Title: How to Build Customer Training Academy Using an LMS [Checklist + Tools]
1How to Build Customer Training Academy Using an
LMS Checklist Tools
2Grab any of your 2-min Maggie Packet and look on
its label back, theres always a recipe for your
delicious dish. They dont just sell you a
product but teach you how to make use of it. This
is the purpose of your customer training academy
teaching customers about how to make the most
out of your product. This educational process
simplifies the complexity (too technical sounded)
around your product services helps to advance
leads further down to dedicated customer
onboarding even creating a lubricative sales
funnel. It's high time! Surface the value of your
product by educating your customers and letting
them become experts in what theyre using.
Because an expert product user is hooked to
become your brand advocate. So, shall we start by
understanding why you need a customer-training
portal for all this education and how to build
customer training academy using an LMS?
Why Do You Need a Customer Training Portal?
3- Essentially, you aim to create an academy for
your customer to make them aware of your product,
but, then why do need a customer training portal
for that? Is it worth your investment? - Every customer needs something more or less when
theyre buying anything online, so it all drips
down to the amount of information they have,
supporting them in their buying decisions. In
simple terms, you need an advanced approach to
identify your users expectations, goals, nature
of work, requirements at their job, etc to create
a personalized learning experience. - And hell no, youre using excel sheets data
segmentation tools to accomplish that process,
you need an intuitive portal. You need an
AI-tech-driven portal that accommodates a few
factors - Provides a personalized customer experience
through Intuitive Onboarding - Reduces churn by providing value-driven solutions
- Upsells your sales funnel
- Enables your users to become Brand Advocates.
- Increases Lifetime value (LTV) customer
retention rate. - An expert user is like a loyal addition - they
will see the value earlier in your sales cycles.
Even if theyll consider activating or
up-gradation your higher-end services as your
academy serves as a gainful experience, they will
stick for longer. - To upscale your educational bar, consider
offering high-quality industry-related education.
It will establish your organization as a
though-leader or leader in your industry.
Furthermore, it improves your position as a
strong brand, attracting more and more leads
easy conversions.
4How Companies are Using LMS for Customer Training?
- High chance that you already have customer
onboarding in place through various means
resource sections (blogs, ebooks, case studies,
etc), an auto-responder email sequence, live
webinar sessions, or even a live demo about your
product use. Considering the time factor,
these are time-consuming mechanisms to
achieve any desired sales goals. - You need to keep a constant tap on your
customer's life cycle and regulate your training
process to enable an environment of self-paced
learning. A dedicated customer training portal
helps to tap such aspects by personalizing the
right content mix to teach the use of your
product until the customer reaches their "Aha!"
moment. - Segment the courses from basics to expert-level
of your product. That's exactly what Hubspot
Academy does with its education academy. They
created courses on how to use every tiniest
feature of their product, resulting in users
buying their premium features to explore more. - How Do You Build a Customer Academy Using LMS?
- Lets take the example of Articulate 360 academy
to understand the need for a dedicated training
portal. Now, you dont have to align your goals
based on these current academies, just a tap of
how successful an academy can be for inclusive
lead generation.
5Tips for an Effective Training Portal
This portal was built using Rise 360, a
top-rated online course platform (application)
and LMS. Rise 360 is a white-label solution with
full-customizable features to educate the
customer and train the employees or provide
courses to a wide audience.
When we talk about tools that any organization
can employ to create an effective academy - there
is a wide variety to implement a training portal.
Depending on your S.M.A.R.T goal set in to
channel the purpose of your academy. E.g- You
can use tools to establish a knowledge hub. They
have an integrated system, providing a range of
features to achieve your academy goals.
6- The Following are Effective Training Portal
Features - Lesson-segmenting capabilities
- Course-access restriction
- Interactive E-books
- Interactive Video Content
- Media Solutions (Visuals, Audio, Exercises,
Quizzes, and Text-format) - These features help enable a unique learning
experience for your users and encourage them to
upskill enjoyably.
Quick Checklist to Build Customer Training
Academy (Using an LMS)
A self-hosted LMS can cost expensive range to set
up, but a cloud-based LMS setup might cost
somewhere lesser, comparatively. Even though
purchasing a learning management system is
essential for enhancing your training programs,
if youre hesitant to spend the time setting up
your platform properly your training
initiatives may not succeed. We're going to
assist you in properly setting up your LMS today
by guiding you through the checklist of an LMS
setup, are you ready? (Sip up a coffee, you might
need these pointers for later whiteboard sessions)
7- Schedule a launch date
- Prioritize the first steps
- Define your KPIs
- Familiarize yourself with LMS
- Set up Integration
- Establish User Roles
- Set up Customer Portals
- Upload Relevant Content
- Customize Email Notifications
- White Labelling Branding
8- Build an implementation team
- Some businesses will take up considerably more
time than others, depending on several factors - Learning resources you need
- The size of your business
- The level of training delivered
- Another thing to consider is that, if your
company is getting started (startups), there are
chances of hiring any full-time eLearning and
training managers or specialized training
managers that may get out of budget. For that
situation, you can train your employees to
implement the program. Start by sketching the
picture through questions you need answers for,
e.g.-
Question to Ask to Form the Customer Training
Program Implementation Team
- Who will upload the content and who will produce
it? - Who will consult with and employ specialists to
aid in the LMS's setup? - Who will write customized code for the LMS (if
permitted)? - Who is in charge of marketing the new training
system to your stakeholders customers, staff,
etc.?
9- We recognize that your company might have
specific demands, so even if these are
generalized questions to ask when assembling an
implementation team, don't be hesitant to add
additional ones and make them more goal-oriented. - Define your KPIs (Measuring Learner Performance)
- This step will make sure that as soon as your LMS
is operational, your team will be able to assess
learner performance right away. Moreover, your
company and its trainers can quickly monitor
learner progress by using analytics reports in
your LMS. - Familiarize Yourself With the LMS
- In this phase, you've set a date when your LMS
will be operational for registered users to
access courses, and you've organized an
implementation team. - The exciting phase is about to begin, Sit tight!
- Entering the LMS. Depending on the size of your
business, only a few members of your
implementation team should be operating the LMS
rather than the entire team. - Set Up Your Integrations
- Integrations are one of the reasons LMSs are such
in-demand training solutions for hybrid training
of consumers, employees, and other audiences.
Through integrations, your company can link
external 3rd party programs with your LMS, so
that they can support your training requirements. - Whether you utilize default features included in
the LMS, it's always worth checking with your
provider to see if it can be connected while
you're setting up the integrations. - Common Integrations in an LMS
- Google analytics
- Facebook pixel
- Hubspot
- Salesforce
10- Other webinar solutions include Zoom,
GoToTraining, and GoToWebinar. - Accredited single sign-on (SSO) (for storing CEU
and certifications) - Establish User Roles
- Your LMS needs a systematic approach that clearly
defines the access permissions and
responsibilities that your trainers and admins
have for learners. Just like in universities,
when students take tests that are graded by
professors. - Set Up a Customer Portal
- Customers Portals acts as an exclusive
training ground for various user demographics
you are educating. Therefore, you can skip to the
next step if you're utilizing the LMS for
internal training and are not interested in
segmenting training by the department. - But, in the case of B2B training, your team must
create portals for each of your clients. While
creating a portal, you should designate an
administrator to run the training sessions for
the group of learners being trained. - Upload Relevant Content
- You have so far started building your training
programs in the LMS and uploaded some learning
resources, but you haven't fully developed
a course that is prepared for users to enroll
in. If you faithfully adhere to this LMS
implementation plan, your courses are currently
in the form of outlines or drafts rather than
finished products (training courses) that are
prepared for distribution through internal and
external channels. - It's now time to complete your training programs
in the LMS to get everything ready for launch. - Customize Email Notifications
- If you're using a cloud-based LMS, you might
already have an email notification system built
into your platform, depending on your LMS
provider. What are these LMS notifications for?
114 Reasons Why to Use LMS Email Notifications
- Sending out notifications to users to tap their
learning progress. - Updating your learning about new resources or
relevant courses. - Enhancing learner's involvement in a course.
- Promoting new training and courses.
- The LMS can help you keep your learners more
engaged and on schedule in completing their
training programs. So, you must try to customize
your email notifications according to your course
requirements. - For example, a trainee who enrolls in a course
using your LMS ought to get an email including
their account and password. The ones who need to
reset their LMS passwords also require an email. - White-Labeling Branding
- Since many LMSs are white-label platforms, you
may replace any vendor ties by attaching your
logo and brand assets to the platform. Your user
may feel more at ease when your training LMS is
visually customized representing your brand
(colors, graphics, and unique pages URLs). - Advantages of White Labeling
- Enables a Learning Environment (customizable
branded features)
12- Hide vendor ties
- Provide personalized instructions
- Since each LMS is unique, find out what your
provider has to offer in terms of white-labeling
before starting to customize. - Finalize Courses and Platform
- In this step, many of you are ready to click
Publish and onboard your users. But since there
are many factors responsible for the training to
be successful invest as much time as you need
to detail your road map. - After that, you can access templates to evaluate
your training programs here, check that
everything is functioning as it should, and
polish all of your courses and learning
materials. - Onboard and Enroll Users
- The team manager feature sells online staff
training courses in bulk directly to businesses'
LMS eLearning platforms. - Put your LMS to the test right now. Get your team
managers to send out bulk direct mails to
businesses LMS e-learning platforms and onboard
them into the LMS system. Easily said than done,
we understand, thats why you might need a
customer training onboarding guide to keep your
process in flow. - Aye, high time to launch your customer portals as
well if you're conducting external training. Make
sure you implement the best practices you can go
about onboarding users into the system if you
haven't already.
Challenges for Making a Customer Training Academy
13- Traditional customer training methods in
different learning environments (Hybrid
Workforce) - Course promotion and Increased competition
- Lack of time or resources to finish objectives
- Failing to make a good first impression
- Using old training manuals
- Burning out your customer training team
- Conclusion
- Educating customers is a continuous process. You
might face friction points while establishing
your seamless training program, but setbacks are
meant to let you restructure your entire process
re-create using tools strategy to evolve your
entire organization dynamics. - So, to ensure your customer training academy is
helping your customers to understand your
products services better - Start with a Free
LMS Demo to have a peek at how it shapes your
training strategy in a personalized manner.
14About CXcherry
- CXcherry is a modern, AI-enabled, purpose-built
Customer Education Platform. CXcherry Customer
Education Platform is on a mission to redefine
the way you onboard, engage and retain your
customers. CXcherry Customer Education Software
help you to accelerate your product adoption and
increase customer retention through continuous
customer education. - Leading organizations around the world trust
CXcherry customer learning platform to manage
deliver their customer training and measure the
business impact of their customer experience.
CXcherry Customer Training Learning Management
System is proud to be one of the important
partners in your customer's success journey.
CXcherry Customer Training LMS Software Online is
used by many leading Small Medium Enterprises,
Start-up companies, Training Companies, SaaS,
PaaS, and Software Product companies to train
educate their customers. - It acts as the single suite for all your training
needs. Some of the key benefits are- - Easy Administration
- Intuitive User Engagement
- Easy Content Upload
- Built-In Certification and Assessment Engine
- Multi-Domain Functionality
- API Driven Third-Party Integrations
- Data Intelligence Reports
- Enterprise-Grade Reliability and Security
- Powerful Integrations with WordPress, Zoom
- Contact CXcherry
- Address 2603 Camino Ramon STE 200,San Ramon, CA
94582,United States - Contact No (1) 332-232-7494