Salesforce Rollout Guide
Training Your Team
When rolling out Salesforce you will want to provide training for your team. To assist in this effort we offer free web-based training which can be found in the Training Section of the Successforce.com Site. You may want to identify some specific classes which you want your users to start with such as;
- Salesforce Fundamentals (ADM 100)
- Sales Representative Training (SFA 101)
- Customer Support Training (ADM 180)
- Reporting Fundamentals (ADM 120)
- Outlook Edition (ADM 140)
- AppExchange Mobile
By attending these training sessions your team you
can provide a primer for how the application works.
In parallel it’s also a good idea to develop a hands-on training session for your kickoff meeting. This will serve to reinforce your processes and terminology, and highlight specific features which are especially applicable to your users. Run though a handful of typical business scenarios and make sure your reps are confident navigating. Also use this forum to answer any outstanding questions that they have.
Training your users on how to effectively leverage salesforce.com as a business tool is on of the most cruitial steps of your implementation. Ensuring your team understands what is expected of them, how they will be measured, and how to use salesforce.com to accomplish those goals will help ensure user adoption and a successful implementation.
If you are interested Salesforce also offers instructor-led training, custom training, or train the trainer courses. Visit the Education Services home page on our corporate website
Downloads
- Kickoff Meeting Email Template (Word Document)
- Kickoff Meeting PowerPoint Template (PowerPoint)
- Modeling a Training Program (Word Document)
AppExchange Apps
- InfoCenter - This Free AppExchange App is a great way to distribute training, documentation, and FAQ's inside the App
6 Comments
September 6
The downloads links states the page could not be found.
September 6
The downloads links states the page could not be found.
September 11
Thanks for the heads up DeVell. Those links must have broken in the move to the new site. We'll try to track them down and get them posted this week.
February 15
The kick off email template is shown as "step 5" under Implement in a crm success roll out - I've seen other references to sections like Prepare and Re-inforce - i need to get a copy of the whole guide - where can I find it?
thanks
February 15
The download for the PowerPoint template is still broken. Would love to have that!
June 2