Learn how to use Salesforce to manage customer relationships effectively and increase sales to new and existing customers.
About this template
Building strong relationships with your customers is the key to sales success. Salesforce is a powerful tool that enables you to manage those relationships. Use this template to train employees on the basics of Salesforce, so they know how to leverage the tool once they start using it.
This template covers information about:
- What Salesforce is and how to navigate it
- How to access your account
- The different accounts and how to use them
- Best practices for managing accounts and contacts
This template is for:
- Sales managers and representatives
- E-learning and training specialists
- Team leads or managers
- Anyone who needs to train people about this topic
How to use and customize this template
This product training template covers the most universal and crucial information on this topic. We added some empty sections and question fields that you can customize to make the organization’s template relevant. If you don’t need to and want to use the template like it is now, you are free to chuck these parts. In that case, the only thing you need to do is change details like your organization’s name and the training duration.
Feel like changing the template up entirely? You are welcome to. You can change anything about the template. It’s also possible to remove sections, add new ones, add additional questions, and add different content. Keep in mind that you need to define learning objectives for each new or changed section. Our advice? Learn how our templates work, then turn it into whatever works best for you.