Table of Contents | ||||||||||||||
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1. Scope
The scope of this process is to display everything related to the activities and functionalities that the software has for effectively training the sales force, including E-learning, checklists, etc.
Online Helps
Checklist guides
Goals
Commissions
Training files
E-learning
1.1. Software Coverage
Training
Online Help
Checklist Guides for Goals, Commissions, etc.
Files
E-learning (Moodle - LMS) - (AddOn)
2. Definitions
What is LMS?
It is an e-learning or online teaching platform that allows for the creation and management of personalized learning environments.
What is E-learning?
It is a learning tool that enables a company to publish supplementary information such as general interest topics, employee training courses, tutorials, product information, branding, lifestyle, among others.
3. Key Features
Online Help: These are tips that assist consultants with informative content to enhance their usability knowledge of various modules.
Checklist Guides for Goals, Commissions, etc.: A list of consultant training activities designed to help them achieve their goals and contribute to their ongoing development.
E-learning (LMS): This functionality is focused on the training of all company personnel and salespeople, enabling them to enhance their performance and progress in various company processes.
4. Conditions
For the proper utilization of the software functionalities, it is necessary to have previously defined technical and/or business elements such as:
Brand Manual: Define the structure, design themes, logo, appropriate brand usage, and typographic styles to include and maintain the company's essence and philosophy in the academy.
Content Plan: Define the focus and necessary objectives to be covered in the content.
Define Goals and Commissions Program: The company must have a clear and defined plan for how and when sales commissions will be paid.
Define Training Content for Personnel: Establish content for salesforce training, including videos, images, text, etc.
5. Operation
5.1. Journey
Andrea from the Sales Department is responsible for these processes:
Training and coaching the salesforce.
Online assistance
Checklist guides:
Goals
Commissions
User files
Moodle E-learning
6. Configurable Elements
6.1. Main Configurations
The following are the elements to configure in the software:
Online Assistance Configuration
Training Files Loading Configuration
Checklist Content Configuration
Moodle Configuration
6.2. Related Module Configurations
Goals Configuration
User Roles and Permissions Configuration
6.3. Module Configuration
6.3.1. Online Help
Online help enables the provision of instructions and clarification regarding the processes to be carried out, addressing user queries, and providing additional information to enhance the user's understanding of the system.
Furthermore, this administrator allows for the creation, modification, and deletion of the configured manual. To create online help, the following prerequisites must be in place:
System languages.
The manuals are represented by a question mark icon located at the top of each module. Clicking on this icon will display the manuals created for that specific module.
6.3.2. File Upload
File upload is a functionality that assists companies in uploading information for their clients, salesforce, or specific groups.
In this feature, you can upload files such as:
Templates
Invoices
Customer document information
6.3.3. Activity Log
This functionality determines whether or not it's allowed to view each of the default system audits on the system's timeline for the options shown in the table:
Person
Network
Operator
Microsite banner. (If the client has one)
6.3.4. Pending/Checklists
The checklist module allows the user to organize and manage their pending tasks across different modules. This way, the user can keep track of the steps they need to complete in each module and mark those that have already been done.
7. Detailed Scope
The training is designed to enable salespeople to train themselves, engage in self-learning processes, and personal growth, thus becoming self-sufficient in their management.
7.1. Online Help
Online help allows for the provision of information about a specific module's process through instructional guides, clarifying user doubts and providing additional information to deepen the understanding of the module's functionality within the system.
Manuals are represented by a question mark icon located at the top of each module.
These online helps are defined and created by each company based on what they believe to be the most representative and important for their clients' self-management and self-service, thereby reducing cases generated for customer service.
7.2. Checklist Guides for Goals, Commissions, etc.
Providing clear procedures to new consultants in the form of checklists is very beneficial so they can progressively achieve and strengthen their business.
These checklist guides can be configured for consultants to follow until they complete the assigned goals that contribute to their training process.
Checklist guides can be configured in:
Initial Steps
Within the objectives or goals dashboard
On the commissions screen
On the events screen
7.3. Knowledge Base
Another way to train the salesforce is through user files, which the personnel can access in their Backoffice. Among the files that the company can upload to the system are:
Training videos
Brochures or marketing materials for promoting their businesses.
Files containing sales tips, negotiation techniques, etc.
...
Table of Contents | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
1. Scope
The scope of this process is to display everything related to the activities and functionalities that the software has for effectively training the sales force, including E-learning, checklists, etc.
Online Helps
Checklist guides
Goals
Commissions
Training files
E-learning
1.1. Software Coverage
Training
Online Help
Checklist Guides for Goals, Commissions, etc.
Files
E-learning (Moodle - LMS) - (AddOn)
2. Definitions
What is LMS?
It is an e-learning or online teaching platform that allows for the creation and management of personalized learning environments.
What is E-learning?
It is a learning tool that enables a company to publish supplementary information such as general interest topics, employee training courses, tutorials, product information, branding, lifestyle, among others.
3. Key Features
Online Help: These are tips that assist consultants with informative content to enhance their usability knowledge of various modules.
Checklist Guides for Goals, Commissions, etc.: A list of consultant training activities designed to help them achieve their goals and contribute to their ongoing development.
E-learning (LMS): This functionality is focused on the training of all company personnel and salespeople, enabling them to enhance their performance and progress in various company processes.
4. Conditions
For the proper utilization of the software functionalities, it is necessary to have previously defined technical and/or business elements such as:
Brand Manual: Define the structure, design themes, logo, appropriate brand usage, and typographic styles to include and maintain the company's essence and philosophy in the academy.
Content Plan: Define the focus and necessary objectives to be covered in the content.
Define Goals and Commissions Program: The company must have a clear and defined plan for how and when sales commissions will be paid.
Define Training Content for Personnel: Establish content for salesforce training, including videos, images, text, etc.
5. Operation
5.1. Journey
Andrea from the Sales Department is responsible for these processes:
Training and coaching the salesforce.
Online assistance
Checklist guides:
Goals
Commissions
User files
Moodle E-learning
6. Configurable Elements
6.1. Main Configurations
The following are the elements to configure in the software:
Online Assistance Configuration
Training Files Loading Configuration
Checklist Content Configuration
Moodle Configuration. (See section 7.4. E-learning (Moodle))
6.2. Related Module Configurations
Goals Configuration
User Roles and Permissions Configuration
6.3. Module Configuration
6.3.1. Online Help
Online help enables the provision of instructions and clarification regarding the processes to be carried out, addressing user queries, and providing additional information to enhance the user's understanding of the system.
Furthermore, this administrator allows for the creation, modification, and deletion of the configured manual. To create online help, the following prerequisites must be in place:
System languages.
The manuals are represented by a question mark icon located at the top of each module. Clicking on this icon will display the manuals created for that specific module.
6.3.2. File Upload
File upload is a functionality that assists companies in uploading information for their clients, salesforce, or specific groups.
In this feature, you can upload files such as:
Templates
Invoices
Customer document information
6.3.3. Pending/Checklists
The checklist module allows the user to organize and manage their pending tasks across different modules. This way, the user can keep track of the steps they need to complete in each module and mark those that have already been done.
6.3.4. E-learning (Moodle)
6.3.4.1. Create Course
PATH: Site Administration - Courses - Manage Courses and Categories.
In this administrator, courses and categories are created. To create the course, it is essential to do the following:
Access the create course button.
...
You enter the course name, an abbreviation of the course name, and select the category, which is currently 'Royal Academy'.
...
It is essential that the description field is filled in with the following information, as this is what allows the lesson names to appear in an accordion format on the Moodle detail screen. Here, you basically enter the names of the lessons:
When you are in the description, access the HTML editor.
...
And you should enter this example code:
| Code Block | ||
|---|---|---|
| ||
<div class="panel-group" id="accordion">
<div class="panel panel-default">
<div class="panel-heading">
<div class="panel-title">
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseOne">
<h4><i class="glyphicon glyphicon-minus"></i>Titulo</h4>
</a>
</div>
</div>
<div id="collapseOne" class="panel-collapse collapse in">
<div class="panel-body">
<p>Titulo</p>
</div>
</div>
</div>
<div class="panel panel-default">
<div class="panel-heading">
<div class="panel-title">
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseTwo">
<h4><i class="glyphicon glyphicon-plus"></i>Una oportunidad que cambia vidas</h4>
</a>
</div>
</div>
<div id="collapseTwo" class="panel-collapse collapse">
<div class="panel-body">
<p>Titulo</p>
</div>
</div>
</div>
<div class="panel panel-default">
<div class="panel-heading">
<div class="panel-title">
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseThree">
<h4><i class="glyphicon glyphicon-plus"></i>Titulo</h4>
</a>
</div>
</div>
<div id="collapseThree" class="panel-collapse collapse">
<div class="panel-body">
<p>Del 1 al 5, los niveles que conquistarás en el Plan de Negocios con Titulo</p>
</div>
</div>
</div>
<div class="panel panel-default">
<div class="panel-heading">
<div class="panel-title">
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseFour">
<h4><i class="glyphicon glyphicon-plus"></i>Así lo han vivido ellos, ahora lo harás tú</h4>
</a>
</div>
</div>
<div id="collapseFour" class="panel-collapse collapse">
<div class="panel-body">
<p>Conoce los testimonios de personas como tú que se decidieron por el emprendimiento y ahora tienen un negocio propio</p>
</div>
</div>
</div>
</div> |
En las etiquetas h4 se ponen los títulos de las lecciones y en los P la descripción de la lección.
6.3.4.2. Creating a Trivia Quiz
Access the course page and enable editing.
Go to the option to add an activity.
...
Select the quiz type.
...
Choose the desired type of activity.
...
Each one has its specific configuration; documentation for each configuration based on the type of activity can be found in Moodle's documentation at https://docs.moodle.org/all/es/Actividades.
6.3.4.3. Course Reports
6.3.4.3.1. Course Activity Report
A course activity report, which shows the number of views for each activity (and any related blog entries), can be viewed by managers, teachers, and non-editing teachers (and any other user with the capability report/outline:view) under Navigation > Courses > My course > Reports > Activity Report.
6.3.4.3.2. Individual Activity Report
If activity reports are enabled for a course in the course settings, each course participant can access reports about their contributions, such as forum posts or assignment submissions, logs, and statistics reports.
6.3.4.3.3. Complete Report
The complete report helps instructors view a detailed list of an individual student's recent log and activity in Moodle activities and resources in their course, including detailed contributions to any of the different types of course activities. Activities and resources are displayed in the same order as on the course's main page. It may resemble a student's portfolio in a specific course.
6.3.4.4. Grader Report
The grader report collects items that have been graded from various parts of Moodle that are assessed, allowing you to view and modify them, as well as organize them into categories and calculate totals in various ways. When you add an assessed item in a Moodle course, the gradebook automatically creates space for the grades it will produce and also adds the grades themselves as soon as they are generated, either by the system or by you.
6.3.4.5. Moodle Navigation
Navigation is set up with each course that is created, and each one is assigned an ID that must be concatenated to the following URL: /course/view.php?id=63
...
Once you have the desired URLs, follow the path: [Specify the path here].
...
At the bottom of the page, there is a field to add menu options, and the syntax is the same for all options to add:
Menu name|Course URL
For example:
Social Selling N1|/course/index.php?categoryid=11
...
6.3.4.6. Moodle and Joomla Integration
6.3.4.6.1. Displaying Courses in Joomla
Home
The home page is a static page created in SP Page Builder, so the content can be changed frequently as per the client's requirements. To access and edit it, you should go to the administrator, and the page is named "Moodle Home:
...
Course Summary
The default Joomla screens have poor visibility, so the PHP code of the detail located at /html/com_joomdle/detail/default.php was modified. Furthermore, for this accordion to work, the course description format specified during the course creation documentation above must be in place.
...
Course Content
Just like the overview screen, the PHP was modified to display the courses as desired by the client. The file can be found at /html/com_joomdle/course/default.php. Regarding the accordion feature, there is a Joomla module that provides the expand/collapse functionality.
Module Name: jQuery Accordion Courses
...
6.3.4.7. Single Sign-On (SSO)
Currently, the Joomla and Moodle systems can be integrated through a component called Joomle, which serves as an intermediary to make it possible to view the content loaded into Moodle from Joomla. This tool offers the advantage that courses or content display becomes more dynamic because Joomla is more visually flexible than Moodle.
Thanks to this plugin, every time you log in to Joomla, it connects directly to the user's account in Moodle.
7. Detailed Scope
The training is designed to enable salespeople to train themselves, engage in self-learning processes, and personal growth, thus becoming self-sufficient in their management.
7.1. Online Help
Online help allows for the provision of information about a specific module's process through instructional guides, clarifying user doubts and providing additional information to deepen the understanding of the module's functionality within the system.
Manuals are represented by a question mark icon located at the top of each module.
These online helps are defined and created by each company based on what they believe to be the most representative and important for their clients' self-management and self-service, thereby reducing cases generated for customer service.
7.2. Checklist Guides for Goals, Commissions, etc.
Providing clear procedures to new consultants in the form of checklists is very beneficial so they can progressively achieve and strengthen their business.
These checklist guides can be configured for consultants to follow until they complete the assigned goals that contribute to their training process.
Checklist guides can be configured in:
Initial Steps
Within the objectives or goals dashboard
On the commissions screen
On the events screen
7.3. Knowledge Base
Another way to train the salesforce is through user files, which the personnel can access in their Backoffice. Among the files that the company can upload to the system are:
Training videos
Brochures or marketing materials for promoting their businesses.
Files containing sales tips, negotiation techniques, etc.
7.4. E-learning (Moodle)
S4DS offers two comprehensive options for training our clients' sales force. These structured training options include:
Courses on various topics.
Lessons in different formats (presentations, texts, images, videos)
Assessments and/or quizzes
Access through Single Sign-On (SSO)
Progress and course tracking reports
7.4.1 S4 Academy
The S4 Academy is a complete platform of courses created directly by S4DS, covering various topics to teach our clients' sales force how to sell through digital media.
The courses are designed for users who have no prior knowledge of digital sales and can start from scratch. There are also courses for individuals with intermediate knowledge to enhance their skills.
S4DS provides these training sessions through a self-managed user mode or a mixed option, which includes guided classes with experts in social selling (digital sales), along with a self-learning process.
All of this is done through a Moodle platform where all courses, sessions, and assessments are structured.
7.4.2 Learning Management System (LMS)
S4DS also allows for the creation of a comprehensive learning system where your entire sales force can access, interact, and learn about specific topics that the company wants them to reinforce.
The difference with the S4 Academy is that, in this option, the client is the owner and creator of the learning platform's content.
Courses and lessons are created by the client according to the needs identified in their sales force, and these contents can be created in the form of presentations, videos, images, or any preferred format.
Course assessments can be in traditional formats but also in more innovative formats that incorporate "gamification" concepts to create a stronger connection with the users interacting with the platform.
The Moodle system, where all courses, lessons, and assessments are set up, is integrated with a Content Management System (CMS) that allows the learning site to be designed and customized to be visually appealing and provide an intuitive user experience.
The company has the option to offer various forms of training to educate network members through the E-learning platform with access to online courses. Furthermore, the company can monitor the progress of the salesforce as they complete the content.
...
This content is accessible by entering the academy with administrator permissions and accessing one of the existing courses or creating a new one. From there, you can easily edit or add content using the buttons that appear.
Create Course
PATH: Site Administration - Courses - Manage Courses and Categories
...
Click on the "Create Course" button.
You enter the course name, an abbreviation of the course name, and select the category, which for now is "Royal Academy."
It is essential that the description field is filled in the following way, as this allows the lesson names to appear in an accordion format on the Moodle detail screen, and here you basically enter the names of the lessons:
...
When you are in the description, enter the HTML editor.
And you should enter this example code:
| Code Block | ||
|---|---|---|
| ||
<div class="panel-group" id="accordion"> |
<div class="panel |
panel-default"> <div class="panel-heading"> |
<div class="panel-title"> |
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseOne"> |
<h4><i class="glyphicon |
</a>
</div>
</div>
<div
glyphicon-minus"></i>Titulo</h4> </a> </div> </div> <div id="collapseOne" class="panel-collapse collapse in"> |
<div class="panel-body"> |
<p>Titulo</p>
</div>
</div>
</div>
<div
<p>Titulo</p> </div> </div> </div> <div class="panel panel-default |
"> <div class="panel-heading"> |
<div class="panel-title"> |
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseTwo"> |
<h4><i class="glyphicon glyphicon-plus"></i>Una oportunidad que cambia vidas</h4> |
</a>
</div>
</div>
<div
</a> </div> </div> <div id="collapseTwo" class="panel- |
collapse collapse"> <div class="panel-body"> |
<p>Titulo</p>
</div>
</div>
</div>
<div
<p>Titulo</p> </div> </div> </div> <div class="panel panel-default"> |
<div class="panel-heading"> |
<div class="panel-title"> |
<a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion |
" href="#collapseThree"> <h4><i class="glyphicon glyphicon-plus"></i>Titulo</h4> |
</a>
</div>
</div>
<div
</a> </div> </div> <div id="collapseThree" class="panel-collapse collapse"> |
<div class="panel-body"> |
<p>Del 1 al 5, los niveles que conquistarás en el Plan de Negocios con Titulo</p>
</div>
</div>
</div>
<div class="panel panel-default">
<div class="panel-heading">
<div class="panel-title">
<a
<p>Del 1 al 5, los niveles que conquistarás en el Plan de Negocios con Titulo</p> </div> </div> </div> <div class="panel panel-default"> <div class="panel-heading"> <div class="panel-title"> <a class="accordion-toggle" data-toggle="collapse" data-parent="#accordion" href="#collapseFour"> |
<h4><i class="glyphicon glyphicon-plus"></i>Así lo han vivido ellos, ahora lo harás tú</h4> |
</a>
</div>
</div>
<div
</a> </div> </div> <div id="collapseFour" class="panel-collapse collapse"> |
<div class="panel-body" |
<p>Conoce los testimonios de personas como tú que se decidieron por el emprendimiento y ahora tienen un negocio propio</p>
</div>
</div>
</div>
> <p>Conoce los testimonios de personas como tú que se decidieron por el emprendimiento y ahora tienen un negocio propio</p> </div> </div> </div> </div> |
This code will help organize and display the lesson names as an accordion in the Moodle detail screen.
...
This HTML structure will ensure that lesson titles are displayed as headings (h4) and lesson descriptions are displayed as paragraphs (p) within the accordion on the Moodle detail screen.
Trivia Creation
Navigate to the course page, enable editing, and access the option to add an activity.
You select the type of activity you desire:
...
Each one has its specific configuration. Moodle documentation is attached in which you can find each configuration according to the type of activity: https://docs.moodle.org/all/es/Actividades
Course Reports
Course Activity Reports
A course activity report, which displays the number of views for each activity (and any related blog entries), can be viewed by managers, teachers, and non-editing teachers (and any other user with the capability to view reports/outlines) in Navigation > Courses > My course > Reports > Activity Report.
Individual Activity Reports
If activity reports are enabled for a course in the course settings, each course participant can access reports about their contributions, such as forum posts or assignment submissions, logs, and statistical reports.
Comprehensive Report
The comprehensive report helps instructors view a detailed list of an individual student's recent log and activity in Moodle activities and resources in their course, including detailed contributions to any different types of course activities. The activities and resources are displayed in the same order as they appear on the course homepage. It may resemble a student's portfolio in a specific course.
Grader Report
It collects graded items from various parts of Moodle that are evaluated and allows you to view them and modify them, as well as categorize and calculate totals in various ways. When you add an assessed item in a Moodle course, the gradebook automatically creates space for the grades it will produce and also adds the grades themselves as they are generated, either by the system or by you.
Moodle Navigation
Navigation is established with each course that is created, each one is assigned an ID that must be appended to the following URL: /course/view.php?id=63
Once you have the desired URLs, you need to go to the following path:
At the bottom of the page, there's a field for adding menu options. The syntax is the same for all options:
...
Social Selling N1|/course/index.php?categoryid=11
Moodle and Joomla Integration
Displaying Courses in Joomla
Home
The home page is a static page created in SP Page Builder, so the content can be changed frequently as per the client's requirements. To access and edit it, you need to go to the administrator, and the page is named "Home Moodle:"
Course Summary
The default Joomdle screens have poor visibility, so the PHP for the detail page was modified, which can be found at /html/com_joomdle/detail/default.php. Additionally, for this accordion to work, you must have the course description format specified as documented earlier when the course was created.
Course Content
Similar to the overview screen, the PHP was modified to ensure that the courses are displayed as desired by the client. The file can be found at /html/com_joomdle/course/default.php. For the accordion feature, there's a Joomla module that provides the display functionality.
Module Name: jQuery Accordion Courses
SSO (Single Sign-On)
Currently, the Joomla and Moodle systems can be integrated through a component called Joomdle, which serves as an intermediary to allow Joomla to display the content loaded in Moodle. This tool offers the advantage that course or content display is more dynamic because Joomla is more visually flexible than Moodle.
...