Skill Shot: Use Salesforce to Prepare for a One-on-One

Format: Free, live, instructor-led session

Audience: Primarily for sales managers and sales leaders

Duration: 45 minutes

Session Overview

Learn how to use Salesforce to prepare for more productive one-on-one meetings with sales representatives. This practical session will show managers how to review relevant sales information, identify areas that need attention, and use Salesforce data to guide meaningful coaching and performance conversations.

What You’ll Learn

• Review a sales representative’s opportunities and pipeline.

• Examine recent activities and customer interactions.

• Identify overdue tasks and missed follow-up commitments.

• Review opportunity updates, next steps, and potential risks.

• Use Salesforce information to prepare focused discussion topics.

• Ask better questions based on the available sales data.

• Record agreed-upon actions and follow-up items.

Hands-On Practice

Participants will review a sample sales representative’s Salesforce records, identify key discussion points, and prepare a focused agenda for an upcoming one-on-one meeting.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Salesforce for New Sales Managers

Class Code: SFT-SL-108