Easy to use

One of the great things about salesforce.com is that the system is easy to use. There should not be a requirement for large amounts of training for your team to get accustomed to the way the system works, the saying is, if you can order a book from amazon.com you should be able to figure out how to use salesforce.com.

A different take

So instead of the normal requirement for copious amounts of manuals explaining how to use this new CRM tool, we can focus on establishing training materials around your unique processes, re-enforcing why users should use the system, not necessarily how, as this should be obvious if the system is well deployed. The training can revolve around a methodology or a process instead of which screens to click and questions like, "What is the definition of the prospecting stage on an opportunity?" become the real question, rather than technical user questions.

Expert Knowledge

Working one on one with your designated salesforce.com administrator, we can explain the detailed elements of the system, for example how does the role hierarchy or sharing rules work? Why and when should I use forecasting versus opportunity management, and do I need advanced territory management switched on? What are the implications of case escalation rules or workflow? Our training with your administrator is aimed at empowering your team to manage the system on a day to day basis with all the knowledge they need.

Want to know more? Please feel free to contact us.