The Importance of Salesforce Training

The best sales team can sell any product, whether it is a market leader or an up-and-coming product. To do this, however, they need sales skills, tools to increase productivity, and a knowledge of the product. No doubt your company already has a training program in place to teach recruits how to become an effective sales person, but it is tools such as Salesforce that can give them the ability to increase ROI, communicate with clients, exchange information among team members, track progress, and manage their schedules. Salesforce is an all-in-one tool with the proven ability to increase your company’s profits, but like any complex piece of software, you cannot reap its benefits without the proper training.

Salesforce Training Allows You to Track Your Team

When managing a company and a sales team, the ability to log information and track records is everything. With Salesforce, each team member gets to keep track of their clients, communications, documents, schedules, and much more, but managers benefit from this as well. Once you have trained your sales team to run everything through Salesforce, you can then keep track of each team member’s progress as well as the progress of your team as a whole. With this information, you can quickly and easily run reports to view the strengths and weaknesses of the team and target the problem areas to increase efficiency.

Salesforce Training Keeps the Company Structured

Training each team member to use the same Salesforce tools creates a system that is completely structured and easy to maintain. When everyone works with the same system, it becomes much easier to replace or take over a sales person’s accounts when they go on vacation or leave the company. All the employee’s client information, contact logs, schedules, and documents are kept within Salesforce, which you, the manager, can easily access and then seamlessly take over should the employee become unavailable.

Salesforce is a wonderful, yet complex tool, and in order to benefit from all of its features, you need training. According to a study done by Market Tools Inc, clients reported a 132 percent increase in their sales pipeline when they were properly educated on Salesforce. It makes sense to train your sales team to utilize every feature of Salesforce, which was designed specifically to make your company a success.