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Why Your LMS Needs to Integrate With Salesforce

Why Your LMS Needs to Integrate With Salesforce

Sandi Lin
January 2, 2024
Analytics & Reporting
Learning Technologies
Skilljar Product

At Skilljar, we understand that your business relies on Salesforce as the source of record for all customer data. Our Salesforce integration puts the LMS data you need right into your CRM, in real time, to increase your team’s efficiency and create a flawless customer training experience. When your team runs on Salesforce, you can accelerate results by seamlessly integrating your LMS and CRM, with the ultimate goal of improving your product adoption and long-term revenue.

In this blog post, we discuss the specific benefits of integrating your LMS with Salesforce.

One of the integrations that can enhance the efficiency of your Learning Management System (LMS) is linking it with Salesforce. This integration doesn’t just make things run smoother—it improves the eLearning experience for customers. Think of customizing learning for each user and automatically tracking customer interactions. The outcome? Improved information retention and a more optimized approach to customer training.

That isn’t all. Keep reading to learn why integrating your LMS solution with Salesforce is a strategic move for tangible improvements in your training initiatives.

Does my organization need a learning management system that integrates with Salesforce?

Although B2B companies use Salesforce to enhance their marketing, sales, and customer service initiatives, it’s not the go-to solution for end-user training. Providing training for end-users not only helps your company succeed by making sure customers get the most from your product, but it also builds a loyal customer base who can become strong supporters of your brand.

Do you want your users to spend less time looking for help and more time getting their work done? This is where connecting Salesforce with an LMS becomes crucial for Customer Education. Determining whether your organization needs an LMS that integrates with Salesforce CRM depends on various factors.

  • Salesforce usage: If your organization relies heavily on the Salesforce platform for customer relationship management (CRM) and wants to view live training attendance, create consolidated reporting dashboards directly from Salesforce, and find out the impact of training on product adoption, then integration with an LMS is invaluable.
  • Data consolidation: If you’re currently experiencing challenges with data silos, the integration will create a centralized view to manage training records and performance metrics.
  • Sales and customer success alignment: A Salesforce/ LMS integration aligns sales and customer success efforts with custom training and certification programs. It allows customer success and sales teams to access customer training data within Salesforce, enhancing sales training effectiveness and learning experience.
  • Automation and efficiency: An integration with Salesforce can automate training processes, reduce manual effort, and improve overall efficiency in managing LMS-based training programs. You can use this integration to help you automate various workflows, such as user onboarding, course assignment, and customer training completion tracking.
  • Multi-channel learning: If your organization uses multiple channels for training, such as online courses, webinars, and virtual instructor-led sessions, a Salesforce integration can help you consolidate all the data from various training channels so program managers get a unified view of all learning activities.

Discover how Auomox achieved a 75% reduction in customer onboarding time with Skilljar.

Benefits of integrating your LMS with Salesforce

Integrating an LMS with Salesforce has several benefits for organizations that use both platforms. Below are the five of them.

1. Streamlined data management

Integrating your LMS with Salesforce streamlines data management by combining information from both systems. This ensures a cohesive link between learning activities in the LMS and sales/business data in the CRM. So, this integration allows organizations to measure the impact of training on sales and identify correlations between employee development and customer engagement.

2. Real-time analytics and reporting

Combining LMS and Salesforce data through an integration allows for more robust reporting and analytics, providing a comprehensive view of customer training, product adoption, and other relevant metrics. Plus, organizations can build customized dashboards in Salesforce to view training data alongside other key business metrics.

3. 360-degree view

Salesforce users can have a comprehensive, 360-degree view of customers, including their training history, product engagement, and other relevant data. From a historical standpoint, the integration lets customer training program managers navigate through a user’s training trajectory, shedding light on the courses completed or certifications earned.

4. Enhanced prospect monitoring

When integrating your LMS with Salesforce, you can automatically add training activity to Salesforce (SFDC) records to monitor prospect engagement and trigger sales outreach. This integration isn’t merely about recording interactions—it’s a strategic move that empowers sales teams with real-time insights into the potential clients’ interests and knowledge acquisition patterns.

5. Improved product adoption

Accelerate product adoption, increase customer satisfaction, and deepen customer engagement by appending training and certification data to contact records in Salesforce. This is achieved by tailoring training programs to address specific customer needs, ensuring that users are equipped with the knowledge required for optimal product usage.

See this case study to learn how Asana achieved 2x+ growth in users for the eLearning platform, using Skilljar.

Skilljar integrates with Salesforce

Skilljar is a trusted customer training platform and education software. Organizations use Skilljar to create training initiatives that meet the unique needs of their employees, customers, and partners.

This LMS platform goes beyond traditional training methods—it offers a user-friendly interface and functionalities like course creation, online quizzes, badging and certifications, analytics, single sign-on (SSO), self-service and instructor-led training, and powerful integrations.

Get a Skilljar demo to learn more about how the Salesforce integration can help you drive efficiency and enhance the impact of your educational programs.

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Take an interactive tour of Skilljar, or book your demo with our team.