Do This To Clarify The Purpose of Your Salesforce Training

Posted by Jonathan DeVore

If you are planning a Salesforce training session, I want you to pull out a piece of paper and a pen, and do these 2 things...

First - draw the current reality

Turn your paper so it's landscape, and draw a line down the middle. On the left-hand side, draw a picture of what the current situation is in your company. What isn't working? Why are you doing the training at all?

If your Salesforce reports are completely inaccurate, and management can't accurately budget, you could draw something like this...

Before sales forecasts.png

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Topics: Training, Learning