How Does Cloud-Based Salesforce Integration Work

Salesforce is an effective CRM tool that can transform your organization when you integrate LMS into it. You can cater to user demands by training your staff to create innovative services or products. Salesforce LMS not only improves sales operations but also increases customer satisfaction.

As a cloud-based system, the integration of Salesforce with LMS allows you to access resources from anywhere at any time.

How LMS Integrates with Salesforce

Salesforce and LMS can be integrated using an application programming interface, also called an API. Doing this allows your sophisticated customer training platform and the CRM to share data across two programs.

Deploying the API is a simple process that can be completed in a few minutes. After your LMS admin installs the API, the next step is to decide the fields in the e-learning platform you want to push to Salesforce.

For instance, these fields can be the courses learners have completed, credentials earned, scores, improvement areas, etc. Anyone in the organization can view this information, along with sales data, upcoming meetings, contacts, and learning progress.

Why You Should Rethink Educational Offerings for Your Organization

Companies across the world are going through virtual transformations, especially in the way they offer educational programs to their employees. One obvious reason for this change is the pandemic.

But since companies and users alike have had enough time to try out remote learning and working, it is estimated that a vast majority of them would prefer to stick to online learning and working.

Below are some benefits of cloud-based Salesforce integration with LMS:

Data Analytics Capabilities

E-learning programs can connect with Salesforce applications to enhance your productivity. Other departments can collect the data from the Salesforce LMS integration.

Data is written back to the CRM when the participants earn credits, certificates, or finish a program. By getting up-to-date data about their educational accomplishments, you will have an accurate engagement picture.

Measure the impact of your training programs by analyzing:

  • New registrations
  • Older students’ renewal rates
  • Membership status
  • Abandonment patterns
  • Program ratings
  • Learner performance, etc.

Salesforce AI can help you forecast enrollment and revenue, improve dynamic business strategies like marketing and decision-making processes. For instance, you can assess campaign success, popular programs, user satisfaction levels, instructor reviews, and financial performance.

Upskilling Your Workforce

Salesforce LMS integration can help your employees earn additional certifications and be industry-ready. These enterprise-level applications can cover various business aspects like data, logic, UI, sales, etc. You achieve the desired operational efficiency, consumer loyalty, service/product quality, and consistency.

Advantages of online training with Salesforce cloud-based LMS integration:

  • On-demand, convenient, and virtual instructor-led training, which you can schedule according to your progress
  • Customized learning modules to suit different business objectives and industries
  • Costs savings with offline and online course delivery and qualification assessments
  • Video content creation with interactive and engaging elements
  • Adaptable to changing market demands with easily configurable education solutions
  • Scalable and fully accessible comprehensive digital learning solutions

Customer Engagement

You can utilize Salesforce triggers to work for you and identify leads. Usually, you may generate reports from your LMS, but the same data is now available on Salesforce. So, driving automatic recommendations to ensure users’ continued enrollment becomes much easier during marketing promotions.

For example, when a learner has completed an e-learning course, the information gets shared with the CRM. This action triggers another step, such as a promotional email marketing campaign to engage the learner further. It could be a related training course, certificate renewal deadline, or digital badge program.

This step will be triggered automatically by the changes made in the LMS field status. Other actions can be clicking on a targeted link, visiting a specific webpage, or downloading a free report. You can use the CRM-LMS integration to boost engagement for members, staff, prospects, clients, and top executives.

In today’s world, digital platforms are everywhere. Organizations that don’t keep up with the growing technological challenges will likely struggle to find their foothold in the market. With Salesforce cloud-based LMS solutions, companies can achieve positive outcomes.