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Customer Training
Done Right! 

Connect with an Account Specialist Today to Discuss Your Customer Training Program on a Live Session or Review Methodology and Examples of Successful Programs
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Examples of Successful Programs

LocalMasters offers a platform as well as strategic insights for your success. Connect with us today for free personal consultation or if you are in early phases of research then browse through these 6 programs from industry leaders – the ones that inspired LocalMasters to build a turnkey platform that enables every business to build similar programs without the resources that these industry leaders had access to.

Career Mentoring

High-Potential Mentoring

Diversity Mentoring

Collaborative Mentoring

Reverse Mentoring

New Hire Mentoring

Programs were chosen based on familiarity with the brand name - not association to LocalMasters.

Methodology
For Success

Step 1

Defining Customer Training

Step 2

Importance of Customer Training

Step 3

Implementing Customer Training

Step 4

Measuring Customer Training Success

Step 5

Sustaining Customer Training Efforts

HubSpot Academy

Program Objectives

HubSpot is a popular inbound marketing and sales platform. HubSpot’s learning portal, the HubSpot Academy, provides HubSpot customers with three main learning avenues:

Videos: High quality training videos grouped by topic and have links to additional relevant resources.

Projects: These are step-by-step sequences to help learners to set up their HubSpot platform. 

Certification: The certification culminates when the user completes all the classes and an online test that gives a personalized e-badge when passed. 

HubSpot has done a fantastic job with HubSpot Academy and A good way to increase engagement among customers is to introduce gamification in learning. Quizzes, challenges, and assessments are some effective ways to help users quantify their learning and spot areas for improvement in a fun way.

What Made it Effective?

HubSpot Academy is a hit among HubSpot’s customers because

  • Easy to use. The training modules as well as the platform are quite intuitive
  • Easy to understand. Text, animations, pro-tips, and videos walk you through the steps.
  • Reinforcement learning. Badges earned after passing the test can be displayed on websites, social media, email signatures, and more.

Like What You See in HubSpot’s Program?

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    Zendesk University

    Program Objectives

    Zendesk is an award winning customer service software.  The platform offers both free and paid training to onboard its customers at scale with its Zendesk University. 

    Zendesk’s customer program also includes a wide variety of training and consists of distinct learning pathways for admins, agents, and developers. 

    With a great customer training program, Zoom has done a fantastic job in differentiating itself from competitors. Zoom can take their success further by implementing virtual, instructor-led training (VILT) to encourage more interaction & collaboration. 

    With VILT, businesses can effectively train their growing and more dispersed customer base at a controllable cost. Organizations can incorporate VILT for customer onboarding and to provide blended training experience to its customers for skills training and professional development.

    What Made it Effective?

    The Zendesk University is a hit among Zendesk’s partners and customers as

    • Zendesk’s customers can select from a wide range of content that best fits their learning style including On-demand content, eLearning, Custom training, Onsite training
    • Multiple streams, including video and eLearning opportunities, let learners choose how they’d like to learn.
    • The videos are short and crisp, easy to understand. This makes it quite easy to view the bits you’re most interested in.

    Like What You See in Zendesk’s Program?

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      Salesforce University

      Program Objectives

      Salesforce makes web-based software designed to generate leads, get new customers, and close deals faster. 

      To help their customers to sell, service, and market smarter, the Salesforce University offers free training under its Trailhead banner in addition to certifications, and virtual and live events. 

      A good way to make your users understand your platform better is to show how it can be used in real life. Salesforce can achieve it by adding a case study library in their customer training portal.

      A follow-on case study analysis can help them see what they have learned in practice and to think about real situations where they can apply their knowledge.

      What Made it Effective?

      The Salesforce University is a hit among Salesforce’s partners and customers as:

      • Trailhead is an engaging environment that provides “trails” that can be filtered by role, skill and experience level to direct individuals to useful content.
      • Modules can be selected independently of a trail for a completely customized experience.
      • Bite-sized learning subunits in each module makes learning easier.

      Like What You See in Salesforce’s Program?

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        Optimizely Academy

        Program Objectives

        Optimizely is an American company that provides digital experience platform software as a service.

        Optimizely’s Optiverse Academy and Certification platform makes it easier for customers to discover the right content for them, and prepare for certifications. 

        Optimizely Academy has helped Optimizely earn happier, more loyal customers. They can add to that by instilling a sense of continuity. 

        The audience must be allowed to go back to the course whenever needed and as often as necessary. Follow up and refreshers should be offered as needed to the customers.

        What Made it Effective?

        The Optiverse Academy is a hit among Optimizely’s partners and customers as:

        • Optimizely Academy gives its customers flexibility in how they learn.
        • Optimizely customers can also choose between training and certifications.
        • Individual courses and learning paths are also broken down by product, strategy, and results.

        Like What You See in Optimizely’s Program?

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          Procore Certification

          Program Objectives

          Procore Technologies is an all-in-one construction management software as a service company with headquarters in California.

          Procore offers a free training and certification program to its customers and uses on-demand training to drive brand awareness, generate prospective customers, and improve customer retention. 

          Procore can ease the load of its customer support team and reduce the number of individual support requests that require their attention by providing training from the get go. 

          When a new customer signs up for your product it’s a crucial time. They need to see the value add for them ASAP, or you risk churn. That’s why it’s the best time to enroll them in a training course.

          What Made it Effective?

          The Procore Certification is a hit among Procore’s partners and customers as:

          • The program has role-based training courses, deep-dive training on their suite of tools, and the option to earn continuing education credits.
          • Both foundational and role-based certifications are available.
          • When a Procore customer completes training, they have the option to display a certificate on their LinkedIn profile. This has enabled Procore to build their LinkedIn community and establish the company as an industry thought leader

          Like What You See in Procore’s Program?

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            ServiceNow Training & Certification

            Program Objectives

            ServiceNow is a popular cloud computing platform that helps companies manage digital workflows for enterprise operations.

            ServiceNow’s training has an extensive portfolio of online courses for their customers to choose from and gives customers valuable, hands-on practice with their product. 

            To make their customers more engaged and successful with their product, ServiceNow can incentivize the training program with certificates. 

            As training might get overwhelming for customers and isn’t always top-of-mind, here’s where incentives come in. If a customer knows that if they complete training they will receive a certificate, they’re more likely to complete it. It’s a goal for them to work towards.  Your customers can prove they know how to use your product and achieve success.

            What Made it Effective?

            The Procore Certification is a hit among Procore’s partners and customers as:

            • ServiceNow provides a vast portfolio of customer learning across IT, HR, Customer Service, and other departments.
            • Learning paths are available for administrators, developers, and implementers. Individual courses can also be filtered by type, role, topic, and certification.
            • ServiceNow has flexible pricing that makes it easier for customers to either bulk purchase learning credits, or get a subscription to ServiceNow’s on-demand library.

            Like What You See in Caterpillar’s Program?

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