How Pokemon Go Can Help Your Team Use Salesforce

Whether we like it or not, Pokemon Go has been a surprise hit over the last few weeks.

Everywhere you turn, people are mesmerized by their screens, trying to find nearby Pokemon and earn a higher score.

While I find the fad to be both interesting and entertaining (nope, I'm not a player), I've noticed some interesting correlations between Pokemon Go and the impactful Salesforce training solutions that I've been delivering to end user for the last 7+ years.

Below are my key observations, which you can incorporate into your own Salesforce training curriculum:

1. "Let me get my hands on it" - Pokemon Go is an interactive game.

Nobody wants to sit back and look at your boring PowerPoint slides with arrows, boxes and transitions.

When it's interactive, people want to get involved and do it. 

Your Salesforce training should be structured so that your team is following along, in real time, while logged into Salesforce - performing all the same steps being taught at that moment.

2. "Make it fun, or I'll ignore you" - Pokemon Go is fun!

If your Salesforce instructor isn't excited about the platform, or the training, it will come through in the training and everyone will be asleep within the first 20 minutes.

Talented, skilled, experience and enthusiastic instructors know how to make it fun, throw in some humor, keep the audience laughing while covering a whole lot of serious material at the same time.

3. "I'll log in when I feel like it" - Pokemon Go is available 24/7

Tell your Sales team that they're expected to block a day or two off their calendars for Salesforce training, and they'll throw themselves down a flight of stairs just to come up with a valid doctor's note to avoid the course.

If, on the other hand, you provide them with a live, web-based training course, broken up into one hour time slots, and the recordings are available anytime you're talking their language! 

4. "I'll do it wherever I feel like it" - Pokemon Go is available on mobile devices

Tell your Sales team that they're expected to be in your corporate office, locked up in a conference room in order to learn Salesforce, and they'll want to toss a chair at you.

Besides, flying everyone in to a central location introduces lots of travel expenses and it could be a logistical nightmare to have 20+ people in the same room, logged into their computers while watching the instructor do their magic on the big screen.

If, on the other hand, you let them log in from any location, you save the travel expenses while your team members get to participate in the environment that's most comfortable and convenient for them.

5. "Just show me what's relevant to me" - Pokemon Go is customized to show the appropriate environment for each individual user

Do you really want your entire team sitting through a generic YouTube video, getting trained on a Salesforce environment that is different from their actual day-to-day work environment?

Each company configures Salesforce differently. Add on the variations that are introduced through page layouts, roles, profiles, record types, validation rules - across different business units (commercial versus consumer) and functional area (marketing, sales, customer service).

Your users should be grouped in training sessions that are relevant for them, with their instructor logged into the same configuration, with the same settings as the users in the room. Doing anything else is confusing and distracting to your team.

Training your team in their live, actual day-today environment makes it relevant for your team and allows them to simulate real-life scenarios during the training process.

Want to learn more? Hear my Salesforce training secrets and learn how I incorporate these concepts (plus a whole lot more) in this recent ButtonClick Admin podcast.
  • Are you struggling with Salesforce training for your team?
  • Do you need a custom Salesforce training curriculum for your users? 
Give me a call at 201-478-7412 and let's get started.
About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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