Sales Facts and Insights Every Sales Leader Should Know
Nearly 12.3% of all jobs in the United States are full-time sales positions, and over a trillion dollars is spent on sales every year. More facts inside.
Insights
Salesforce Training.
53 articles on salesforce training.
Why Is Salesforce So Hard to Use? 3 Overlooked Problems
Why is Salesforce so difficult to use? Explore three common problems—unclear sales processes, platform complexity, and undefined goals—and how to fix them.
Is Your Salesforce Ready to Be the AI Operating System?
Salesforce is building the architecture for AI agents to work inside your business. Why your sales process, platform, and people must be ready first.
Salesforce Leads, Accounts, Contacts, and Opportunities
Understand how Salesforce Leads, Accounts, Contacts and Opportunities work together—and how your sales process determines when to use each.
Why Sales Teams Resist Salesforce (and What To Do)
Salesforce adoption is not just a technology problem. Learn why sales teams resist Salesforce and what leaders can do to improve adoption and results.
Salesforce Champions: The Key to Successful Salesforce Adoption
Salesforce Champions give colleagues the peer support that drives adoption. Learn how to identify, develop, and use champions across your sales team.
How to Master Salesforce: 5 Must-Do's for Sales Teams
Five ways sales teams can master Salesforce, from preparing for change and setting KPIs to aligning the sales process, adoption, and ongoing training.
Salesforce Opportunity List Views and the Kanban Board
Learn how Salesforce Opportunity List Views and Kanban Boards help sales managers manage pipeline visibility, track opportunities, and coach their teams.
Salesforce Activities Explained: Log a Call vs. New Task vs. New Event
Confused by Salesforce Activities? Learn the difference between Log a Call, New Task, and New Event—and when salespeople should use each one.
How Long Should Salesforce Training Actually Take?
How long should Salesforce training take? Learn why a single training session isn't enough and what it really takes to create confident Salesforce users.
The Probe Step: How Great Salespeople Ask Better Questions
Great salespeople ask great questions. Learn how to improve discovery, uncover customer needs, and use Salesforce to reinforce better probing.
How to Learn Salesforce: Choosing the Right Training Path
Trying to learn Salesforce? Learn which training path makes sense for your goals, from Trailhead and certification prep to instructor-led training.
Salesforce Leads: When to Use Them and When Not To
Should your sales team use Salesforce Leads? Learn when Leads make sense, how Lead conversion works, and how to align your approach with your sales process.
Salesforce Mobile App: A Practical Guide for Sales Teams
Learn how the Salesforce mobile app can help sales teams manage leads, opportunities, activities and customer information—and how to set it up for adoption.
Test Your Salesforce Training Knowledge: A Pop Quiz
Show off your Salesforce smarts. Some answers are self-evident, others may challenge you, but hopefully all are enlightening and entertaining.
The Danger of Prescribing Your Own Medicine
Most times when you have a Salesforce Training problem, it's not what you think. Making the wrong assumption can be costly and timely.
The Real Reason Sales People Hate Role Playing
Role playing is hard but necessary to effectively learn Salesforce. Read these suggestions for sales managers on how to create ongoing practice sessions.
Drive Salesforce Adoption After Training: 6 Steps
Training is the start of Salesforce adoption, not the end. Six steps sales managers can use to reinforce usage, build accountability, and make it stick.
Would You Allow Your New Hires to Have Access To This?
When you receive your Salesforce licence, full admin rights are open to all. Protect your assets and eliminate the risk of liability. Here's how:
You Need a Salesforce Training Change Management Plan
Salesforce Training recommends you follow these 4 change management tips to implement into your business. Drop old habits for new efficient ones.
Is Salesforce Too Challenging for your Sales Team?
Is Salesforce too challenging for your sales team? Learn how to simplify Salesforce, align it with your sales process, and improve user adoption.
The Leading Causes of Poor Salesforce Adoption
High Salesforce user adoption is every sales manager's goal, and it takes more than the sales team to get there. The leading causes of poor adoption.
Why Do Salespeople Hate Salesforce? And How to Change That
Why do salespeople hate Salesforce? Learn why CRM adoption fails and how sales leaders can make Salesforce easier, more useful and part of the sales process.
Three Critical Steps for a Salesforce Training Plan
Regardless of your company's size and the requirements for your Salesforce Training solution, the goal remains the same.
Salesforce.com is a Lot of Things…but This Ain’t One of Them
Salesforce.com is big. It’s powerful. It’s sophisticated. And it can dramatically improve your team's effectiveness. But there’s one thing it surely isn’t.
Better Documentation Improves Salesforce Training
Repetition is what makes Salesforce training stick, which means a one-time session will not cut it. Good documentation is what carries the repetition.
How to Determine Your Salesforce KPI's
How are you measuring your sales team, or the effectiveness of your Salesforce training? If the answer is revenue attainment, you are measuring too late.
Salesforce Reports and Dashboards for Sales Teams
Learn how to build Salesforce reports and dashboards that give sales leaders the information they need to manage pipeline, performance and revenue.
Setting Goals for Salesforce Training
Before you launch into Salesforce training, step back and set out why you bought the system and what you actually want it to do for the organization.
Salesforce Training Alone is Not Enough
For Salesforce training to be truly effective, it must be designed in conjunction with an overall sales management process. So what does that mean exactly?
Debunking a Common Myth: Salesforce Training is Simple
Salesforce training is sophisticated and hard, and it should be delivered by trainers who understand Salesforce and understand salespeople equally well.
Salesforce Training Consultant vs SFDC Administrator
Outside consultant group or full-time Salesforce admin? How to decide which one your organization actually needs to get value from Salesforce.
Salesforce Training? Not if you Haven't Done This First.
The assumption is that you are ready for Salesforce training so reps can get back to closing deals. Before you book anything, check whether you are ready.
Salesforce Training for Financial Service Firms
Finance companies have only recently embraced the cloud-based approach at scale. What that means for Salesforce training in financial services firms.
When to Convert a Salesforce Lead Into an Opportunity
A full Salesforce funnel is not the same as a healthy one. When to convert a Lead into an Opportunity, and what it costs you to convert too early.
A SalesForce Training Resolution Re-Visited
As always, on January 1st, it is typical to formulate a resolution for the upcoming year. But what of last year's promise, made exactly one year ago today?
Don't be Afraid to Use Salesforce Training as a Tool
Most sales managers hire the best people they can find. Most salespeople have never had formal Salesforce training. Those two facts sit badly together.
Salesforce Training Best Practices for Sales Teams
Six Salesforce training best practices that connect your sales process, platform, and people, from setting clear goals to hands-on practice.
Salesforce Training -- Where It Fails
Studies show up to 70% of Salesforce training projects fail. What makes a project especially vulnerable, and what separates it from the ones that work.
Ten-Step Checklist for Salesforce Training Success
Does your Salesforce Training implementation plan include these ten critical steps? Before you unleash Salesforce on your team, consider this list.
How Salesforce Training Supports Effective Sales Leaders
Implementing Salesforce Training as a part of an organization’s growth strategy is becoming more of a ‘must do’ and less of a ‘nice to do’.
Include Forecasting in Your Salesforce Training
Put your reps and managers in separate rooms and ask each to map the sales process with probabilities. If the sheets do not match, start with forecasting.
Salesforce Training Without Sales Process?
Just bought Salesforce and looking for training? Ask the critical question first: does your sales organization actually have a defined sales process?
Salesforce Training - Where It Fails
Sales success through Salesforce training is not a technology question. It is the integration of people, business processes, and technology together.
The Role of Process in Salesforce Training
Salesforce training matters, but it is not the first step. Salesforce was built to automate process, so start by understanding what your process is.
Sales Pitch, Tablet Style: Using Tablets for Sales Presentations
A tablet keeps sales presentations interactive without putting a barrier between you and the prospect. How to use one to share content and demo solutions.