Salesforce training can be game changing if you use it correctly. It is imperative to understand the tool first before implementing it to ensure that you achieve success. You can get the maximum out of Salesforce training only if you implement it properly. Here is what you can do to train your salesforce in the right manner possible.
Ensure it mimics your salesforce processes: it is imperative for you to ensure that the tool you use is in line with your business process and not something else. Customizing objects, and field names can help.
Take the opinion of your sales force: Talk to the team and discuss issues applying real time situations to ensure that this is a success. If they are having problems, figure out what it is and solve it in front of the team. An enthusiastic team will be enthusiastic learners.
Train the trainer: It is important for the trainers to be well versed in training the salesforce. Therefore, it is pertinent for the trainers to train well in this tool so as to help them train the actual workforce.
Look out for outside guidance and support: Never assume that you know it all. If you are not sure about the working of the tool, it is best to leave it to those who know it.
Get hold of the right system admin: It is pertinent that you get hold of someone who understands the Salesforce tool to handle the CRM. Having a dedicated Salesforce administrator is always the best.
Build a training team: Salesforce training needs to be an ongoing process. Hence, it is important to build a training team who can regularly train and keep track of the team’s progress.
Not everyone needs to know everything: Ensure that the right people learn the right aspect of salesforce training. Having training specifics for specific groups can save time and energy while being effective.