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5 Training Tips to Harness the Full Potential of Salesforce CRM

5 Training Tips to Harness the Full Potential of Salesforce CRM

How can you make the best use of your Salesforce license? What does it take to unlock the full potential of the world’s most widely used CRM software? Well, you need to focus on one of the critical success factors – effective end user training.

Good Training goes a long way in increasing end user adoption rates and enables your sales staff utilize the features of Salesforce efficiently, thereby maximizing productivity. Today, we will look at 5 proven tips to deliver highly efficacious Salesforce training.

Tip 1: Come up with a good training plan

It is rightly said that failing to plan is planning to fail. You need to come up with a proper plan to ensure your Salesforce training initiative yields the desired results. A well-formulated plan helps you estimate and allocate adequate resources and time for the training, leading to its success.

Tip 2: Explain how the CRM system would benefit your people

Adult learners learn well if they know how the training benefits them. So, ensure you tell your people what they can expect from Salesforce and how they can help make the training program a big hit. For this, you can use a video containing a message from the CMO or other members of the top brass.

Tip 3: Tell your staff members clearly how they would be evaluated

Set clear learner measurement metrics and explain them effectively to your people. For instance, you need to specify the timelines within which users need to complete the training program and create the given number of objects.

Tip 4: See that you impart training on the sales process

Most Salesforce implementations involve the re-engineering of sales processes, and it is very important to train end users on the new processes and give a clear idea of where they fit in the new scheme of things. You can use classroom training sessions very effectively to educate your staff on the new processes and roles.

Tip 5: Ensure simulations reflect the “real” work environment

Watch-try-do simulations are widely used to train people on Salesforce. You need to ensure the simulations mimic the work setting in which end users would use the CRM software. You may need to customize the objects in the software, change the names of fields to make them look familiar and implement other changes as required.


Proper training helps companies harness the full potential of Salesforce. You need to come up with a good training plan and explain the benefits of the system to your learners. It is important to set clear assessment metrics and ensure your people are trained on their new roles and the re-engineered sales process. You need to ensure the training reflects the work environment. Hope you liked this post. Do share your views.

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This post first appeared on Custom ELearning And Online Training Blogs, please read the originial post: here

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5 Training Tips to Harness the Full Potential of Salesforce CRM


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