tmSalesforce CRM is quite likely the most well-known software as a service (S AAS CRM) on the market today. With hundreds of features and thousands of apps, Salesforce CRM offers power that customers cannot fully utilize. To help with this, our expert Salesforce trainers and developers complement your team by giving you immediate access to the best practices to get full value from your system. Often just a few hours with one of our CRM experts will point you in the right direction initially and help you to troubleshoot and plan.

Salesforce consulting, training, and reporting help is often your best choice to start with a initial assessment looking at the needs of management, users, and IT. If you’re just starting with Salesforce, considering upgrading Salesforce, or choosing between versions of Salesforce, spending a little time with an expert will save you a lot. Salesforce has more than five different versions and substantially different costs and additional fees to consider. Salesforce executive training or pilot project training will often give your project a better start by customizing it and defining the processes and procedures needed.  Optimizing the efficiency of the software for small groups of people can later be replicated by other users on your team. Knowing when to upgrade or downgrade your Salesforce licenses or even want to switch to another CRM is key in the long run, to ensure you get maximum return on your investment.

Salesforce Training

In addition to providing training for other CRM systems, CRM Success is also knowledgeable in Salesforce training. Generally, we offer a variety of end-user, marketer, sales representative, administrator, sales manager, and pilot user training courses that help each individual implement and use Salesforce CRM to improve, automate, and ease their daily tasks. This task is accomplished by training and teaching users the basics and the intricacies of using their Salesforce CRM system.

CRM Success customized training programs allow you to benefit from:

  • Decreased training time with more focused training, molded to your needs, giving you more time to spend with customers and prospects rather than learning features you may never use.
  • You pick the focus of your training program, and the level of knowledge you would like to gain.
  • Complementary, our trainers recommend a custom designed curriculum based on analysis of your business needs and processes, and Salesforce configuration
  • All training is done using your own customized CRM Salesforce software
  • Additional training on Salesforce configuration, administration, customization, implementation, where the participants can learn and practice setting up, configuring, and maintaining Salesforce.
  • Refresher training

The courses and training sessions can be held on-line, over the phone, via email or in person, whichever option is the most time-efficient and convenient for the user. Furthermore, you can choose from a variety of training options, which will use your customized Salesforce CRM and are geared towards your level of understanding of the Salesforce system.

As a result, we train:

  • New Salesforce users
  • Experienced Salesforce users who need more specific training
  • Consultants
  • Customer Service Representatives
  • Marketing Representatives
  • Sales Representatives
  • IT personnel
  • Power users
  • System Administrators
  • Office Managers
  • CEO’s

To get the most out of your Salesforce CRM software consider implementing regular Salesforce CRM training sessions that reinforce processes, highlight important features, and provide refresher training on particular functions and uses of your Salesforce CRM system.

SalesForce Training typically covers the following most popular areas:

  • Account Management
  • Contact Management
  • Opportunity Management
  • Activity Management
  • Schedule Management
  • Document Management
  • Notes Management
  • Attachment Management
  • Territory Management
  • Revenue Management
  • Data Validation
  • Basic Console
  • Forecasting
  • Contract Renewal Management
  • Integration Options
  • Product Catalog
  • Team Selling Options
  • Client Lifecycle Tracking
  • Advanced Call Scripting
  • Mass Updates
  • Workflow Approvals
  • Google AdWords
  • Web Site Lead Capture
  • Web Site Lead Tracking
  • Lead Management
  • Lead Routing
  • Lead Assignment
  • Document Management
  • Email Templates
  • Email Tracking
  • Case Management
  • Data Validation
  • Document Management
  • Standard Reporting
  • Custom Reports
  • Custom Report Formulas
  • SalesForce Exporting Options

CRM Success has many years of implementation experience for all kinds of CRM systems and we are able to perform remote/web-based or phone-based training anywhere in the world. We are also experienced in onsite or in-person training, which is most often done in Canada and the U.S.

Contact us:

For further help with Salesforce and information on how you can implement, use, maintain, consult or support Salesforce more efficiently call Call 1-800-611-4343 or submit a web request.