Georg Fischer auto-produces documentation for 1000+ employees in 7 languages
Our CRM is in several languages so our training material needs to support these languages too. It’s a great help that ClickLearn supports all these languages and makes it so easy for us to produce it. We would never be able to have language versions of our training without ClickLearn, it would simply take too much time. This is where we gain a big advantage from using ClickLearn – we use the Replay to go through the different languages and adjust afterward.
Anja Schmid
Junior CRM Community Manager, Georg Fischer Piping Systems
About GEORG FISCHER
Georg Fischer is a global industrial engineering company with more than 14,000 employees and three divisions. GF enables the safe and sustainable transport of water and other fluids for Buildings, Industry and Infrastructure worldwide. Our solutions support clean water supply, comfortable and energy-efficient buildings, safe and efficient industrial operations and reliable infrastructure networks. GF responds to global megatrends such as water scarcity, energy transformation, digitalization and urbanization. Today, GF Industry and Infrastructure Flow Solutions is a leading supplier of piping systems for the safe and reliable transport of liquids and gases.
THE CHALLENGE
With Microsoft supplying updates to their software every six months, this results in a constant need for updates to the training material. At Georg Fischer, Anja Schmid, Junior CRM Community Manager, and her team use ClickLearn to produce their training material, which includes videos and user documentation. All their training is based on the content they produce using ClickLearn.
Industry
Industrial Machinery/Manufacturing
Headquarter
Year founded
Company size
Integrations
Dynamics 365 CE/CRM
When Atradius evaluated ClickLearn, three capabilities stood out:
- Saved time and eliminating the frustration of outdated manuals
- The ability to test user proficiency on training content
- Personalized training sessions and prompt query resolution
We have just focused on external sales because that is mainly where our CRM is being used, but we also have internal sales using the system and they have never had their own, dedicated training material. In the future, we would like to build a platform for all types of users
Anja Schmid
Junior CRM Community Manager, Georg Fischer Piping Systems
THE SOLUTION
GF Piping Systems decided to upgrade their CRM system by moving globally from Microsoft Dynamics 2013 to Microsoft Dynamics 365 (msdyn365). By onboarding 34 countries with 7 languages, GF Piping Systems understood the need for a tool for CRM-embedded training content and user-friendly knowledge transfer.
Although training is important for successful user adoption, it is also important to think about how you ensure continuous learning afterward. To get the most ROI on a software upgrade, having support for users when and where they need it can boost productivity and ensure user engagement.
As Anja explains, “We were searching for a tool to support our users with training material. We looked at different platforms and found that ClickLearn was the best solution because it is directly integrated into our CRM, so it’s accessible for all our users whenever they are working in the CRM system.”
The Georg Fischer employees are particularly happy with the ClickLearn Assist feature, which gives them support directly from within their system whenever they have questions.
RESULT AND IMPACT
Strategic Impact and Future Expansion
Results
- 80 training records in 7 different languages
- Exceptional service provided by the ClickLearn team
- Team of 3 authors creating training (video and documentation
- 1000+ users in CRM with direct access to integrated ClickLearn Help Portal
- Replay feature to keep up with Microsoft updates every 6 month
- 750+ TryMe videos watched, with 4,000+ page views
With a global organization comes the need for localized software versions and that means localized training material, which is both time-consuming and costly.
So far, it’s mainly the external sales employees benefiting from content created by ClickLearn, because they are the main users of the CRM system. However, based on the success of the ClickLearn project, Anja and her team are now planning to roll out ClickLearn-based training materials to the internal sales and marketing functions within the GF Piping Systems organization.
Resources
New webinars, events and blogposts
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