So, you’ve just rolled out Leveragepoint to your sales or product team—now what? If you want to see faster go-to-market (GTM) adoption, you need more than a login and a “good luck.” This guide is for trainers, enablement leads, or anyone who’s tired of seeing yet another tool collect dust while sales folks stick to their old habits.
Let’s get right to it: Here’s how to actually train new users on Leveragepoint so they use it, not just click around and forget it exists.
Step 1: Ditch the Boring Kickoff—Show Real-World Value Fast
Most onboarding fails because it’s all theory and no payoff. Skip the hour-long product tour. Instead:
- Start by showing a real scenario your team faces (like losing a deal because price-value wasn’t clear).
- Demo how Leveragepoint would’ve helped—pull up real data, not demo gobbledygook.
- Keep it tight. The point isn’t “here’s what every button does,” it’s “here’s why you should care.”
Pro tip: Salespeople especially tune out unless there’s skin in the game. Make the first training about winning more deals, not compliance with a new tool.
Step 2: Tailor the Training—One Size Does Not Fit All
Leveragepoint is flexible, but your users aren’t all the same. Segment your training:
- Sales reps: Focus on building and presenting value propositions, handling objections, and using pricing calculators.
- Product managers or marketers: Show how to create value models, update templates, and pull analytics.
- Executives: Stick to dashboards and key metrics. They don’t care how the sausage is made.
Skip the temptation to “cover everything.” If you try to teach every feature, you’ll lose everyone.
Step 3: Make Training Interactive—Let Them Drive, Not Just Watch
Watching someone else click through screens is torture. Get users hands-on ASAP:
- Use “live fire” exercises—have them build a value prop or run a price conversation with a fake customer.
- Break into small groups if you can. Peer learning works way better than monologues.
- Give them a checklist: “By the end of this session, you should be able to X, Y, and Z.”
Don’t be afraid to let them stumble a bit. Struggling (a little) is how people actually learn software.
Step 4: Nail the Basics—Don’t Get Lost in the Weeds
You don’t need everyone to be a Leveragepoint power user on day one. Stick to the 20% of features that drive 80% of value:
- How to find and open a value proposition
- How to input or adjust customer data
- How to present a value story to a customer
- Where to get help (and who to ask)
Ignore: Deep configuration, obscure analytics, or admin stuff—unless that’s their job.
Step 5: Set Up Quick Reference Guides (and Actually Use Them)
Most people forget 90% of training by the next day. Don’t expect anyone to remember your walkthrough:
- Make simple, step-by-step guides (screenshots, not walls of text).
- Short videos work too, but only if they’re under 3 minutes.
- Put these resources where people already look—Slack channels, CRM links, or your internal wiki.
Pro tip: If you get the same question three times, it needs a guide. Don’t overthink it.
Step 6: Build in Accountability and Feedback Loops
Change only sticks if someone notices when it doesn’t. You don’t need a stick, but you do need a plan:
- Set clear expectations: “By next week, everyone should have built one value prop in Leveragepoint.”
- Check progress in team meetings—ask for quick demos, not just verbal check-ins.
- Gather honest feedback. Ask what’s confusing or annoying. Most real adoption blockers are small annoyances nobody mentions.
Be ready to tweak your approach. If people keep reverting to old tools, find out why (and fix it).
Step 7: Avoid Common Pitfalls (and Ignore the Hype)
Here’s what doesn’t work, no matter what vendors or consultants say:
- Don’t do marathon trainings. Anything longer than 45 minutes is a waste—break it up.
- Don’t expect people to “self-serve” from a help portal. Most won’t, unless you bake it into their workflow.
- Don’t assume early adopters will evangelize. Some will, but most just want to get back to work.
And while Leveragepoint has some slick features, don’t get distracted by “what’s new” unless it solves a real pain for your team.
Step 8: Reinforce with Real-World Wins
Nothing sells a tool like results. Show off early successes:
- Share stories of deals won or time saved using Leveragepoint.
- Call out users who’ve used it well (publicly, but not embarrassingly).
- Tie usage to outcomes—“We closed X% more when we used value props built in Leveragepoint.”
If you don’t have a win yet, get one. Even a small victory beats another promise.
Step 9: Keep It Going—Training Isn’t a One-Off
People forget, teams change, and tools update. Plan for:
- Short refreshers every quarter (15 minutes is plenty).
- Onboarding for new hires—don’t let it become tribal knowledge.
- Updates when Leveragepoint changes, but only if those changes matter to your team.
Don’t treat training as a box to check. It’s just part of making sure your team isn’t wasting money on unused software.
Summary: Keep It Simple, Iterate, and Don’t Overthink It
The best Leveragepoint training is focused, hands-on, and directly tied to how your team actually works. Don’t get bogged down in bells and whistles—get people to use the basics well, celebrate wins, and adapt as you go.
Software adoption isn’t magic. It’s about making things easier, not harder. Keep it simple, listen to what’s not working, and tweak until it sticks. That’s how you’ll actually see GTM adoption—fast.