Training & Support
Transitional training and team building for Salesforce onboarding and post-implementation support
Structured Learning
Team Building
Time-Bound Support
Common Challenges We Solve
Many businesses need focused, time-bound support during critical transitions. We help you build processes and train teams for successful Salesforce adoption.
Problems We Address
Team unprepared for new Salesforce instance after major implementation
Lack of standardized processes and workflows for team efficiency
No structured onboarding program for new Salesforce users
Inconsistent team knowledge and skill levels across departments
Need for focused, time-bound support during critical transition periods
Our Training Process
A proven 5-step methodology to build your team's Salesforce expertise and processes
Skills Assessment
Evaluate your team's current Salesforce knowledge and identify skill gaps to create targeted training programs.
Deliverables
- Skills Assessment Report
- Training Roadmap
- Learning Objectives
Process Development
Develop standardized processes and workflows tailored to your business needs and team structure.
Deliverables
- Custom Training Materials
- Process Documentation
- Workflow Guides
Structured Training
Deliver comprehensive, hands-on training sessions with clear milestones and practical exercises.
Deliverables
- Training Sessions
- Hands-on Exercises
- Progress Tracking
Team Building
Foster collaboration and knowledge sharing among team members to build a strong Salesforce culture.
Deliverables
- Team Building Activities
- Knowledge Transfer
- Best Practices
Transition Support
Provide focused, time-bound support during critical transition periods to ensure successful adoption.
Deliverables
- Transition Plan
- Support Schedule
- Success Metrics
What to Expect
Our comprehensive training approach ensures your team is ready for successful Salesforce adoption
Structured Onboarding Programs
Comprehensive onboarding programs designed specifically for new Salesforce instances and implementations.
Process Development
Standardized processes and workflows that align with your business needs and team structure.
Team Building Sessions
Collaborative sessions that foster knowledge sharing and build a strong Salesforce culture.
Time-Bound Training
Focused training programs with clear milestones and defined timelines for maximum effectiveness.
Post-Implementation Support
Dedicated support during critical transition periods to ensure smooth adoption and success.
Knowledge Transfer
Comprehensive knowledge transfer to ensure your team can maintain and optimize Salesforce independently.
Ready to Build Your Team?
Let our 30+ years of combined Salesforce experience work for you. Get started with a free training consultation today.
Start Your Training