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Salesforce Training for Sales Representatives by saasguru

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Salesforce Training for Sales Representatives by saasguru

The sales landscape today is not the same as it once was. With the outbreak of the pandemic, field sales representatives are experiencing numerous challenges. 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 are focused on making a sale and meeting their quotas. They aim to cultivate 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 target reports. 

Without a CRM platform, none of these duties can be accomplished efficiently. Salesforce is the best choice we could think of.

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 and other cloud-based software, 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 could use Salesforce to receive a complete picture of the clients, accounts, and important contacts they’re working with. Information such as communication history, campaigns involving a customer, social media behaviour, and so on might help a Sales Rep complete deals quickly.

Salesforce Chatter allowed Sales Reps to collaborate easily and reach out to other teams.

2. Accurate Data Management

Data silos are a thing of the past. With Salesforce, the company’s systems can be integrated, and a single customer ID can be retained. The foundation for having an effective CRM tool is 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.

4. Work From Anywhere

We now have a work-from-anywhere culture. You may not always have the opportunity to open your laptop, especially in Field Sales. 

Install the Salesforce Mobile app on your Android or iPhone 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 personalised 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 set or personalise it 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 reports instantly. 

Benefits of Salesforce Training with saasguru

Salesforce Training

Cloud 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 customised cloud certification pathway. Reduce the time and expense of cloud training and certification by up to 70%, and upskill and certify your workforce in only 15 minutes.

Create a customised learning pathway for each individual on your team with our easy-to-use platform. Leading Cloud 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 exams 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.


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 personalised demo and ROI session to show you how saasguru can help you scale certified talent with a 20x return on investment. 

Request a Free Demo Right Now! Book Now!

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

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