Running Effective Sales Meetings with Salesforce for Sales Leaders

Course Overview

The Running Effective Sales Meetings with Salesforce for Sales Leaders course is a three-hour, hands-on workshop designed to help sales leaders use Salesforce to plan, facilitate, and follow up on more productive sales meetings.

This live, instructor-led course focuses on using Salesforce to bring structure and purpose to sales meetings. Participants will learn how to use pipeline information, opportunity records, sales activity, and performance reports to guide meaningful discussions and keep meetings focused on the actions that matter.

Through realistic sales-management scenarios and hands-on exercises, participants will practice using Salesforce to prepare for sales meetings, identify issues requiring attention, and document follow-up actions.

What You’ll Learn

Throughout the course, you’ll learn how to:

• Use Salesforce to prepare for effective sales meetings.

• Identify the information sales leaders should review before a meeting.

• Use reports and dashboards to focus discussions on meaningful sales data.

• Review pipeline and opportunity information during sales meetings.

• Identify stalled deals, pipeline risks, and opportunities requiring attention.

• Use Salesforce to structure one-on-one meetings with sales representatives.

• Support effective pipeline reviews and sales-team discussions.

• Distinguish between activity updates and meaningful sales progress.

• Capture meeting notes, tasks, and follow-up actions in Salesforce.

• Assign responsibilities and establish clear next steps.

• Use Salesforce to maintain accountability between meetings.

• Apply practical techniques for making sales meetings more focused, consistent, and action-oriented.

What’s Included

• Three hours of live, instructor-led training with an experienced Salesforce instructor.

• Practical demonstrations using realistic sales-management scenarios.

• Hands-on exercises in a Salesforce practice environment.

• Guided practice using Salesforce reports, dashboards, opportunities, and activities.

• Examples of how Salesforce can support pipeline reviews, one-on-one meetings, and sales-team meetings.

• Practical techniques for documenting decisions, assigning follow-up actions, and maintaining accountability.

Who Should Attend?

This course is suitable for:

• Sales managers and sales directors.

• VPs of Sales and other sales leaders.

• Frontline sales managers and team leaders.

• Sales professionals who have recently moved into management.

• Revenue Operations and Sales Operations professionals who support sales-management processes.

• Salesforce users responsible for organizing or facilitating sales meetings.

Prerequisites

Participants should have:

• Basic familiarity with Salesforce navigation.

• A general understanding of Salesforce accounts, contacts, opportunities, and activities.

• Familiarity with their organization’s sales process and sales-meeting practices.

• Access to Salesforce or a suitable Salesforce practice environment.

Previous experience using Salesforce reports, dashboards, or activity tracking is helpful but not required.

Course Details

• Class Code: SFT-SL-105

• Duration: 3 hours

• Format: Live, instructor-led workshop

• Practice Environment: Participants may use either a dedicated Salesforce practice environment or their own Salesforce environment.

• Course Focus: Sales meetings, pipeline reviews, sales activities, and follow-up management.

Important: The instructor will deliver the workshop using a dedicated Salesforce practice environment. If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, reports, dashboards, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise or demonstration will work identically in your organization’s environment.

If your Salesforce environment is highly customized, you may wish to consider private training tailored specifically to your organization’s configuration, sales process, and sales-meeting practices.

Delivery

For individuals and small groups: Virtual, live instructor-led training.

For private groups of five or more: Please inquire about arranging a private class. Depending on your needs and location, private training may be delivered virtually, in person, or on-site.

Course Provider

This course is developed and delivered by The Salesforce Trainers, a team of experienced sales and Salesforce professionals specializing in Salesforce adoption, sales leadership, training, and change management.