Using Salesforce to Improve Sales Productivity

Course Overview

Learn how to use Salesforce more efficiently to manage your workload, reduce administrative effort, and spend more time selling. This hands-on workshop focuses on practical Salesforce features and habits that help sales representatives organize information, streamline routine tasks, and work more effectively throughout the sales day.

What You’ll Learn

• Customize your Salesforce workspace for greater efficiency.

• Use list views to quickly access the records you need.

• Search for and update customer information efficiently.

• Use Salesforce Activities to organize daily work.

• Create reusable list views for common sales tasks.

• Identify and prioritize important sales activities.

• Reduce duplicate data entry and unnecessary administrative work.

• Use Salesforce to prepare for customer interactions.

• Find important account, contact, and opportunity information quickly.

• Use reports and dashboards to access useful sales information.

• Apply Salesforce shortcuts and productivity best practices.

• Develop consistent habits for using Salesforce more effectively.

What’s Included

• Three hours of live, instructor-led training.

• Hands-on exercises in a dedicated Salesforce practice environment.

• Practical sales productivity scenarios.

• Opportunities to apply the concepts directly in Salesforce.

• Time for questions and instructor feedback.

Who Should Attend?

This course is designed for sales representatives, account executives, business development representatives, and other sales professionals who want to work more efficiently and get greater value from Salesforce.

Prerequisites

Participants should have a basic understanding of Salesforce navigation and familiarity with accounts, contacts, leads, opportunities, and activities.

Course Details

• Class Code: SFT-SR-108

• 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: Salesforce productivity tools, efficient navigation, workflow organization, and sales effectiveness.

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 productivity 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 needs and location, private training may be virtual, 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.