Salesforce training

We adapte training sessions to your company, your configuration, and your employees to corresponds exactly with your needs. This ensures that your users learn exactly what they need to know.

For Sales people

OVERVIEW

This training is for Sales Reps who are new to Salesforce Sales Cloud and need to quickly get up to speed on this new productivity tools. Sales Reps will learn how to use the Sales Cloud to track prospects, manage clients and opportunities, manage their workflow and communicate with clients.

WHO SHOULD TAKE THIS COURSE?

Training designed for Sales Representatives who are new to using Salesforce.

TOPICS

  • Introduction and navigation
  • Manage Sales information
  • Optimize lead management
  • Sales productivity
  • Reports and dashboard

DURATION

3H

FORMAT

On-site classroom

AUDIENCE

< 10 per classroom

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487

For administrators

OVERVIEW

Comprehensive and hands-on to ensures success with the administration of Salesforce. We recommend administrators take this training before starting a Salesforce deployment or when taking over an existing deployment.

WHO SHOULD TAKE THIS COURSE?

This course designed for new Salesforce administrators and/or other groups to deepening their knowledge of Salesforce, including power users, sales operations, and IT managers.

TOPICS

  • Setup and manage users
  • Security and data access
  • Customization
  • Manage data
  • Reports and dahsboards
  • Automation
  • Support users

DURATION

1 day

FORMAT

On-site classroom

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487

For Support agents

OVERVIEW

This training will assist support agents on their daily activities tasks, from s collaborating perspective to logging and resolving cases. Support agents will gain hands-on experience using Service Cloud to share knowledge, divert cases by creating self-service resources for customers. We will get through the Service Cloud console built for support agents to manage and resolve cases efficiently.

WHO SHOULD TAKE THIS COURSE?

This training is designed for support agents with no prior knowledge of Salesforce.

TOPICS

  • Overview
  • Cases
  • Using the console
  • Knowledge and community
  • Communication
  • Reports

DURATION

3H

FORMAT

On-Site Classroom

AUDIENCE

< 10 users per classroom

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487

For administrators

OVERVIEW

This training is for experienced administrators who need to configure and maintain Service Cloud specific features for their organizations. We will get through on how to configure Salesforce Knowledge, create the Console for Service application and set up Live Agent. This training will also teach how to configure a Customer Community.

WHO SHOULD TAKE THIS COURSE?

Designed for administrators with some experience using Salesforce as an admin.

TOPICS

  • Overview
  • Case management
  • Automation tools
  • Multi-channel support
  • Knowledge and communities setup

DURATION

3H

FORMAT

On-site classroom

AUDIENCE

Experiences adminstrators

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487

For End-users

OVERVIEW

This Pardot end-user training provide best practice theory, demos, and trainee activities to be able to show the ROI of your marketing campaigns with closed-loop reporting.

WHO SHOULD TAKE THIS COURSE?

Training designed for end users who are new to using Pardot

TOPICS

  • Introduction
  • Basics
  • Lead generation
  • Lead qualification
  • Lead nurturing

DURATION

3H

FORMAT

On-site classroom

AUDIENCE

< 10 users per classroom

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487

For End-users

OVERVIEW

This training is designed for marketers to design and execute campaign within Marketing Cloud. Marketers will gain hands-on experience on creating emails, sending and tracking results, managing subscriber data, segmenting data to deliver targeted, relevant messages and discover automation tools that allow to automate campaigns and daily tasks.

WHO SHOULD TAKE THIS COURSE?

This course is designed for digital marketers who manage the marketing channel for their organization. No prior knowledge of the Marketing Cloud is needed.

TOPICS

  • Introduction
  • Email marketing
  • Campaigns
  • Journey builder
  • Social listening
  • Automation

DURATION

3H

FORMAT

On-site classroom

AUDIENCE

< 10 users per classroom

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487

For Sales people

OVERVIEW

Lightning Experience is the the modern, beautiful user experience from Salesforce. Salesforce reinvent the desktop environment to better support businesses processes with an intuitive and intelligent interface that helps sales and service teams work more naturally and more productively. This training covers various topics related to new Lightning enhancements.

WHO SHOULD TAKE THIS COURSE?

This training is specially designed for end-users recently switched to Lightning Experience. This training is also for user who are going to switch to Salesforce Lightning. This will help to better accomodate various changes.

TOPICS

  • Introduction
  • Navigation and list views
  • Explore Lightning Sales tools
  • Explore various enhancements
  • Reports and dashboards

DURATION

3H

FORMAT

On-site classroom

AUDIENCE

< 10 users per classroom

SPECIFICATIONS

  • Customized contents
  • Hand-on exercices
1-855-408-2487