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Salesforce Training & Onboarding Services.


Salesforce provides a simplified learning portal for users called Trailhead Learning Experience. This portal allows users to gain new skills or improve on existing skills and offers a library of educational content that you can access whenever you like.

For those organizations looking for a more customized or hands-on training, Concept provides customized training services for both end-users, managers, and administrators.

Our training content is not “one-size-fits-all.” For each company we work with, we strive throughout the training to reinforce your business processes. Whether your team is a bunch of experienced CRM professionals or they’re reluctant to move away from their rolodex, both want to know – “What’s in it for them?” We strive to educate trainees on what more they can accomplish by working in Salesforce. We typically offer live hands-on training sessions onsite at your location, but we can also deliver employee training remotely, via a web conference.

Typical Salesforce Trainings Include:

Conduct “Day in the Life” training format for each functional group or department with interactive and hands-on training with exercises that are relevant to individual roles

    • Tips, tricks, and techniques that save time entering and searching for data
    • Show users how they can manage their business processes from start to finish leveraging Salesforce
    • Show users how to create a history of interaction with customers using activities and emails
    • Explain how to manage daily tasks, leverage the calendar, and respond in a timely manner
    • Show how to monitor progress and success using reports and dashboards and ensure data is entered consistently and accurately so that the reports and dashboards tell the true story
    • Demonstrate how to use familiar tools like Outlook and stay in sync with Salesforce
    • Explain how to manage duplicate records to keep Salesforce database clean and relevant
    • Leveraging Salesforce Chatter for company-wide collaboration
    • Provide training on how to leverage Salesforce on mobile devices to allow for work outside the office and on the road

    Concept has a proven training process to increase user adoption. Our Salesforce training includes three steps to ensure your team is making the most of CRM as a tool to improve day-to-day operations.

      • STEP 1: Prepare – We work to first understand the processes, goals, and priorities within your business while also identifying the proper KPIs to measure your success. Our team also takes the time to learn your existing Salesforce customizations, integrations, apps, and user pain points.
      • STEP 2: Deploy – After learning everything we can about your business, we then create a syllabus of topics to train your employees over several training sessions either in person or online. No two Salesforce training processes are the same as these courses are specific to you and are designed to make your team more efficient. Once training has ended you will have access to all sessions through our training library.
      • STEP 3: Maintain – Even after your Salesforce training program is complete; we meet regularly to help and support the people who are using this platform every day. We pay attention to the issues, concerns, and frustrations your teams experience to find areas for improvement and provide a platform for sharing best practices.

      Salesforce Clouds for Training and Support

      There are several communities and offerings from Salesforce for reference. These include:

        • Sales Cloud
        • Service Cloud
        • CPQ
        • Community Cloud

        Pardot Training and Support

        Our personalized Pardot training and onboarding services are customized to each client with their unique business needs. Training is performed within their instance of Pardot, so your team can better understand how your organization’s marketing automation technology works.

        The Concept Difference.

        Concept is a unique sales development and marketing agency. We specialize in helping our clients track all leads through any portion of the sales funnel. We develop a custom reporting dashboard for each client, so they have complete visibility into how their leads and campaigns are performing. With our partnerships with Salesforce and HubSpot CRM platforms, our clients are also able to track their conversions from various media buying platforms. At Concept, we connect all sales and marketing efforts back to actual closed deals and prove true ROI.