Top 5 Salesforce Training Resources for Sales Teams

1. Salesforce Administrator

A strong Salesforce administator is a great Salesforce training resource and your best weapon in achieving success with Salesforce. Your Salesforce administrator should have strong knowledge of the ins and outs of your Salesforce environment, as well as a strong understanding of the challenges and needs of their users. Don’t hesitate to ask questions about how to use Salesforce. The more people using it correctly, the better data quality, the better user adoption and the more ROI  with the system. That makes everyone happy!

2. Third-Party Training Specialist / Online Training

Bringing in a Salesforce training specialist who can coach your sales team based on tried and true best practices is a great way to introduce and train your sales team to use Salesforce and to advance their skills over time. Salesforce Online training courses with a pre-set curriculum work best for introducing teams to basic and intermediate Salesforce concepts such as managing leads, accounts, contacts and opportunities. These courses include a comprehensive curriculum that progresses in a logical manner and enables students to participate in instructor-led, hands-on exercises. Beyond the introductory phase, training specialists also can develop custom curriculum based on your organization’s Salesforce configuration and business processes.

3. Salesforce Success Community

The Success Community is full of free Salesforce training resources for sales best practices. You can also search the knowledge database for articles on specific topics. And, you can ask questions to the community (although getting answers is not quick). A better way is to use the #askforce hashtag on Twitter with a concise, specific question.

4. Salesforce Blog

The Salesforce for Sales blog primarily highlights trending sales methodologies more so than using the actual tools but it’s a great way to stay up-to-date on current best practices that guide future product releases. The blog also provides high-level tips on defining business processes and setting up playbooks that compliment your Salesforce setup. Remember Salesforce training for sales should include process improvement training in addition to technical training!

5. Local User Groups

If you haven’t checked out your local user group, these can be a great way to swap tips and ideas. Each user group has their own format but some have breakout sessions for specific types of users such as end users (Sales teams), administrators and developers. User groups typically meet once a month or every other month. They may also focus on a specific topic each meeting and invite a guest speaker such as a Salesforce partner or group member with a good use case to speak on the topic. To join your local group, go to this page.

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By | 2019-03-27T11:45:06-05:00 March 17th, 2014|CRM|
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