Top Tips for Training

Training gives your teams the confidence to use their new Tractivity system independently. Your Tractivity Customer Success Manager will work closely with you to create a training plan, but effective training often extends beyond the first few weeks of using the system. Below, you can find guidance to help you get the most out of training.

Create a Training Plan

It sounds simple, but this step can sometimes be missed or fall short of what’s needed to achieve strong buy-in amongst your team. A clear training plan helps you, your colleagues, and your Customer Success Manager understand how training should be structured.

Your training plan should include:

• The reasons you chose to work with Tractivity.

• Internal priorities that reflect your stakeholder engagement strategy.

• The core modules your team will need training for.

• Which colleagues require training.

A training plan creates a shared understanding, ensuring everyone in your team is aligned from the outset.

Focus on Core Modules

Identify the core modules within Tractivity that align with your goals. This will depend entirely on how you plan to use the system. For example, if your primary focus is logging stakeholder engagement, you may prioritise Organisations & Contacts, Enquiries, and Reports. A focus on communications may prioritise Emails, Mailshots and Events.

Identifying your core modules helps to:

• build understanding for team members transitioning from other systems or manual processes.

• provide clarity on where teams should focus their efforts.

Clear focus removes uncertainty as your team adopts to a new way of working with Tractivity.

Consider a “Train the Trainer” approach

Your Customer Success Manager plays a key role in unlocking system functionality, while your internal knowledge of the business and stakeholder strategy is just as critical. Success comes from combining both.

This approach helps to:

• unlock the functionality needed to achieve your goals.

• combine system capability with stakeholder strategy, so teams understand not just how to use Tractivity, but why they should use Tractivity.

This process can evolve over time and strengthens the working relationship between you and your Customer Success Manager.

Consider a hybrid training model

Virtual training is included as part of your Tractivity subscription. However, we’ve found that in-person training can add an extra layer of collaboration and engagement.

A hybrid of in-person and virtual training can help to:

• reinforce key functionality through different learning styles.

• encourage collaboration, discussion, and shared learning across teams.

Blending virtual and in-person training supports long-term confidence and adoption across your organisation.

Ongoing training and internal support

Ongoing training and support are crucial to long-term success. Ensuring you have selected superuser(s) that your teams can contact for additional support or refresher training makes a significant difference to system adoption.

Having an internal support network helps to:

• embed Tractivity within day-to-day processes across your organisation.

• ensure reporting requirements align with the data being added to the system.

• identify and bridge training gaps as teams and priorities evolve.

Internal superusers act as the link between your teams and your Customer Success Manager, helping maintain consistency, confidence, and continuous improvement over time.