Most Basic Salesforce Training Tips

Having a good training plan is going to be a huge step towards getting your Salesforce CRM off to a wonderful start. The fact is, user adoption of the software is going to be most critical towards the successful implementation of it. Below we will discuss some of the best Salesforce training tips that you can use in order to come up with the best ways to train your employees on it.

Salesforce Training Tips

1. Set Expectations.

The first thing that you are going to have to do when you are trying to implement Salesforce training into your business is set expectations and an overview of what you expect them to do. You should set expectations about what they should expect from the software and what you actually expect of them.

2. Metrics.

Another important thing that you are going to want to do is be sure that you are 100% clear about how different users are going to be measured. You want to set target dates by which different users must make certain changes, managers must review the funnel, and when the reports of the various tasks will be looked at. Other metrics that you are going to want to pay close attention to is how often different users log on to Salesforce and how many different objects they create while they are on.

3. Get People Excited.

You are going to want to do more than simply make demands of your workforce. In order to get them working effectively using the software, you will want to show them exactly how much easier their lives are going to be by using it. Show them how it is going to effectively reduce the amount of administrative work that they complete, how much easier the reporting is going to be, how they will have around the clock access to everything, and easy forecasting opportunities.

4. Hands On Training.

Another thing that you are going to want to do to ensure a good and proper training session is provide a full hands on training session where you tell the soon to be users exactly how to use the software. You are not going to want to make the users figure out how different data will apply to them. Instead, have them see their actual data in real time in the application and show them firsthand what the software is capable of doing for them. Not only is this going to help motivate them to learn it, but it is also going to help them understand exactly what it is that they are looking at.

5. Get Feedback For Salesforce Training Tips.

Another important thing that you will want to do with Salesforce training is get feedback from the users. Be sure to leave time for question and answering in the training sessions and ask people for their own unique opinions. This way, you know exactly what people have questions about and/or what people are having problems with before they get anymore lost than they already are. This is going to help you tremendously.