How to Conduct Successful SaaS Training and Onboarding

Written by Ben Beadle
on June 12, 2017

SaaS training

Congratulations – you’ve found the right SaaS solution for your business! But now comes the dreaded rollout. Your enthusiasm for your new software diminishes as you envisage months of fire-fighting with departments that are either resisting the rollout, or fudging it. Don’t despair – my 7-step guide to enterprise SaaS training and on boarding is here to help!


Step 1. Set out the project vision

Communicate the project vision from the outset. An email or newsletter would suffice, but a video can be a great way to introduce affected staff members to the new tool and how it is going to help them.


Step 2. Train admin users first

In order to make the most of all your SaaS tool has to offer, train the administrators first. This not only gives them time to learn the system, but also to fill it out with all your personalized content. By the time you’re ready to rollout to the end users, the service will be fully functional and your admin users will be familiar enough with the system to answer any questions that occur.


Step 3. Offer a demonstration and Q&A

I’d encourage you to involve your SaaS provider in a demonstration and Q&A. This could be broadcast live online, but a recording should also be available for later use. Having the provider available together with key staff within your organization means that questions can be fielded appropriately.

Note – In all the software training, don’t forget that some users may also need training on the basics of how to use the equipment. iPads and other mobile devices are still relatively new sales tools.


Step 4. Resolve user issues quickly

It sounds like a no-brainer, but it’s crucial to maintain momentum in the early days of rollout. User issues should be dealt with swiftly to ensure resistance-free onboarding.


Step 5. Take one thing at a time

Having a new tool that you know is going to optimize your business is exciting, but try not to get carried away. We recommend rolling out to one user group at a time to ensure that any queries or issues can be dealt with effectively.


Step 6. Provide follow-up training after 4 – 6 weeks

After 4 – 6 weeks of using the SaaS platform, users will be pretty familiar with it. Follow-up training is the perfect time to teach them shortcuts, tips and tricks that will enhance their productivity. It’s also a good time to ask for feedback on both platform and content to check that your vision is being realized.


Step 7. Keep it up!

Training shouldn’t end at 6 weeks. Keep in touch with your SaaS provider to see what further training might be available as system updates are added, or just to keep things fresh. iPresent offers complimentary onsite or online training in addition to a self-service online knowledge base to ensure a smooth rollout and optimized utilization on an ongoing basis.





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