Previously on Showpad's Onboarding Guide...
We covered various features that we recommend you train your users on so they can successfully use Showpad. This included how to install and login to Showpad, various ways to share content, how to use the available email plugins, and more.
This time on...
Now we will focus on how your users can leverage the Coach side of Showpad. We'll show you how users will complete courses and tests as well as the steps to submit Pitch IQ recordings for review. The episode is intended to empower you to educate your users on the platform so they can continue learning and developing deeper knowledge and skills to close deals. In addition, we'll introduce the My Team tab which is where managers and certain promoted members can review their team's courses and paths.
Following this guide will take about 120 minutes.
Time to learn!
You've spent a good amount of time building out courses for users using various content. To get the most out of this effort, it's important that users can easily access the learning resources available to them. Users can find all their assigned courses in the My Assignments tab. They can review all courses that you have enrolled them in. By clicking the course tile, they can open the course and access all the learning content that comprises the course.
Take the test!
To make sure the course content is proving useful and effective, tests and surveys are a great tool to assess user's understanding of the information provided to them. It also reinforces the material so users are more likely to retain and apply it in their sales process. Users can find their tests under My Assignments. For all courses that include a test, the test will become available to them once they complete the learning portion. Depending on how you configured the test, they may be answering questions that are multiple choice, true or false, and, in some cases, they will be asked to submit written short answers which are graded by admins and/or managers.
Record your pitch!
Going beyond written tests, Pitch IQ gives users the opportunity to practice their sales pitch and elicit feedback from managers and peers. Considering the subject matter, you will provide a prompt and select the metrics from which you assess their submission. Users will then record themselves using their webcam, microphone, and other tools depending on what type of pitch assignment is being given. Users can review the feedback and incorporate tips and tricks to improve their approach and build their confidence.
What's available in the My Team tab
Admins and managers can review their teams learning progress under the My Team tab. This gives them an easy way to get an overview of how their team's users are doing with their assigned courses and paths. They can filter down and see who still had assignments to complete along with the option to trigger a reminder. This section is also where managers and admins will review and grade any short answers and pitch submissions.
On the next episode...
Now you are equipped with the information to help your users use Showpad for their learning and development goals. In the next chapter, we'll dive a little deeper into the advanced features available for admins in Showpad. If you need to go back to the beginning, click here to return to the onboarding index.