Effective Salesforce Training Guidelines

Managing customers without the implementation of proper tools is a difficult endeavor. Seeing that the main objective is to make them purchase what is being offered, the life cycle of this kind of a relationship becomes complicated, not until the business owner discovers an efficient way of analyzing and managing interactions in such a way that they turn profitable. That’s why we have Salesforce CRM, and it’s making a big impact in the way businesses interact with their customers.

What is Salesforce CRM and Salesforce Training?

Salesforce CRM is an extremely powerful CRM application powered by the Force.com platform. It has the capability to manage all customer interactions in a company through various media outlets such as site email inquiries, phone calls, social media and community.

It handles everything from sales, marketing to support. The platform facilitates customer relationships through various in-built mechanisms that somehow facilitate the process up to the time a customer pays for the product or service they want. The mechanisms through which Salesforce CRM uses include Account (referring to partners or customers of a business), Contact, Product, Lead, Opportunity, Case and so forth.

As a result of the working nature of this platform, it is required that users undergo Salesforce training to sharpen their knowledge on how to use it effectively. Just like any other training out there, training comprises of 3 vital parts. These include instructor-led training in a physical classroom, online training (for those who can’t attain on-site training), and finally, on-the-job training/experience.

The types of Salesforce training mentioned above are extremely convenient and beneficial to students who want to know how to effectively interact with customers through the sales funnel in a profitable way.

What makes Salesforce Training so effective?

The standard objects we mentioned above should maintain a syncing relationship through the working of special in-built functionalities. Importing Data into Salesforce, for instance, is one of the functionalities. On the other hand, a function such as Email Templates Salesforce is one that lets users implement changes where managing templates are concerned. They can change text email templates to suit their purpose, edit or change email templates through Visualforce, or simply manage public email templates through special HTML functions.

Sales Cloud

There are 13 objects that form the foundation of Salesforce training material. The attentive reader will remember that we hinted the account, product, lead and contact part of it. These are called objects, and there are 13 of them. The sales cloud works with the help of Account, Lead, Contact and Opportunity objects. Sales cloud is most vital when dealing with lead, which as it is, can be converted into Account, Contact or even opportunity.

Other segments of the program

Salesforce CRM has other segments you should be familiar with. These are Service Cloud (whose base objects consist of cases and solutions), Marketing Cloud (designed for marketing purposes), Custom Cloud (which can be added to all objects), analytics and so forth.

Conclusion

Being a good platform that it is, we realize that there’s need for marketing departments across the world to invest in Salesforce training — that is, if they plan to use the platform. After all, there is no valid reason why they shouldn’t implement this CRM solution.

WalkMe Team
WalkMe pioneered the Digital Adoption Platform (DAP) for organizations to utilize the full potential of their digital assets. Using artificial intelligence, machine learning and contextual guidance, WalkMe adds a dynamic user interface layer to raise the digital literacy of all users.