Salesforce Training
Our experienced trainers will empower your staff to accelerate revenue growth using powerful Salesforce tools.
Use your software effectively
Salesforce training
As an established and experienced ‘Salesforce Consulting Partner we’ve helped many businesses improve the effectiveness of their sales and marketing teams through CRM consultation, training and support.
We work hard to understand the specific needs of both your business and your users. We can then structure our training package to meet those requirements and deliver maximum business value.
All of our Salesforce specialists have extensive CRM knowledge and are accredited Salesforce Certified Consultants. They also have broad experience in customer service, sales and marketing best practices across a variety of business sectors.
Tailored to your needs
Training that works for you
We prefer to train your staff on your own premises, if you can make a dedicated training/meeting room available (we can bring a PC projector and screen if necessary).
Because we typically cover a broad range of features, and we want users to feel comfortable with what they have learned, we include 30 days of post training support with all on-site training sessions.
Salesforce Users may call us as often as they like during this period to refresh their knowledge or seek clarification on any related topic.
Become an expert
Tailored to your business
We will deliver company-specific Salesforce user & administrator training on your premises to meet with the needs of your business & your staff. Beyond the core features of Sales Cloud, we offer advice and consultation around Service Cloud, Marketing Cloud and Pardot.
To ensure that your training session will have the most positive impact, please take the time to consider its objectives. What (specifically) would you like the training to achieve? For example, objectives might include (but are by no means limited to):
- Empowering individual users to be more effective during customer interactions
- Making users more comfortable and confident in their day to day use of Salesforce
- Improving the adoption of Salesforce across your business
- Setting up the system to support your operational processes efficiently
- Accurately monitoring Sales Opportunities and Pipeline Forecasts
- Understanding reporting to effectively manage activity
- Monitoring KPIs to support management decision making
- Establishing the most reliable and efficient technical infrastructure for Salesforce
- Helping staff to understand the capabilities of Salesforce and to implement powerful interactive campaigns that help drive business growth
Salesforce training Sessions Available:
Basic user
Objective: To provide new Salesforce users with an entry-level understanding of the basic features of the software.
On completion of the session, users will be able to navigate successfully around the system and use appropriate features.
Advanced/Administrator
Objective: To equip Salesforce internal admin users with the knowledge and skills to manage the configuration of Salesforce.
Examples may include customisation of objects, screens, flows, user interface and security models, but each session is tailored to meet the specific needs of the organisation and the user..
Note: The above sessions may be run as a half day course. In these circumstances, an overview of each element will be provided but there will be limited opportunity for discussion and Q and A at the conclusion of the session.
Award-winning service and support
Why Solutions?
As the UK’s leading provider of business management software solutions, we deliver systems and support that will help elevate your business and drive success. Our portfolio of best-in-class accounting and CRM systems enables us to provide you with a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.
We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our expert team consists of qualified sales and marketing professionals, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and over 25 years’ experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.
