Tips For Successful Salesforce User Training

Salesforce Training
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Salesforce is a CRM (customer relationship management) software; that is, it is a customer relationship management service. It helps companies connect with their customers and get more information about them. Salesforce services allow companies to use cloud technology to track customer activities, optimize marketing strategies, and coordinate service sales.

Salesforce Around The World:

More than 150,000 companies use Salesforce. Salesforce customers include Fortune 500 companies and start-ups.

Salesforce’s customer list includes several leading companies in its industry, such as Adidas, T-Mobile, ADP, Kimberly Clark, Toyota, American Express, and many more. In its most recent statement, Salesforce announced $ 3.74 billion in revenue.

Services Offered By Salesforce:

The Salesforce CRM service is divided into the following categories: Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud, Marketing Cloud, Community Cloud, Analytics Cloud, and App Cloud. Below we describe the main applications and their functions:

Sales Cloud:

Sales Cloud is the main business offering within the Salesforce platform. This software provides companies with an interface for the case and task management, provides a system to route important events automatically, and offers tools that increase productivity and maintain the pipeline with qualified leads.

It also provides analytical tools, email alerts, connectors with social networks, and various additional services.

Service Cloud:

Service Cloud is a customer service software that facilitates a smarter, faster and more personalized service. Service Cloud helps companies support their customers anytime, anywhere, by phone, email, social networks, chats, and self-help communities. Additionally, Service Cloud compiles performance metrics and shares them in a clear and accessible way.

Cloud Marketing:

Marketing Cloud includes a suite of powerful marketing tools. This suite allows you to quickly create a landing page, email campaigns, and marketing routes that personalize the buyer experience.

Marketing Cloud also allows you to track the performance of marketing campaigns with panels that allow you to understand what programs are working and establish better long-term strategies.

The Cloud Marketing platform is designed for B2C companies, companies that sell individual customers. For B2B companies, Salesforce offers a service similar to a Marketing Cloud called Pardot.

Lightning Platform:

Lightning Platform is a platform as a service (PaaS) that allows developers within each company to create complementary applications that are integrated into the main application.

Commerce Cloud:

Commerce Cloud is an e-commerce platform that allows consumers to reach through several digital channels with customized commercial solutions for marketing and sales purposes. The platform also facilitates order management.

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Salesforce Training:

Carrying out a successful Salesforce user training is the first step to start the implementation of the tool successfully. User training is the most important ingredient for any CRM project since it is they who will really interact with the system on a daily basis.

In fact, Bill Band of Forrester Research reported in 2012 that 22% of CRM project problems are related to “people issues,” such as slow user adoption, inadequate attention to management change and training, and to the culture of those involved.



8 Tips For Successful Salesforce User Training:

1. Set Expectations For Your Users:

When it comes to carrying out a Salesforce user training plan, it is essential to start setting expectations about what is to come.

It offers an overview and sets expectations with the tool; during this stage, it is completely valid to involve your Salesforce partner to highlight your support.

So that your employees are encouraged to learn how to use the Salesforce CRM, tell them about the benefits of the tool and Salesforce Training that is about to begin.

You can rely on audiovisual support material that excites those involved to be part of this great change.

2. Establish A Clear Measurement Line:

It is important that as a trainer, you establish clear metrics for measurement and effectively explain them to Salesforce users, such as the timelines within which users must complete the training program.

3. Go Beyond The Functionalities:

Beyond the functionalities that a CRM system can obtain, Salesforce users are interested in knowing what benefits they offer for them.

Excite your people by showing them how Salesforce CRM significantly reduces administrative work, facilitates reporting, allows them 24-hour access from anywhere, etc.

4. Provide Practical Training With Similar Scenarios To Those Of Your Business:

Hypothetical presentations are often heavy and truly boring. Offer your Salesforce users the opportunity to see how the system is capable of operating in real-life scenarios similar to those of your business.

This is a great strategy for users to learn how to use the Salesforce CRM while getting excited and much more involved with it.

5. Offer Support Material During Training:

In order for a Salesforce Training Australia to be effective, it is important to offer participants support material during the process.

For example, you can create sheets with the terminology used in the system so that they become familiar with it, the material with process reviews, or step-by-step summaries of the most important processes.

6. Offers Incentives:

Offering incentives during training helps you motivate your users to learn how to use Salesforce CRM and take advantage of all the benefits it has to offer.

Money is a great motivator for sellers, and if this is not the case, you can also reward them with gadgets or extra rest days.

7. Guarantees Feedback:

Feedback is indispensable during any training process. Be sure to leave time to get comments, receive questions, and give answers to your Salesforce users.

Take the time to listen to what your collaborators mean, clear up any confusion, and incorporate feedback throughout the training process.

8. Provide Continuous Training:

Many leaders make the mistake of training users once and not doing it again, and this is a serious mistake.

Successful training is one that lasts over time, so you should make sure you follow up on the training done, for example, one week after the end of the program, every fifteen days or every month.

Surely your Salesforce users will have questions to ask; In addition, it allows you to track the training and ensure that users are really on board with the program.

Providing great training for Salesforce users is not difficult, much less impossible, but it requires planning, effort, and a continuous commitment on the part of everyone involved. Use these tips to create and execute a training plan that really works.

The CRM Sales Cloud is a really powerful platform with unlimited possibilities that allow you to enhance your company’s business activities.

If you are considering the idea of implementing this type of solution or you are definitely determined to adopt it, take note of all these tips or tips to carry out a successful training plan.

What Do I Need To Be A Salesforce Developer?


Salesforce is a hot topic at the moment and will probably stay that way for at least the next 5 or 10 years, with an intuitive, clean, and experienced user interface.

Salesforce can be mastered for a couple of weeks, but as with any other discipline to become a teacher, it is necessary to have a training and effort in self-study.

Much can be done through button click management, including automation such as automatic task creation, sending emails, or making changes in the field.

The next step is visual workflow, which is still button-dislocation. This is another control point to ensure that your code is efficient.

The beauty of Salesforce also resides in its user community. There is a lot of help out there, from the Salesforce users and developers community forum itself for three hundred blogs from Salesforce administrators and developers.

Among the bulletin boards of the YouTube and Salesforce developer and blogging community are really just some Google searches far from solving any problem. The community is more than willing to put their spoon with suggestions or whole solutions, even when it comes to coding.

Another good detail is that anyone can get a free developer org that comes with two user licenses and full functionality. That means you can build anything and everything and try it and download it.

Being an org developer has some limitations, of course (for example, the number of mass emails to send, available for storage space), but it becomes a large playground.

How Much Does A Certified Salesforce Professional Charge?

And finally, the question of the century: How much does a professional in Salesforce currently charge. According to this information, a Salesforce professional with 2 to 5 years experience charges the US $ 90,275. We have to take into account the change to Euros and the variation in salaries between your country and the United States (which will surely be smaller).

Depending on the size of the company that hires you, if it is an international company and the years of experience obviously correct the previous figure up or down.

I hope this information has served you and motivated you to improve your training. I hope to receive your comments and doubts in this post.

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Paschal Okafor is NaijaTechGuide Team Lead. The article Tips For Successful Salesforce User Training was written by Abu Obaida. The article was last modified: January 4th, 2021
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Abu Obaida is naturally passionate to write articles on different niche related to Business, Health, Travel, and Digital Marketing. He writes the article by day and read at night and he has a passion to promote business by providing Digital Marketing articles which can increase organic traffic and Search Engine Visibility. He has published many articles on different blogs Like NewzSquare, Blogwritr and many more.