipeline

With the integration of a learning management system, your sales pipeline will become more robust and effective. Leveraging the ExpertusONE Salesforce LMS integration means that you will equip your sales teams with resources that make their pitches and proposals even better. With a wider variety of resources in their hands, sales team members can encourage trust and provide more detailed information when prospects request it. Every prospect touchpoint will be supported by resources, data, and detailed insights into product specifications.

Offer Consistent Sales Coaching

Training your sales team is not a single-step process. Onboarding is the initial phase of training, but you must continue to reskill and upskill your sales team on a regular basis. Sales coaching is essential to your team’s success, even if you have a team of experienced sales professionals. Changes to your products, services, or even overall messaging must be communicated to your sales team. Even further, sales managers may have critical insights into industry needs, concerns, or even sales strategies and should be given the time to share these insights with their team members.

Consistent sales coaching can add value to your team’s experience, and LMS software will enable ease of learning and access to essential resources. When integrated with the Salesforce platform, ExpertusONE’s application pushes training resources to sales personnel on the platform they are already using for other aspects of their work. These training and coaching sessions can take place within Salesforce, using the ExpertusONE app, so that sales personnel do not have to manage multiple systems or platforms during their already busy workday.

Create Engaging Learning Courses

If you want your team to retain training information (and you do!), then you must create engaging learning courses. The ExpertusONE Salesforce LMS Integration App makes it easy to add engaging elements to existing courses or incorporate them as you develop a new course. Our digital content player enables video content, audio content, interactive polls or quizzes, and videoconferencing. Even further, our gamification tools provide a fun, competitive element that boosts employee engagement and interest in the courses.

Keeping sales teams engaged with training is essential for retention and for the success of those training initiatives. With the ExpertusONE app for Salesforce, you can add engagement elements to each learning course with ease.

Measure and Report Training Impact

Gathering sales training data is perhaps one of the highest priorities for training managers because they will need to track compliance and ensure that team members are equipped with the necessary resources. With the ExpertusONE app for Salesforce, managers, and leaders can run advanced data reports and get insights into the effectiveness of their training initiatives. These LMS reporting and data insights are also important for long-term reporting and historical insights. With these data points, your company can get a higher level of insight that will improve your overall effectiveness.

ExpertusONE’s Salesforce LMS integration can shorten the path from learning to sales and improve sales objectives overall. With the enterprise LMS platform’s interoperability, you can get the maximum value out of your investment in training technology. The ExpertusONE app enables sales in real time and encourages team members to craft more robust pitches that are developed on the foundation of data. Accessible resources mean that your team can provide prospects with more detailed answers to critical questions and build trust in the process.

Want to learn more about the ExpertusONE Sales application? Download the whitepaper or contact us for a demo.