Salesforce Training

Our experienced trainers will empower your staff to accelerate revenue growth using powerful Salesforce tools.

As an established and experienced ‘Salesforce Consulting Partner we’ve helped many businesses improve the effectiveness of their sales and marketing teams through CRM consultation, training and support.

We work hard to understand the specific needs of both your business and your users. We can then structure our training package to meet those requirements and deliver maximum business value. All of our Salesforce specialists have extensive CRM knowledge and are accredited Salesforce Certified Consultants. They also have broad experience in customer service, sales and marketing best practices across a variety of business sectors.

Salesforce Registered Consulting Partner

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Training that works for you

We prefer to train your staff on your own premises, if you can make a dedicated training/meeting room available (we can bring a PC projector and screen if necessary).

Because we typically cover a broad range of features, and we want users to feel comfortable with what they have learned, we include 30 days of post training support with all on-site training sessions. 

Salesforce Users may call us as often as they like during this period to refresh their knowledge or seek clarification on any related topic.

We will deliver company-specific Salesforce user & administrator training on your premises to meet with the needs of your business & your staff. Beyond the core features of Sales Cloud, we offer advice and consultation around Service Cloud, Marketing Cloud and Pardot.

To ensure that your training session will have the most positive impact, please take the time to consider its objectives. What (specifically) would you like the training to achieve? For example, objectives might include (but are by no means limited to):

  • Empowering individual users to be more effective during customer interactions
  • Making users more comfortable and confident in their day to day use of Salesforce
  • Improving the adoption of Salesforce across your business
  • Setting up the system to support your operational processes efficiently
  • Accurately monitoring Sales Opportunities and Pipeline Forecasts
  • Understanding reporting to effectively manage activity
  • Monitoring KPIs to support management decision making
  • Establishing the most reliable and efficient technical infrastructure for Salesforce
  • Helping staff to understand the capabilities of Salesforce and to implement powerful interactive campaigns that help drive business growth

Training Sessions Available:

Basic User

Objective: To provide new Salesforce users with an entry-level understanding of the basic features of the software. On completion of the session, users will be able to navigate successfully around the system and use appropriate features.


Objective: To equip Salesforce internal admin users with the knowledge and skills to manage the configuration of Salesforce. Examples may include customisation of objects, screens, flows, user interface and security models, but each session is tailored to meet the specific needs of the organisation and the user..

Note: The above sessions may be run as a half day course. In these circumstances, an overview of each element will be provided but there will be limited opportunity for discussion and Q and A at the conclusion of the session.

If you are interested in speaking to our experts about what the training involves, please contact us on 0115 840 5075 or email

Get in touch…

Call us on 0115 840 5075

Our Accreditations