10 Important Salesforce Training Tips

Salesforce can be a game changing tool…if you use it correctly, that is. If your users aren’t using the tool correctly, you can’t expect the tool to drive the results you’re after. Lucky for you though, when the tool is properly designed and the users properly trained, Salesforce can drive great results. Moreover, quality training ensures that every user understands why their cooperation is valuable not only for the team, but for their own performance in the long run. Here are some tips on how to best train your company’s Salesforce users: 1. Make Sure Your Salesforce Mimics Your Business Process Your employees don’t want to have to learn an entirely new business process on top of a new tool. Your CRM user adoption will be vastly more accessible if it mimics a process with which users are already familiar. Some helpful tactics: customize objects that reflect data you already track, make sure the field names resemble what you already discuss, and be sure to remove anything unnece...