CRM Best Practice #4 - Make Your Own e-Learning System
While I think most Aplicor users primarily use the CMS (Content Management System) to create an email library of letters, custom business processes and sometimes best practices, we've adapted the CMS to create a very cool e-Learning system for both new-hires and experienced users. The process we used was as follows:
- So that all e-Learning topics and pages follow a consistent look and feel, we created a few Templates that are the starting point for all learning content. The templates are really nothing more than a common heading banner (with a fixed table of fields and values), a common cascading style sheet (CSS) and a common footer with company specific information (contact info, privacy and confidentiality notices, etc.)
- We also inserted certain pre-approved images such as our company logo. Obviously we compressed all these images as our users are not graphic artists or even Photoshop knowledgeable.
- We first opened up the CMS and eLearning templates to most of our line of business managers. I gave them a 60 minute CMS training overview and they were pretty much all off to the races.
- Our business process was that line of business managers was stick to the templates, reach out to the system administrator (SA) if they needed additional functionality or images and save all finished work with a Status = Complete when done. Our SA would then review the page, sometimes review the actual HTML code and then publish the pages to the site.
- To separately group all of our eLearning topics, I used the Menu Designer to create a menu item called "eLearning" which then used a cascading menu to display all of our eLearning chapters.
Our managers have created eLearning topics around the sales process, the qualification process, proposal generation and several types of marketing events.
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