THE LEADING AUTHORITY ON

SALESFORCE TRAINING

So you’ve got Salesforce. Great! Now what?

Are you struggling to get your sales team to use Salesforce?

Get Salesforce Up and Running and Your Teams Embracing It

So, you’ve got Salesforce. Great! Now what?

Launchpad

For companies that have decided to ditch the spreadsheets and made the move to Salesforce, but are wondering how to get it set up to reflect the way your business works, we created Launchpad. Register Now

Training

Salesforce is awesome, but it definitely isn’t intuitive. Salespeople don’t just learn how to use it on their own. And for that, we deliver fully customized Salesforce Training workshops, both onsite and virtual. Schedule a Call

Adoption

Your teams know how to use Salesforce, but, for a number of reasons they really don’t want to. We fix that. We design Salesforce Adoption programs complete with a Sales Manager Game Plan to leverage Salesforce the way it was designed. Get Started

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Salesforce Adoption

We understand how to get sales teams to use Salesforce. We don’t just teach skills. We focus on changing behavior. We do this by demonstrating the “What’s In It for You”. Your teams will learn to use Salesforce to become more effective by:

Freeing up their time
Keeping on top of their opportunities
Communicating more frequently and effectively with management
Improving forecast accuracy
Growing the bottom line

We help organizations realize all of the benefits that led you to invest in Salesforce in the first place.

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Salesforce Training:

How We Execute

We identify your sales processes and determine your training needs.

Define

We meet with your key stakeholders to understand how your business works and how Salesforce should be leveraged to best serve you.

Design

We develop customized training content to reflect how your sales team sells with Salesforce.

Train

We train both sellers and sales leadership, incorporating their real world selling scenarios.

Sustain

We continue to work with the sales teams to help them employ our proven adoption strategies to ensure success.

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What Makes Us Different

We are a Salesforcetraining & adoption firm only. We are not implementers of Salesforce. You will not get an IT consultant in front of a room of sales people showing them which buttons to click.

We tailor each and every Salesforce adoption solution to what our client needs. No two solutions are ever the same, as no two clients are ever exactly alike.

Our team training is never off-the-shelf. Your Salesforce is customized to either a small or very significant degree. Why wouldn’t your training be the same?

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“The trainer did an outstanding job. He was clear, concise, educational, patient and engaging!”

~ Eugene Calabria

CEO, GBS Corp.

Key Reasons You Might Be Getting Low Adoption on Salesforce

These are the four primary reasons companies experience low Salesforce Adoption.
Do any of them apply to your organization?

Lack of a Formal Change Management Plan

When you launched Salesforce, you likely had a true Project Management plan in place with lots of executive support. But did you include a formal Change Management strategy focused on the people side of change? Without a formal Change Management strategy in place, it doesn’t matter how well Salesforce was designed. If people don’t change how they do their job, then you can’t ultimately achieve what you set out to do in the beginning.

You’re Measuring the Wrong Metrics

Are all your Salesforce reports geared towards closed deals and booked revenue? These are lagging indicators. Those are still useful. But in order to truly leverage the power of Salesforce and your Seller’s time, you should be capturing your sales team’s key selling activities also – meetings, proposals, prospecting efforts. These leading indicators help you to steer your team in the right direction.

Lack of Coaching from Sales Managers

Besides a formal training session, your frontline managers must be equipped with the tools and strategies to coach their teams towards a better, more effective application of Salesforce. This of course means that they first need to be experts in Salesforce themselves. Are you one of those companies where the sales teams were better users of the tool than the leaders?

Too many hurdles for Sales People Trying to Input Data

We’ve seen flaws from not having the actual sales process – if one has been defined at all – be properly represented in the Opportunity Stages, one Opportunity Record Type for multiple types of Opportunities, not using some of the native tools like Sales Path, not tracking the right activities, or making tracking too cumbersome, and far too little attention given to the mobile experience – probably the most important element. We’ve seen systems so over-engineered that the salesperson needs to jump through so many hurdles just to log a call or close a deal, we don’t blame them for not wanting to use it. We wouldn’t either quite frankly.

Contact us today