Checklist for Selecting Training Software in Customer Training

Checklist for Selecting Training Software in Customer Training
With an extensive range of training software for customer training available on the market, it can be daunting for you to
choose the right one for your business. To help you overcome this challenge, we have prepared a checklist for you,
which is given below.

1. Identify Your Objectives
Ask yourself the 4W’s and 1H of the LMS - who, what, where, when, and how. The answers identify your business
objectives associated with software training.

2. Determine Your Requirements

Think about what you require from an LMS. This will further aid you in determining the usability and features you seek
in the training software. Once you are done with the process, make a list of features that your company requires in the
software.

3. Shortlist LMS Software Vendors

Look for all the LMS software vendors, online and offline, and find out about their online existence, involving free trials
and demonstrations. Some of the common parameters for judging a software vendor are:

     SaaS availability
     Features
     The ratio of pricing to features
     Mobile-friendliness
     Future upgrade plans
     Sustainability of the business
     The workforce of the business
     Client testimonials
     Case studies
     Functionality and form factor
     Service support

Based on these factors, narrow down the vendors that meet your requirements for training software.

4. Issue a Proposal Request

Based on the shortlisting of vendors, propose an RPF to them according to your company’s requirements. After
obtaining a response from them, you can request a demo, wherein you must involve your team to acquire feedback on
the software’s usability.

5. Evaluate the Vendors

Post using the demo software, evaluate the vendors based on these factors:

     Deployment model
     The simplicity of maintenance by the manager of training
     Support from vendor after deployment
     Software compatibility with the company’s resource files
     User interface
     Form factor

6. Negotiate
Once you have further narrowed down the list of software vendors based on their evaluation, negotiate with them
regarding a discounted price or a better deal. Do not forget to discuss timelines for LMS deployment and constant
support from their team.

About CXcherry

CXcherry is a modern, AI-enabled, purpose-built Customer Education Platform. CXcherry Customer Education Platform
is on a mission to redefine the way you onboard, engage and retain your customers. CXcherry Customer Education
Software help you to accelerate your product adoption and increase customer retention through continuous customer
education.

Leading organizations around the world trust CXcherry customer learning platform to manage & deliver their customer
training and measure the business impact of their customer experience. CXcherry Customer Training Learning
Management System is proud to be one of the important partners in your customer's success journey. CXcherry

Customer Training LMS Software Online is used by many leading Small & Medium Enterprises, Start-up companies,
Training Companies, SaaS, PaaS, and Software Product companies to train & educate their customers.

It acts as the single suite for all your training needs. Some of the key benefits are-

 1.   Easy Administration
 2.   Intuitive User Engagement
 3.   Easy Content Upload
 4.   Built-In Certification and Assessment Engine
 5.   Multi-Domain Functionality
 6.   API Driven Third-Party Integrations
 7.   Data Intelligence & Reports
 8.   Enterprise-Grade Reliability and Security
 9.   Powerful Integrations with WordPress, Zoom

Contact CXcherry

Address: 2603 Camino Ramon STE 200,San Ramon, CA 94582,United States

Contact No: (+1) 332-232-7494

Email: info@cxcherry.io

Website: www.cxcherry.io

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