What are the Best Practices for Customer Training?

24th August 2023

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Table of Contents

Customer training plays a pivotal role in the success of any business that values its clientele. You foster customer satisfaction, loyalty, and brand advocacy by equipping B2B customers with the knowledge and skills they need to sell, resell, or distribute products or services. 

Here, we will delve into the many benefits of customer training and share some of the best practices to implement it. Additionally, we will discuss the role of Learning Management Systems (LMS) in delivering effective customer training programs.

Benefits of Customer Training

Before we get into the best practices for implementing customer training, here are some of the benefits you can expect from investing your resources into training your customers.

Improved Product Knowledge

Customer training empowers distributors to understand your products inside out, enabling them to answer end-user questions about utilising features effectively and troubleshoot common issues.

Increased Customer Satisfaction and Loyalty

When customers feel confident in their knowledge of your products, their satisfaction levels rise, leading to increased loyalty and repeat business.

Reduced Support Costs

Well-trained distributors provide another point of contact for your end users when it comes to support, leading to cost savings and more streamlined support operations as fewer queries will need to be passed back to you.

Upselling and Cross-selling Opportunities

Customer training opens doors to upselling and cross-selling opportunities as confident distributors will be more confident in your products, and more likely to try and get end users to explore additional products or upgrades.

Enhanced Brand Reputation

Delivering top-notch training experiences enhances your brand’s reputation and sets your business apart from competitors in the eyes of both your customers and the end user.

Related reading: 4 Common Problems You May Encounter When Designing a Customer Training Program

Customer Training Best Practices

If you want to reap these benefits,  follow these best practices for customer training.

Understand Your Target Audience

Developing a great customer training program starts with knowing who you are creating the program for. Whether your customers are selling your products online or in-store and in what region will all make a difference to the type of training they require. Tailor the training content to the specific needs, knowledge levels, and pain points of your customers to help them represent your brand effectively.

Set Clear Training Objectives

Once you have identified your audience, ask yourself what success looks like and what you would like your learners to come away from the program with. Define clear and measurable objectives for your customer training program to help you to tailor the content to meet them and gauge the program’s effectiveness.

Choose the Right Training Delivery Method

While undoubtedly useful, text alone will not be enough for your learners to absorb information. Utilise various methods such as video tutorials, webinars, and documentation. Keep your customers engaged through interactive elements like quizzes, simulations and gamified learning. A Learning Management System (LMS) can incorporate all of the above for a seamless training experience.

Related reading: 4 Popular Training Delivery Methods (and where to use them)

Personalisation of Training Materials

A one-size fits all approach to customer training will not yield the engagement you need. Learners have unique needs, goals and learning styles, so you should customise the training content to resonate with individual learners, making the experience more relevant and valuable.

Utilise Real-Life Examples and Case Studies

eLearning has opened a wealth of training possibilities and has many advantages, such as flexibility, that in-person training alone does not. However, to bring online content to life and truly engage learners, they need to understand what they are learning in a grounded context. Use real-world scenarios and case studies to demonstrate how your products can solve specific problems. 

Advancements in technology, such as virtual reality (VR) and augmented reality (AR), hold promising potential for delivering more immersive and engaging training experiences. In the future, we can expect more personalised and AI-driven customer training solutions.

Incorporate Feedback and Assessments

Your learners’ feedback can be a valuable tool for understanding what works and what doesn’t in your training program. Encourage feedback and use assessments to gauge the effectiveness of the training program and identify areas for improvement.

Provide Continuous Learning Opportunities

Your customer training program should become a consistent source of education for your learners. Offer ongoing learning resources and updates to keep customers informed about product enhancements and encourage continued engagement with your software so that they are always prepared for new queries from their customers.

Measure and Evaluate Training Effectiveness

To keep your customer training program relevant and effective, it will need to be subjected to analysis. Use metrics to measure the impact of training on customer behaviour and business outcomes such as increased sales, and compare these with the learning goals you set at the beginning of the process.

Related reading: 4 Examples of Customer Training Success

The Role of Learning Management Systems in Customer Training

Learning Management Systems (LMS) serve as the backbone of an effective customer training program. They provide a centralised platform for organising, delivering, and tracking training content. Some key benefits of using an LMS for your customer training include:

  • Scalability: Easily scale your training program to accommodate a growing customer base.
  • Accessibility: Customers can access training materials at their convenience, from anywhere with an internet connection.
  • Progress Tracking: Monitor customer progress and identify areas that require additional support.
  • Reporting: Generate detailed reports on training completion rates and performance metrics.
  • Automation: Streamline administrative tasks like enrollment and course assignments.


Customer training is not just a way to educate your customers; it’s an investment in the loyalty and satisfaction of both your customers and end users, and the growth of your business. By adopting the best practices mentioned in this article, organisations can build strong relationships with their customers and stay ahead in a competitive market.

The best way to implement these practices is by investing in a customer training LMS. Our LMS eliminates the need to spend additional internal resources on training, features unique translation tools to provide inclusive training for customers across the globe and provides a centralised cloud-based platform that learners can access from anywhere. 

To learn more, please get in touch.


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