Sales Management
Salesforce adoption and AI enablement for sales leaders
We help sales organizations
actually use Salesforce.
AI only pays off when your people, process and data are ready for it. We align your sales process, Salesforce platform, and people — so Agentforce, Slack AI and Claude make your team better instead of just busier.
Est. 2006 Led by sales leaders, not admins Prosci® change management certified Agentforce, Slack AI and Claude enablement Serving North America
You've invested in Salesforce, and now you're investing in AI. But technology alone doesn't improve sales performance. AI amplifies whatever is already there, so we get your process, your platform, and your people right first.
01 — Sound familiar?
Why many AI rollouts stall for the same reason Salesforce rollouts do.
Most of our clients have already invested heavily in Salesforce. Now they're adding AI on top, and the old problems are coming along for the ride.
/01
Low user adoption
Reps who skip Salesforce won't use the AI built into it either.
/02
Unreliable forecasts
AI predictions built on pipeline data nobody trusts.
/03
Poor data quality
Incomplete records mean AI gives confident, wrong answers.
/04
Inconsistent processes
Automating a process nobody follows just makes the mess faster.
/05
Managers without a playbook
No one is coaching the new way of working, with or without AI.
/06
An overly complex CRM
Layering AI on years of clutter makes selling harder, not easier.
These aren't technology problems. They're alignment problems, and AI amplifies them.
02 — The P3 Framework: the foundation for Salesforce and AI
Process first. Platform second. People throughout.
Unlike firms that begin with technology, we begin with the sales organization. The same three things that make Salesforce stick decide whether AI pays off. P3 is how we get you from Salesforce adoption to AI readiness to AI adoption.
P1
Process
Salesforce and AI should reinforce an effective sales process, not attempt to create one. We define your methodology, stages, pipeline reviews and forecasting, and decide where AI belongs in the workflow.
P2
Platform
Technology should make selling easier, not harder. We audit configuration, automation, reporting and data quality, then simplify, so your org is clean enough for Agentforce, Slack AI and Claude to work with.
P3
People
Technology projects don't fail because software fails. They fail because people never adopt new behaviors, and AI is the biggest behavior change your team will face. We build lasting change with the Prosci® ADKAR methodology.
03 — AI Enablement
Rolling out Salesforce AI? We make sure your team actually uses it.
A new AI tool is the best reason you'll get to fix adoption. We wrap training, process redesign and change management around your rollout, so the tool becomes part of how your team sells instead of another login they ignore.
Agentforce
Get your org, data and process ready for AI agents, then train reps and managers to work alongside them.
Claudeforce
Claude now runs across Salesforce, Slack and Agentforce. We help your team put it to work on meeting prep, deal reviews and pipeline.
Slack AI
Bringing Slack AI to your sales team? We design how it fits the sales process and drive adoption across every rep.
Tableau and analytics AI
Turn AI-powered insights into better pipeline reviews and coaching conversations for your managers.
"We have 300 Salesforce users, adoption is poor, and we're rolling out Slack AI." That's exactly where we start. We fix the process, train the team and drive adoption of the new tool in one engagement.
Talk to us about your AI rollout04 — Our Flagship Solution
ProSell™
A structured transformation program that aligns Process, Platform, and People to help your organization realize the business value you expected from Salesforce and from the AI tools you're adding to it.
Every ProSell™ engagement is tailored to your organization, combining executive assessment, sales management development, playbook design, Salesforce optimization, AI readiness and change management into a structured engagement that delivers measurable improvements over time.
Our objective is simple: align Process, Platform, and People so Salesforce becomes a strategic tool that improves adoption, visibility, accountability, and sales execution.
Talk to us about ProSell™Every engagement combines
- Executive discovery
- Sales management assessment
- Sales process design
- Sales playbook development
- Salesforce platform optimization
- AI readiness assessment
- Salesforce training
- AI tool adoption (Agentforce, Slack AI, Claude)
- Sales manager coaching
- User adoption strategy
- Change management
- Performance measurement
05 — Beyond Salesforce
Not on Salesforce? We still help your people use AI.
The same change-management approach works anywhere AI is changing how people work. We train employees to use AI tools in their day-to-day work, then reinforce it until it sticks, whether you run Salesforce or not.
Explore AI Training for Employees06 — What makes us different
Most Salesforce and AI partners start with technology.
We start with sales leadership.
We're intentionally a small team of experienced sales leaders. Between us, we've served as Sales Managers, Directors of Sales, Vice Presidents of Sales, executives, trainers, consultants and change management practitioners. We've spent our careers leading sales teams that relied on Salesforce every day, and we've learned that successful CRM implementations aren't primarily technology projects. They're sales transformation projects. AI hasn't changed that. If anything, it's made it more true: the firms getting real value from AI are the ones that fixed their process, data and adoption first.
Our experience has shown us that organizations get the greatest return from Salesforce and AI when three things come together:
- Well-defined sales management practices and sales processes.
- An optimized Salesforce platform with data that's ready for AI.
- Effective training, coaching and change management that drives lasting adoption.
We have many years of experience leading B2B sales teams.
Manufacturing Pharmaceutical Consumer Goods Technology Industrial Distribution Oil & Gas Disaster Recovery Professional Services Financial Services
07 — Client results
Across more than 1,500 post-training survey responses
0.0 %
rated the training as engaging
0.0 %
said the training was relevant to their role
0.0 %
said the training helped them perform their job better
0.0 %
left feeling more confident using Salesforce
0.0 %
of sales leaders said they were more comfortable using reports and dashboards
0.0 %
of sales leaders felt better prepared to coach their teams
Mark's clear and engaging presentation helped me better understand the platform's features, particularly how to effectively manage sales opportunities and track progress… I feel more confident using Salesforce to drive our team's success.
Mark's the man! He's the guy you want to bring in to train your Salesforce technical and business users. Very engaging, and presents lots of analogies that help learn abstract concepts.
Bill was extremely knowledgeable not only on the Salesforce side but also on Canon Medical's customized version of Salesforce modules. He did his homework very well. He kept the audience engaged throughout the session. Good work Bill!
Extremely clear presentation, easy to follow, with plenty of opportunities to ask questions.
This was by far one of the best, most relevant trainings that have been offered at NPD. I found a lot of value in this session because Mark lets trainees know that they're not crazy for thinking that Salesforce is NOT intuitive to use, and he starts off at the foundations.
Really enjoyed this training… I wish I could have gone through this during my new hire training!
The training that Mark provided was the best training we have had as managers since we started using Salesforce. He opened our eyes to all the capabilities that Salesforce has to offer… We need more training on the manager level, and now for the entire sales team to ensure we have full integration, buy-in, and adoption as a company. Salesforce is ultimately supposed to be a revenue-generating CRM. Mark will be able to show us all how to do this.
Best training I have EVER participated in. Great job!
Mark Christie was awesome! He presented in a clear, engaging way.
Free executive guide
Why Salesforce fails sales teams — and how to fix it.
A practical diagnostic for sales executives: the warning signs of misalignment, and the P3 questions to ask before your next Salesforce investment.
08 — Insights
Practical insights on Salesforce, AI and leading a sales team.
09 — Videos
Practical Salesforce and AI lessons, on demand.
Why a 4-Hour Workshop Won't Fix Salesforce Adoption
A 4-hour Salesforce training session won’t drive adoption. Successful implementations require process, change management, and reinforcement.
Welcome to Launchpad - Course Introduction
Learn how to set up Salesforce step by step for your small business—without needing an administrator. Build your CRM with confidence.
The Great Paradox
Salesforce implementations take months, but organizations expect a few hours of training to create capable users. Real adoption takes time.
10 — News
Salesforce and AI news, and what it means for sales leaders.
Microsoft Just Demonstrated What Real AI Adoption Looks Like
Microsoft's internal AI sales rollout shows why workflow redesign, role-based learning and business-outcome measures matter more than tool usage alone.
Salesforce Wants to Know Your Customer Beyond the CRM
Salesforce's proposed $5.66 billion acquisition of Braze highlights the growing importance of real-time customer data, personalized engagement and connected sales and marketing.
Salesforce to Acquire Loops, Bringing AI-Powered Analytics to Tableau
Salesforce plans to acquire AI analytics company Loops and integrate its technology into Tableau. Discover how AI-powered insights could help sales managers identify pipeline issues and improve performance.
11 — Training Academy
Live sessions on Salesforce and AI, coming up.
Thursday, November 5, 2026
Salesforce Pipeline Management & Forecasting for Sales Leaders
Sales Leader Training
Friday, November 6, 2026
Skill Shot: Find the Warning Signs in Your Pipeline
Skill Shot
Monday, November 9, 2026
Managing Opportunities and Your Sales Pipeline in Salesforce
Sales Rep Training
12 — FAQ
Questions sales leaders ask us
Why is our Salesforce adoption so low after implementation?
Usually because the rollout focused on the technology. If the sales process isn't defined, the data isn't trusted and managers don't coach in Salesforce, reps go back to spreadsheets. We fix all three with the P3 Framework: Process, Platform and People.
Our sales team resists the new AI tool. How do we fix adoption?
Treat it as a change-management problem, not a software problem. Reps need to know why it matters, see it make their day easier, and have managers who use it too. We use the Prosci® ADKAR model to take teams from awareness to lasting use.
How do we get our sales team to adopt Slack AI or Agentforce?
Fit the tool into how your team actually sells, clean up the data it relies on, then train and reinforce. We wrap training, process redesign and change management around your rollout.
Is there instructor-led Agentforce training?
Yes. Our Training Academy runs live, instructor-led classes, including Introduction to Agentforce, and we build custom training around your own Salesforce org.
How do we know if we're ready for AI?
AI amplifies whatever is already there. Our AI readiness assessment looks at your process, your Salesforce data and your team's adoption, and shows what to fix before you roll out AI.
Do you work with companies that don't use Salesforce?
Yes. We provide AI training for employees in any business, using the same change-management approach so new AI habits stick.
Ready to make Salesforce and AI pay off?
Every engagement begins with a discovery conversation. No pitch, just an honest look at your process, platform, people and AI readiness.
Book a Discovery Call