How to Build Customer Training Academy Using an LMS [Checklist + Tools]
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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 they’re 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 user’s expectations, goals, nature of work, requirements at their
job, etc to create a personalized learning
experience.
And
hell no, you’re 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 they’ll 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.
How
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?
Let’s
take the example of Articulate 360 academy to understand the
need for a dedicated training portal. Now, you don’t have to align your goals
based on these current academies, just a tap of how successful an academy can
be for inclusive lead generation.
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.?
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.
4. 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.
5. 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.
6. 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
- Other
webinar solutions include Zoom, GoToTraining, and GoToWebinar.
- Accredited
single sign-on (SSO) (for storing CEU and certifications)
7. 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.
8. 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.
9. 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.
10. 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?
4 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.
11. 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)
- 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.
12. 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.
13. 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, that’s 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
- 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.
About 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-
1. Easy Administration
2. Intuitive User Engagement
3. Easy Content Upload
4. Built-In Certification and Assessment Engine
5. Multi-Domain Functionality
6. API Driven Third-Party Integrations
7. Data Intelligence & Reports
8. Enterprise-Grade Reliability and Security
9. 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
Email: info@cxcherry.io
Website: www.cxcherry.io
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