Get The Best Practices From Salesforce Training Videos

Realizing optimal success with a real-world CRM solution on the cloud entails driving up end-user adoption. When your staff is knowledgeable about the workings of Salesforce, you will be able to achieve real results that concur with your organization’s bottom line. Salesforce end-user training greatly differs from one organization to the next, depending on the size, exact Salesforce environment, and even the business objectives. Nevertheless, by using Salesforce training videos, you can be in a position of realizing optimal success on end-user adoption. Let us now take a closer look at some of the most notable aspects, which are covered in these tutorials.

A Clear Elaboration of The Exact Benefits of Using Salesforce

To begin with, an excellent Salesforce training material will first take the time to elaborate on just what this CRM can offer. Salesforce makes the work of its users much easier and efficient. First of all, it greatly minimizes the amount of data that needs to be manually entered into the system. This definitely offers your team more time to focus on more pressing matters.

Additionally, your management team, through dashboards, gets to access real-time visibility of the sales pipeline. This means that your sales team will not be necessitated to manually update spreadsheets on deals. At the same time, proposals can be effortlessly created utilizing the mail merging feature. While the use of email templates means that all introductory emails feature your organization’s overview presentation, which is added automatically. As such, a good free Salesforce training will allow your staff to discover just what they stand to benefit from using this CRM.

Good Salesforce Training Videos Cover The Fundamentals of Using This Tool

All Salesforce training videos worth their salt will also take the time to elaborate on just what this CRM really is. More to the point, what makes it different from other similar business solutions. This includes outlining the basics of using it like reviewing the homepage, the user interface as well as its navigation. They will also cover tips on using the main search box, finding records, using views and even lookup filters.

The very best Salesforce training will elaborate on data relationships, the differences between a lead, an account, and a contact. The difference between open and closed opportunities along with the importance of related lists when it comes to viewing records. It will also dwell on Salesforce trigger best practices, like what exactly is a trigger and why it fires.

Role-Based Salesforce Training

Finally, excellent Salesforce training videos are those that can be customized to the different roles each of your team has to play. This will mean breaking up participants into different groups based on their exact job descriptions. For instance, your sales team can get to learn how to log activities as they qualify a lead. They will also understand what the term ‘qualify’ really means along with an opportunity and its various stages. Alternatively, your marketing team will learn of features like campaigns and how to effectively manage them. All in all, these training materials ought to take the time to focus on the different needs of each of your end-user.

End-user adoption is one of the most difficult aspects of all CRMs. However, with proper initial and continual support, together with enforcing best practices, your organization will avoid virtually all Salesforce end-user adoption issues. AAllowing you to obtain an optimal ROI on your switch to Salesforce.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.