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.
Videos
Salesforce, Sales, and Everything In Between.
Practical how-to videos, straight-talking opinions, and real-world lessons from helping sales teams get more from Salesforce — and actually use it.
Launchpad: Your Step-by-Step Salesforce Setup Guide
27 videos
Launchpad Lesson 1 - Sales Cloud Intro
Learn the fundamentals of Salesforce Sales Cloud, including Leads, Accounts, Contacts, and Opportunities—and how they support your sales process.
Launchpad Lesson 2 - Logging In & The Admin Setup Function
Learn how to log in to Salesforce, navigate the platform, and access the essential Setup tools for configuring your organization.
Launchpad Lesson 3 - Company Settings Configuration
Learn how to configure essential Salesforce company settings, including company information, branding, fiscal years, and account preferences.
Launchpad Lesson 4 - Salesforce Terminology and Navigation
Learn Salesforce fundamentals, including objects, records, fields, apps, relationships, and page layouts, to build confidence navigating Salesforce.
Launchpad Lesson 5 - Profiles
Learn how Salesforce profiles control user permissions, apps, objects, fields, and system access for sales users and managers.
Launchpad Lesson 6 - App Setup
Customize Salesforce’s Sales app to simplify navigation, organize key objects, and create a cleaner user experience for sales teams.
Launchpad Lesson 7 - Console App
Compare Salesforce standard and console navigation, and learn how console apps simplify working with multiple records simultaneously.
Salesforce Adoption Fails
5 videos
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.
We Got Rid of Salesforce, Thank God
Poor Salesforce adoption often stems from flawed implementation—not technology. Build around your sales process and your team.
Who Should Train Your Sales Team on Salesforce?
Don’t use your Salesforce admin as your sales trainer. Knowing Salesforce isn’t enough—it requires sales experience and training expertise.
Stop Blaming Your Users
Salesforce adoption isn't a training problem. It's a process problem. Great training can't fix an undefined sales process.
Salesforce Adoption Fails When You Skip This Step
Adding a custom Salesforce field doesn't mean your team will use it. Without process, context, and adoption, even great ideas get ignored.
The Disconnect between Salesforce Training and Salesforce Adoption
5 videos
The Great Paradox
Salesforce implementations take months, but organizations expect a few hours of training to create capable users. Real adoption takes time.
A Fact About Change
Salespeople struggle with Salesforce for reasons you might not expect. Our change management approach delivers lasting results.
How Does ProSell Work
ProSell is our complete Salesforce training and adoption program, designed to help salespeople use Salesforce effectively and to their advantage.
The Key Person to Making It Work
Salesforce adoption takes effort from both sides. Clients must play an active role, especially frontline sales managers who drive change.
Is ProSell Expensive?
What should Salesforce training cost? It depends on three things: people, content, and who drives adoption—and for how long?