8 Tips To Choose A Vendor That Provides The Ideal LMS Integrations For Your Customer Care Team

8 Tips To Choose A Vendor That Provides The Ideal LMS Integrations For Your Customer Care Team
Maslakhatul Khasanah/Shutterstock.com
Summary: You need a platform that alleviates combability issues and allows you to use your trusty tools with the click of a button. But which vendor is best for your bottom line? In this article, I share 8 tips to choose a vendor that provides the ideal LMS integrations for customer service and sales.

Customer Care Team LMS Integrations: Choosing The Right Vendor

Many Learning Management System vendors recognize the importance of cohesive online training ecosystems. They offer integrations that allow you to combine crucial business operations software with your new online training platform. In fact, there are so many solutions to choose from that the selection process is often stressful and time-consuming. How do you know which LMS company will live up to expectations and improve ROI? Then there’s the issue of other features and functionalities. Even if they offer your targeted integrations, do they deliver the best value for money and CX? For example, advanced support options to help you avoid common implementation errors. Here are 8 top tips to choose a vendor that offers the best LMS integrations for customer care online training.

eBook Release: Your Guide To Maximizing LMS ROI: How LMS Integrations Can Skyrocket Sales, Customer Satisfaction, And Staff Retention
eBook Release
Your Guide To Maximizing LMS ROI: How LMS Integrations Can Skyrocket Sales, Customer Satisfaction, And Staff Retention
Choose the best integrations based on your L&D strategy and business needs.

1. Analyze Your Current Tools And Tech Experience

What software does your team rely on for customer relationship building, HR tracking, and content management? You need to find LMS integrations for your go-to tools. Thus, you should start with an inventory of your current assets. It’s also a good idea to gauge the level of tech experience within your development/admin team. That way, you can find a Learning Management System that’s intuitive and user-friendly based on their preferences and skillsets. For example, the dashboard is fully customizable so that they can pin important reports or functionalities for quick access.

2. Use An Online Directory To Inventory Their Integrations

An online directory gives you a detailed overview of the vendor’s selling points and background. But you can also evaluate their list of LMS integrations to find the one that offers the total package. For example, they offer a SalesForce LMS and integrations for Slack and Adobe Connect which takes care of CRM, collaboration, and web conferencing. You can quickly weed out vendors who don’t support your must-have tools to streamline your business operations.

3. Look For Vendors In Your Niche

In addition to LMS integrations, the directory also features the vendor’s target industries. For example, they cater to the retail or customer service industries. This allows you to determine which Learning Management Systems are geared toward your specific online training requirements and challenges. They may already have integrations to align with business tasks and/or features that help you track performance and mitigate risks. For instance, the vendor has certification support ranging from templates to life-cycles.

4. Consider Their Features List

Another perk of using the online directory is that it has a summary of the vendor’s features. Your top 3 choices may have all the essential integrations, but they lack the primary selling points. You aren’t able to customize reports, or their support services are limited. Thus, they simplify collaboration and CRM but hinder other aspects of your business development. So, take a closer look at their features list and compare it to your own. Does it include gamification templates and badges? Which formats does it support? Can employees access content offline?

5. Evaluate Their Price Point

Of course, the vendor must also be within your price bracket. Evaluate their pricing model, starting costs, and additional service fees. For example, they offer a monthly subscription fee that’s based on active users and you must pay extra for advanced support options. These are all things to consider when calculating your SalesForce LMS budget to avoid overspending.

6. Reader User Reviews

User reviews allow you to gaze into the future and see if the tool is right for your team. At least, to some degree. Every review features the pros and cons of the LMS. As well as a summary statement and overall rating that’s comprised of usefulness, usability, and Customer Experience. There’s also a brief user bio so that you can weigh reviews based on your use case. For example, do they have a similar staff size? Are they in the same industry?

7. Scope Out Their Site

You can’t visit every vendor's website because there just aren’t enough hours in the day. But you should check out your top choices to dive deeper into their features and background. Many CRM-LMS integrations vendors recap the benefits of ownership and general pricing terms. There are also demos, screenshots, and other visuals to help you evaluate the layout, usability, and aesthetics.

8. Schedule A Free Trial Or Demo

Finally, it’s time to schedule a free trial to determine if the tool is worth the cost or if you should keep looking for a SalesForce LMS. Ask your team to try the platform before you make any final decisions. Does it have all the features they need to perform day-to-day tasks? Is it easy to migrate data and existing assets? Can they quickly integrate the CRM or HR software user info? What about data security and role assignments? Get their input to identify deal breakers such as challenging UIs and limited out-of-the-box reports. You can also speak with the vendor to see if there are add-ons or plug-ins to improve functionality.

CRM-LMS integrations should be a top priority when searching for a new Learning Management System. But they aren’t the only selection criteria. Take a test drive to see if the tool delivers everything you need in order to achieve the best outcomes. Read reviews to determine if their CX and UX meets your standards. You should also meet with the vendor to clear up concerns you may have regarding functionality and pricing options. Now’s the time to address any issues with the contract, licensing terms, and tool compatibility.

If you’re looking for ways to boost the functionality of your LMS and turn it into a powerful tool for your organization, then this eBook is for you. Download Your Guide To Maximizing LMS ROI: How LMS Integrations Can Skyrocket Sales, Customer Satisfaction, And Staff Retention and discover must-have features, tips and best practices for implementing LMS integrations.

eBook Release: Homebase
Homebase
Make work easier. Running a small business has never been harder. Homebase helps with free tools to track time and manage your team.