How Trotec Laser Reduced Their Salesforce Training Efforts By 60% With Whatfix

Being one of the world leaders in the field of laser technology, Trotec Laser Gmbh has an install base of over 30,000 systems, serves customers in more than 90 countries and employs more than 550 people worldwide. With a recorded turnover of € 110 million in 2016, Trotec spearheads the development and manufacturing of laser systems for marking, cutting, and engraving materials.

With the expanse of their organization and customers base, there is little wonder as to why Trotec opted to go for Salesforce as their core CRM. Albeit, the change that was supposed to make things better was riddled with newer challenges.

With Whatfix, our training and documentation efforts have gone down by 60% while creation and updation has become much easier.

Juergen-Bonifarth

Juergen Bonifarth
CRM Specialist, Trotec Laser

Dealing With Change & Streamlining Salesforce Adoption

Trotec began their Salesforce Lightning rollout with their Austria, Germany, and Switzerland divisions. They are planning to continue the process in their European and the Overseas clusters as well.

The initial rollout helped Trotec realise that one of the major challenges that would follow the implementation would be empowering their employees with quicker Salesforce adoption and providing consistent training on the platform to manage change. This paved the way to using Moodle, their in-house LMS, for creation of Salesforce training courses.

Trotec also recognized that creating these courses on Moodle would be beneficial in managing the change to Salesforce in the long run, as they are continually rolling out the CRM to all their offices. But, as they started the course creation on Moodle, they recognized that this process may not be scalable comparably to their rollout and implementation timeline. This was especially because the course creation on Moodle took an average of 30-40 days, making it yet another concern that required a quick resolution.

With the reduction of time-to-value and manual efforts in their agenda, Trotec decided to look for a one-stop-solution that could solve their Change Management challenge, Salesforce Adoption, and Employee Training woes with Moodle.

60%
Reduction in Salesforce Training Efforts
50%
Reduction in Content Creation Time

Trotec Discovers Whatfix – The One-Stop-Solution

After extensive research, Trotec decided that the solution required should provide in-app help and be able to train their employees on their LMS as well. The search for such a tool stretched to the evaluation of many until Trotec found Whatfix. The differentiating factor being its ability to solve Trotec’s pain-points effectively while providing them with the much-needed SCORM compliant LMS training courses.

Whatfix could essentially help Trotec create real-time interactive walkthroughs on their Salesforce Lightning. These walkthroughs could also be reused as a part of the Salesforce training courses in Moodle, assisting and guiding their employees throughout their training.

It is very easy to create walkthroughs that guide users on our Salesforce CRM. Great admin backend. Whatfix’s analytics is a powerful tool to see the progress of the users and train them on point.

Juergen-Bonifarth

Juergen Bonifarth
CRM Specialist, Trotec Laser

Whatfix Accelerates Trotec Laser’s Employee Training, Salesforce Adoption, & Change Management

Trotec’s employee training process primarily consists of two stages.

  • Online training – made available through Moodle to all the employees.
  • Traditional classroom training mechanism – in which direct training is given to the employees.

Trotec’s adoption of Whatfix, used in both the aforementioned stages, was split into multiple phases.

The first phase involved creation of Whatfix interactive walkthroughs on their Salesforce Lightning sandbox environment. After creating the initial set of walkthroughs, Trotec’s focus shifted to the Salesforce training courses on their LMS, Moodle. Using Whatfix’s SCORM package support, Trotec was then able to reuse their walkthroughs on Salesforce, adding them to the training modules created on Moodle.

Since their implementation and deployment of Whatfix in July, 2017, Trotec has been successfully able to:

  • Reduce their training and content creation effort by about 60%, enabling them to reuse the created walkthroughs
  • Cut down creation time of training materials by up to 50%
  • Measure the completion of Moodle courses via Whatfix SCORM package
  • Enable users to get live contextual help in Salesforce directly from within Moodle

With the successful collaboration with Whatfix, Trotec also has plans to implement interactive walkthroughs for their other in-house applications in the near future.

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