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;

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

AppExchange Apps

  • InfoCenter - This Free AppExchange App is a great way to distribute training, documentation, and FAQ's inside the App

6 Comments

DeVell Williams
September 6

The downloads links states the page could not be found.

DeVell Williams
September 6

The downloads links states the page could not be found.

Jamie
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.

Art
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

Rob Balucas
February 15

The download for the PowerPoint template is still broken. Would love to have that!

Mahesh DS
June 2