Outlining a Salesforce Training Plan

Posted by Greg DeVore

As we talked about in a previous post, just setting up a Lunch and Learn isn't going to guarantee you an effective Salesforce implementation. You need to make plans to address 4 areas:

  • Introduce Salesforce
  • Remind team members about what they learned
  • Absorb new members of the team
  • Adapt to changes in how your organization uses Salesforce

To help you plan how you are going to attack these four areas, we  prepared a sample spreadsheet you can download and fill out. The spreadsheet helps you identify

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4 Key Aspects to Developing a Successful Salesforce Training Plan

Posted by Greg DeVore

iStock_000002105112XSmallOne of the key components of an effective Salesforce implementation is a good training plan. But too many organizations spend all of their time focusing on their training meeting and not enough time developing a training and support plan.

What's the difference?

A training meeting is just a meeting. It is a one-time event with a defined audience and a defined purpose. A lot of planning, money and resources go into these events - but if you overlook the real goal, your training event might end up

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Topics: Training Events