Salesforce Training for Sales Representatives by saasguru

The sales landscape today is not the same as it was one or two decades ago. With  pandemic, field sales representatives are experiencing numerous challenges due to restrictions on public movement and conveyance. Today, Sales Reps must be more adaptable, empathetic with clients, and, most critically, well-prepared to meet the challenges of the sales landscape.

Undoubtedly, all the Sales Reps ought to be focused on making a sale and meeting their quotas. They aim to cultivate long-lasting client relationships, provide the best possible service, and establish trust. The Sales Reps should be good at addressing consumer queries, obtaining referrals from the existing customers, and preparing deal pipeline and target achievement reports. 

Without a CRM platform, none of these activities can be accomplished efficiently. Salesforce is the best choice and one-stop-shop for all sales operations. 

Why Salesforce Training for Sales Reps?

Cloud certification is a big deal—and it’s only going to get bigger. The sooner you get your team trained on Salesforce, the better off they’ll be when it comes time to compete in this market.

There are many reasons why Sales Reps should be well-trained in Salesforce.

1. Manage Accounts Effortlessly

The Sales reps can use Salesforce to get a 360°, holistic picture of the customers, accounts, and important contacts they’re working with. Information such as activity history, campaigns involving a customer, social media behavior, and so on might help a Sales Rep close deals quickly.

Chatter allows Sales Reps to collaborate easily internally on the deals and leads and provides the ability to invite customers also to the conversation. 

2. Accurate Data Management

Data silos are a thing of the past. With Salesforce, the company’s disparate systems can be integrated, and a single customer ID can be retained across systems. The foundation for having an effective CRM tool is the data. To obtain information from several systems, the Reps do not need to open multiple systems. Furthermore, manual tasks can be automated, and inside/field sales reps could be given smart advice to help them complete deals faster.

3. Generate More Leads

The Salesforce Activity Timeline can be used to learn about a Lead’s latest communication and contact information to track Leads and convert them to customers effectively. Moreover, quality Leads from Marketing and Sales could be monitored across many channels, including social media, from within Salesforce. In Field Sales, you may not always have the opportunity to access your laptop, so you can review the info on the go using the Salesforce mobile app.

4. Work From Anywhere

We now have a work-from-anywhere culture. You may not always be glued to your desk or have the feasibility  to open your laptop even if you are outside, especially in Field Sales, then what to do in that case? You sure don’t want to lose on customer data. 

In that case, install the Salesforce Mobile app from Google Play Store or Apple App Store depending upon your handset and get started in seconds. You might quickly learn about the customer and take appropriate action. The best thing is that the apps may be tweaked or personalized to meet the demands of a company. Many apps created by Salesforce partners could be reused if they meet your needs.

5. Report Creation

With Salesforce, creating reports is no longer a difficult task. The Sales team can generate a report in Salesforce using the basic report types or customize them using the drag and drop interface.

You may also create dashboards and keep track of all data and KPIs. The best aspect is that you may view reports right from your phone. If your senior management is busy, they can use this app to review or subscribe to dashboards instantly. 

Benefits of Salesforce Training with saasguru

Salesforce certification is an excellent way for your team to learn the latest technology and grow their careers. But it can be time-consuming and costly to get your team certified, especially with so many online platforms available.

But we’ve got you covered. With saasguru, your team can build a customized  certification pathway. Reduce the time and expense of training and certification by up to 70%, and upskill and certify your workforce in only 15 minutes.

Create a customized learning pathway for each individual on your team with our easy-to-use platform. Leading Salesforce Consulting professionals recommend the saasguru training program because it allows you to develop and manage the whole lifecycle of onboarding, assessment, up-skilling, and certification for any cloud software. Insights, gamified learning, and access to our “gurus” who are available for 1-on-1 mentoring sessions at any time are all included in our micro-learning modules.

What You’ll Learn?

At saasguru, we are committed to helping you reach your full potential. We offer a wide range of training options that can help you learn the skills needed to excel in your role and advance your career.

For over ten years, saasguru has been delivering Salesforce training and has a proven track record of success. Our Salesforce training program has helped more than 15,000 professionals across the globe gain the skills they need to succeed in their careers.

Our Salesforce training is designed to meet the needs of our students by providing them with hands-on experience through practical exercises and projects. We also offer mock tests that allow students to benchmark their progress against their cohort and identify areas where they may need further training or support before taking the actual exam.

Our Salesforce training includes the following: 

Benchmarking: Use our mock tests for all main cloud software platforms to determine your cohort’s Cert preparedness. 

Personalisation: Create a customised and gamified learning path that includes a study guide, mock tests, revisions, and mentorship.

Mentoring: Connect learners with mentors, track their progress using real-time dashboards, and reward success.

Conclusion

At saasguru, we believe that sales reps are the lifeblood of any company. They’re the ones who are out there making the tough decisions, getting their hands dirty, and making sure your customers are happy.

That’s why we want to help you create sales reps who know what they’re doing and can tackle any problem. That’s why we offer Salesforce training for sales representatives.

We’ll work with you to set up a personalized demo and ROI session to show you how saasguru can help you scale certified talent with a 20x return on investment. 

Use Coupon Code BLOG20 to avail flat 20% discount on saasguru Programs.