archive-nube-izquierdaarchve-nube-derechaarchive-nube-centro
WE ARE WITH YOUAT ALL TIMES"Once you have the Salesforce platform, it's time to make sure that your entire organisation gets the most out of its use. This is achieved with a perfect alignment between people, processes and technology". Manuel García / CEO of LeadClic
nube-izquierdanube-derechanube-bottom-izquierdanube-bottom-izquierda
 

SALESFORCE COACHING AND ADOPTION PLANS

SALESFORCE TRAINING

We know that a quick implementation facilitates achieving success and a better return on investment. The problem is the time needed to align people, processes and new technology. This time is markedly reduced with our "Coaching" and "Adoption in Salesforce" plans. With this Salesforce Adoption / Training service, we go beyond simple training in Salesforce, we make sure that the users take the best possible advantage of the new technology.

WE GUIDE YOU TO
ACHIEVE YOUR OBJECTIVES

All of our Salesforce adoption plans are led by an instructor (Coach) who is an expert in sales, services or marketing who knows the business objectives, and who will guide the manager and their team on how to best use Salesforce to achieve those goals.

  • With indications in real time in the context of daily activities

  • Web conferences, meetings and always within Salesforce

  • Training to achieve objectives and to improve the return on investment.

THIS IS HOW OUR SUPPORT SERVICE WORKS

ADOPTION IN SALESFORCE

We know that a quick implementation facilitates achieving success and a better return on investment. The problem is the time needed to align people, processes and new technology. This time is markedly reduced with our "Coaching" and "Adoption in Salesforce" plans. With this Salesforce Adoption service, we go beyond simple training in Salesforce, we make sure that the users take the best possible advantage of the new technology.

01.

Expectations and Questions

We imagine the Sales Manager being excited about being able to have visibility of the sales department in real time, but he is not 100 percent sure about which metrics or panels he should base his analysis on. The instructor will work with you to generate the right metrics and make sure you have the right panels to manage correctly.

02.

Knowing your company together with Salesforce

At a lower level, area managers need to have more effective sales platform tracking meetings with Salesforce, which are planned within the Adoption programme.

03.

Familiarisation of internal processes with Salesforce

With individual sessions, people receive the necessary guidance to achieve the objectives set. They will not have to do it alone at the beginning since the instructor will lead the first sessions and then the managers lead the rest of sessions with the instructor's support.

04.

Salesforce and its ROI operating at 100%

Finally, when the salespeople are asked about their fulfillment of objectives, they do not perceive the need to be trained so that they can get more sales, with the help of the Salesforce platform. When business management and sales forecasting analytics are reviewed in real time, the sales force perceives in practice how Salesforce can help them achieve their goals.

A part that we consider basic in the project is to learn all the features of the Salesforce platform in a short period of time. That is, to combine our specific objectives and processes with which users can quickly use Salesforce in their real day-to-day processes. That's where there is clearly a gap and we have Leadclic adoption services to close it

David Sastre / Chief Customer Officer SEUR

OUR ADOPTION SERVICE IN SALESFORCE

SALESFORCE TRAINING COURSES

In addition to the training within the adoption plans in Salesforce, from where LeadClic puts four training areas in Salesforce at your disposal, where you can find a variety of courses depending on your knowledge of the platform. All of our Salesforce training courses are conducted in a 100% practical and vertical manner in the use and knowledge of Salesforce

Salesforce Courses

Administration

Basic courses for people who start on the Salesforce platform, courses for users who have already been initiated and courses for advanced users. In addition, we have courses on Reporting or Data Import.

More info

Salesforce Courses

Project Management

Courses with which to obtain basic notions on how to customise a version of Salesforce, others based on the adoption and ROI of the implementation and others so that the user has the ability to compile reports and to operate panels in a basic way

More info

Salesforce Courses

Marketing

The Salesforce campaigns module is one of the modeules that generates more value, but few people use it. We will deal with the design and implementation thereof, learning to align marketing and sales or propose marketing automation strategies.

More info

Salesforce Courses

Customised

Can't find the Salesforce course you're looking for? You may have specific needs regarding Salesforce training. At LeadClic, we create the tailor-made course for your company. Tell us what you need to do and we will teach you.

More info
nube-footer-single-proyecto-top

DESCUBRE MÁS

SERVICIOS PARA TU NEGOCIO

Consultancy

We are experts in integrating all Salesforce clouds

Learn more
Servicio de Consultoría Leadclic

Implementation

We adapt Salesforce to the needs of each customer

Learn more

Support

It is vital to have highly experienced people at your side

Learn more
Servicio de Soporte Leadclic

We love helping companies like these to grow by using Salesforce.

Llamar