Your client is resistant to digital case files. How can you ease their transition effectively?
To help your client embrace digital case files, communication and training are key. Here's how to make the shift less intimidating:
- Demonstrate the benefits. Show how digital files can increase efficiency and security.
- Offer comprehensive training. Ensure they’re comfortable with the new system by providing thorough guidance.
- Provide ongoing support. Be available to answer questions and troubleshoot any issues as they arise.
How have you helped someone adopt new technology? Share your strategies.
Your client is resistant to digital case files. How can you ease their transition effectively?
To help your client embrace digital case files, communication and training are key. Here's how to make the shift less intimidating:
- Demonstrate the benefits. Show how digital files can increase efficiency and security.
- Offer comprehensive training. Ensure they’re comfortable with the new system by providing thorough guidance.
- Provide ongoing support. Be available to answer questions and troubleshoot any issues as they arise.
How have you helped someone adopt new technology? Share your strategies.
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When helping someone adopt new technology, I start by explaining its benefits in terms they understand, linking it to their goals. I provide hands-on training with real examples and break down complex features into manageable steps. Patience is key—I encourage questions and allow them to practice at their own pace. I also create simple reference guides for ongoing support and check in regularly to ensure they’re comfortable. By focusing on their needs and offering ongoing guidance, I help them gain confidence with the new tech. There are also few tools we use when deploying a Salesforce solution to help with change management, training and user adoption.
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A solution could be to be provided to the person the data, which show the contrast between the technological file record and the known so far. A reference to pros and cons could be helpful.
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