Training - Sales Cloud (4 hrs)

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Ensure your team are equipped to start using Salesforce Sales Cloud by receiving hands on classroom training that’s relevant to your business. Training can be provided in a classroom environment, or alternatively can be delivered online and recorded for future use.

Milestones

Here are the key activities and steps in your project:

Kick-off Meeting
Training
Survey

Scope

Lead Management (1 hr)
Opportunity Management (1 hr)
Reporting & Dashboards (1 hr)
Admin (1 hr)
Training Survey

What’s not included?

Any ongoing training or configuration support outside of this project
Travel, accommodation and expenses
Training room or facilities
Training material
Up to 5x people in training (unless remote)

General Exclusions

These exclusions apply to all Training packages available on this website:

No configuration of the system as part of training
Weekends and Australian National Public Holidays not supported
Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
Training for software not listed in scope
Business analysis and Customer activities required run the project
Project Management and coordination of internal client stakeholders and 3rd parties
Business process documentation or training documentation outside of those explicitly listed in Inclusions
Change management and internal communications
Salesforce application support / case management

1. Kick-Off Meeting

The Project Manager will arrange a brief meeting to review the project, scope, and discuss next steps.

In the mean time, your team can start pre-learning:

2. Training

The Trainer will run the actual training program. If it is remote, we will ensure the training is recorded.

3. Training Survey

We will ask you for feedback on how the training was via a structured survey.

4. Project Closure

Once we’ve finished the project we will:

Ask you to sign a Project Closure Acceptance Certificate
Complete a Customer Satisfaction Survey from Salesforce

Milestones

Here are the key activities and steps in your project:

Kick-off Meeting
Training
Survey

Scope

Lead Management (1 hr)
Opportunity Management (1 hr)
Reporting & Dashboards (1 hr)
Admin (1 hr)
Training Survey

What’s not included?

Any ongoing training or configuration support outside of this project
Travel, accommodation and expenses
Training room or facilities
Training material
Up to 5x people in training (unless remote)

General Exclusions

These exclusions apply to all Training packages available on this website:

No configuration of the system as part of training
Weekends and Australian National Public Holidays not supported
Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
Training for software not listed in scope
Business analysis and Customer activities required run the project
Project Management and coordination of internal client stakeholders and 3rd parties
Business process documentation or training documentation outside of those explicitly listed in Inclusions
Change management and internal communications
Salesforce application support / case management

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Out of stock

Milestones

Scope

What’s not included?

General Exclusions

1. Kick-Off Meeting

2. Training

3. Training Survey

4. Project Closure

Milestones

Scope

What’s not included?

General Exclusions

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