WE ARE
ALWAYS WITH YOU

"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 Responsible for the adoption and training area at Leadclic

SALESFORCE COACHING AND ADOPTION PLANS

SALESFORCE TRAINING

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

WE GUIDE YOU TO ACHIEVING YOUR OBJECTIVES

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

  • With real time indications in the context of daily activities

  • Web conferences and meetings: always within Salesforce

  • Training to achieve objectives and improve 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 and we make sure that the users make the most of the new technology.

01
Expectations and Questions

We imagine that the Sales Manager is excited about having visibility of the sales department in real time, but he is not 100% sure about which metrics or panels he should use for his analysis. The instructor will work with you to generate the right metrics and make sure you have the right panels to correctly manage your data.

02
Getting to know your company as a whole 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 program.

03
Familiarization of internal processes with Salesforce

With individual sessions, people receive the necessary guidance to achieve the set objectives. They will not have to do it alone at the beginning; 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 salespeople are asked about meeting their objectives, they do not see 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 team sees how Salesforce can help them achieve their goals.

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One of the basic aspects of the program is learning all the features of the Salesforce platform in a short period of time. That means combining our specific objectives and processes so users can quickly use Salesforce in their real day-to-day actions. That's where there is clearly a gap; Leadclic adoption services can close it.
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David Sastre Chief Customer Officer at SEUR
OUR ADOPTION SERVICE IN SALESFORCE
SALESFORCE TRAINING COURSES

In addition to the training within the adoption plans in Salesforce, Leadclic has 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

Administration Basic courses are for people who are starting on the Salesforce platform; there are also 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

These are courses with which to obtain basic notions on how to customize a Salesforce version; there are others based on the adoption and ROI of the implementation and others that teach the user how to compile reports and operate panels in a basic way.

More Info
Salesforce courses
Marketing

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

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Salesforce courses
Customised

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

More Info
If you are interested in learning more about our deployment service, please contact us for more information.
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SERVICES FOR YOUR BUSINESS
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Consultancy
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Implementation
We adapt Salesforce to the needs of each customer
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Support
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