Webinars and Training
Webinar Series
Why You’re Sales Managers are Tracking the Wrong Metrics
- DATEMonday, August 10
- TIME1:00 pm EDT / 10:00 am PDT
- LENGTH30 mins with follow up Q&A
Learn about the Salesforce Kanban Opportunity Board and why it is such an essential tool for Sales Managers and their teams.
Who this Is for
Sales Managers, Outside Sales Reps, Account Managers
Prework
You will need to access a free Salesforce Training Account on your phone to participate in the activities. Instructions will be sent prior to class.
List of topics
- Accessing Your Free Mobile Account
- Phone Navigation
- Pre-Call Research
- Capturing Call Notes after the Call
- Keeping Your Sales Manager Up To Speed
- Course Survey & Open Support Time
Cost
Free
The One Key Salesforce Report that Every Sales Team Must Use
- DATETuesday, July 28
- TIME1:00 pm EDT / 10:00 am PDT
- LENGTH30 mins with follow up Q&A
Learn about the Salesforce Kanban Opportunity Board and why it is such an essential tool for Sales Managers and their teams.
Who this Is for
Sales Managers, Outside Sales Reps, Account Managers
Prework
You will need to access a free Salesforce Training Account on your phone to participate in the activities. Instructions will be sent prior to class.
List of topics
- Accessing Your Free Mobile Account
- Phone Navigation
- Pre-Call Research
- Capturing Call Notes after the Call
- Keeping Your Sales Manager Up To Speed
- Course Survey & Open Support Time
Cost
Free
Why Your Sales Team Isn’t Using Salesforce Correctly
- DATESunday, June 28
- TIME1:00 pm EDT / 10:00 am PDT
- LENGTH30 mins with follow up Q&A
This is an intro level, interactive and highly hands-on class designed for all members of the sales team to show them how to leverage the Salesforce List View function to properly manage their data, keep it current with ease, and stay on top of their top opportunities.
Who this Is for
Sales Managers, Outside Sales Reps, Account Managers
Prework
You will need to access a free Salesforce Training Account on your phone to participate in the activities. Instructions will be sent prior to class.
List of topics
- Accessing Your Free Mobile Account
- Phone Navigation
- Pre-Call Research
- Capturing Call Notes after the Call
- Keeping Your Sales Manager Up To Speed
- Course Survey & Open Support Time
Cost
$99 per person / $399 per team* (up to 8)
TRAINING PROGRAMS
Salesforce Lightning Reports for Sales Leaders
- DATEFriday, August 28
- TIME1:00 pm EDT / 10:00 am PDT
- LENGTH30 mins with follow up Q&A
Learn about the Salesforce Kanban Opportunity Board and why it is such an essential tool for Sales Managers and their teams.
Who this Is for
Sales Managers, Outside Sales Reps, Account Managers
Prework
You will need to access a free Salesforce Training Account on your phone to participate in the activities. Instructions will be sent prior to class.
List of topics
- Accessing Your Free Mobile Account
- Phone Navigation
- Pre-Call Research
- Capturing Call Notes after the Call
- Keeping Your Sales Manager Up To Speed
- Course Survey & Open Support Time
Cost
$99 per person / $399 per team* (up to 8)
Webinars and Training for Salesforce
- DATESaturday, July 25
- TIME1:00 pm EDT / 10:00 am PDT
- LENGTH30 mins with follow up Q&A
This is an intro level, interactive and highly hands-on class designed for all members of the sales team to show them how to leverage the Salesforce List View function to properly manage their data, keep it current with ease, and stay on top of their top opportunities.
Who this Is for
Sales Managers, Outside Sales Reps, Account Managers
Prework
You will need to access a free Salesforce Training Account on your phone to participate in the activities. Instructions will be sent prior to class.
List of topics
- Accessing Your Free Mobile Account
- Phone Navigation
- Pre-Call Research
- Capturing Call Notes after the Call
- Keeping Your Sales Manager Up To Speed
- Course Survey & Open Support Time
Cost
$99 per person / $399 per team* (up to 8)
Ditch Your Excel Spreadsheets with Salesforce List Views
- DATEThursday, May 28
- TIME1:00 pm EDT / 10:00 am PDT
- LENGTH30 mins with follow up Q&A
This is an intro level, interactive and highly hands-on class designed for all members of the sales team to show them how to leverage the Salesforce List View function to properly manage their data, keep it current with ease, and stay on top of their top opportunities.
Who this Is for
Sales Managers, Outside Sales Reps, Account Managers
Prework
You will need to access a free Salesforce Training Account on your phone to participate in the activities. Instructions will be sent prior to class.
List of topics
- Accessing Your Free Mobile Account
- Phone Navigation
- Pre-Call Research
- Capturing Call Notes after the Call
- Keeping Your Sales Manager Up To Speed
- Course Survey & Open Support Time
Cost
$99 per person / $399 per team* (up to 8)