The scenario: You and your team of fellow genius software developers have created a great application. It’s been out in the wild with customers using it and loving it, but they have questions and aren’t quite getting what they need from your documentation and release notes, and your support team is always bogged down with the same questions. So how can you educate your customers to help them get the most out of your product?
Talk to Support
As a developer, you have strong ideas about how people should be using your product. However, people are people, and they’re going to take what’s in front of them and do all kinds of things you never expected. That’s where your support team comes in. (Note: If you’re with a small company and you ARE the support team, find a way to keep track of this stuff, if you’re not already.) Support is on the front lines—they’re an infinite well of knowledge when it comes to the ways people are actually using your products and their problem areas. If your support reps are using some sort of case management system (we use Salesforce Service Cloud), they can easily pull reports of bugs reported or questions asked by product or release version to get you the information you need quickly. Plus, if you can convince support that these educational resources mean people will be able to do “self-serve” support and free up more of their time, they’ll be more than happy to get you whatever you need. You can find out how helpful the Synergex support team is here.
Get ideas straight from the source
Another avenue for figuring out your customers’ pain points is hearing directly from them, and there are a number of ways to do this. The most direct, of course, is the good old-fashioned direct conversation. Are you or your sales team reaching out to customers with any sort of frequency to see how they’re doing? You’d be surprised what a 15-minute conversation or direct email exchange can uncover.
You can also create places for people to provide this information directly. Two ways to do this are surveys (some people loooove to give feedback) or a forum where customers can post their thoughts, ideas, and issues with your product. At Synergex, the latter is our Resource Center, and customers use it to air their thoughts and curate their wish list for new product features.
Work with Marketing
Now that you know the “What”—what questions you need to answer and what topics your customers are interested in—you need the “How.” That’s where marketing comes in. If your company has a marketing team, you may see them as the people who sometimes send out emails or edit your website, but marketing can be a valuable resource from the very beginning of this process through the end. They can help you create surveys, advertise your forum, or help create other ways for you to reach out to customers. They may bring a different perspective to help you identify useful areas of focus. They can put their creative powers to use, helping you create and brand your content. And, more importantly, they can help you get your educational product out there (more about that later). Feel free to pick our brains if you have questions.
Make it digestible, accessible, and fun
Sure, you have the dry (though they don’t need to be), dependable resources that come standard with software development: release notes, documentation, etc. But you’re a creature of the internet—you know how short attention spans are, even for detail-oriented, technical people like yourself. Plus, people learn in different ways, AND they need to hear the info multiple times before it sinks in, so providing information about your products in various formats can help accommodate those different learning styles. What you need is content that’s simple and quick to digest.
Here are a few things we’ve had success with at Synergex:
Videos can be an extremely useful tool when wielded well. They’re a constant resource that your customers can revisit again and again, and they can save you and support from having to answer the same questions over and over and over again by simply linking to a video.
At our company, we provide “cheat sheets” to our customers upon request—visually pleasing, easily readable single- or two-sided documents that contain commonly used statements or shortcuts our customers can use when building their product with our code. Materials like cheat sheets let customers feel like they’re in on a secret (which they are!) and like they’re getting more bang for their buck.
Webinars are a great way to promote an idea or product you’d like your customers to know about, while also being a great educational resource for some of the more niche topics your customer may be curious about.
Have all of this information easily findable on your website. It would suck to spend all this time creating content only for people never to find it. We’ve made an effort to move most of our helpful content out into the open, like our Answers and Ideas forums, so you can see it without having to log into the Resource Center. Our KnowledgeBase will be the next component that we move from behind the curtain. Watch for an announcement about this soon. Bonus: If you have more information readily available, it lowers the adoption barrier for potential new customers. People are more likely to pull the trigger on a purchase if they see that you’re engaged and customer oriented with useful, easily accessible information about your product.
Remember how we said you need to repeat information multiple times before people retain it? One way to do that is to employ cross-referencing. You can link to your resources from other resources to reinforce your messages. For example, our quarterly Synergy-e-News newsletter links to blog posts and technical articles that we may have only promoted once but want to emphasize. And those tech articles and blog posts often link to our documentation, videos, tutorials, etc. Give your customers every opportunity to find your content by putting it in front of them more than once.
This stuff does NOT have to be as dry as your documentation (though we’ve been known to sneak in a few surprises there too). Have some fun with your educational materials, be informal, show you’re human. Your customers will have more fun too and potentially retain more.
Let people know about it
This is, again, where you may need to collaborate with your marketing team. They have all kinds of ideas and resources for getting information out to your customers (and potential customers), from emails, to ad campaigns, to social media, to website optimization, to standardized email signatures with links to resources, and more. AND they can make it aesthetically pleasing—never underestimate the appeal of content that looks, well, appealing. Find creative ways to let your customers know about all the great stuff you have for them, and they’ll be happier for it.
What strategies do you use to educate your customers?
Education: It’s not just for customers
While this post focuses on external resources for customers, internal training and educational materials for employees are important too! Not sure how to start creating internal training materials for your developers or support representatives? Contact your Synergex account manager to learn about setting up a system assessment with our consulting department as a first step – our system assessments provide a documented architectural overview of your application, touching on relevant aspects of your overall business, which you can then turn around and use for your internal onboarding.
Bottom line: get creative and collaborate.