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Training and User Adoption

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Training and User Adoption

HOW TO GET YOUR SALES TEAM TO USE SALESFORCE

Depending on your budget, you can choose from the following training modules:

TRAINING

OPTION 1 – SYSTEM ADMINISTRATOR TRAINING (A.K.A. TRAIN THE TRAINER)

System Admin Training utilizes the “train the trainer” approach, which broadly consists of one-on-one training for your Salesforce administrator, and can be done virtually (via webinar) or on-site. This option includes documentation that will aid your System Administrator in training the rest of your team.

Training topics include, but are not limited to:

  •       User Management
  •       Profiles and Roles
  •       Reports and Dashboards
  •       Data Management
  •       Mobile (Salesforce1)
  •       Assignment Rules
  •       Workflows/Actions
  •       Validation Rules

OPTION 2 – USER TRAINING (A.K.A. GROUP SETTING)

User Training utilizes the “group training”, which can be done virtually (via webinar) or on-site by a Basati trainer.

This training program is customized to fit your specific customized Salesforce instance, and will include, but not be limited to:

  •       Orientation (Salesforce Basics)
  •       Sales Cloud (Leads and Qualification)
  •       Service Cloud (Cases)
  •       Activity Management and Planning
  •       Mobile (Salesforce1)

 

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