Overview
To fully leverage Shape, it's essential to ensure your team is well-trained and comfortable using the platform. A structured training process improves efficiency, enhances adoption, and helps teams maximize the platform’s capabilities.
📌 1. Establish a Training Plan
✔️ Define Training Goals – Identify key workflows and tools each team member needs to master.
✔️ Segment Training by Role – Tailor training sessions based on team responsibilities (e.g., Sales, Support, Account Managers).
✔️ Create a Training Timeline – Structure onboarding in phases to prevent information overload.
📌 Pro Tip: Break training into short, focused sessions rather than overwhelming users with all features at once.
📖 2. Use Shape’s Built-in Training Resources
✔️ Recorded Training Sessions – Provide pre-recorded tutorials for new users to learn at their own pace.
✔️ Live Training Webinars – Schedule interactive sessions with Q&A opportunities.
✔️ Knowledge Base & FAQs – Direct team members to self-help resources for on-demand support.
📌 Pro Tip: Encourage employees to explore Shape’s Help Center to reinforce learning.
🛠️ 3. Hands-On Learning & Role-Based Practice
✔️ Set Up Sandbox Accounts – Allow new users to test features in a risk-free environment.
✔️ Assign Role-Specific Tasks – Sales reps should practice lead tracking & follow-ups, while support teams focus on ticket management.
✔️ Use Real-Life Scenarios – Walk through common workflows so users gain practical experience.
📌 Pro Tip: Reinforce training with team-wide Shape challenges to encourage exploration and confidence.
📊 4. Monitor Progress & Reinforce Training
✔️ Track User Engagement & Activity – Review login activity and system usage.
✔️ Collect Feedback – Gather insights from team members on what's working and what needs improvement.
✔️ Offer Refresher Courses – Schedule ongoing training for new features and best practices.
📌 Pro Tip: Assign a Shape champion within your team to assist colleagues and provide internal support.
🚀 Get Your Team Shape-Ready Today!
A well-trained team boosts productivity, reduces support issues, and maximizes Shape’s impact.
📅 Need help with training? Contact Shape Support for training resources and assistance!
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