Salesforce for Sales and Administration Training Course

This instructor-led, live training in Kenya (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

Salesforce is a premier CRM platform designed to monitor, enhance, and expand sales performance.

This instructor-led training, available online or on-site, targets intermediate sales professionals looking to elevate their performance using modern, high-impact techniques powered by Salesforce.

After completing this training, participants will be able to:

• Implement contemporary cold-calling strategies to boost engagement.
• Utilize proven scripts to improve conversion rates.
• Establish rapport swiftly through psychological and interpersonal connection methods.
• Harness Salesforce to monitor activities and hasten results.

Course Format

• Live demonstrations and guided discussions.
• Practical application using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customization Options

• Examples, scenarios, and exercises can be customized upon request.

Salesforce stands as a premier cloud-based CRM platform, empowering organizations to effectively manage customer relationships, automate operational processes, and enhance teamwork. This practical, hands-on course delves into core configuration, the design of objects and applications, automation through workflows, Process Builder, and Flow, alongside essential productivity features designed to help teams operate more efficiently.

Delivered as an instructor-led live training session—available either online or onsite—this program is tailored for beginner to intermediate-level administrators, business users, and team leads who aim to configure Salesforce, automate routine processes, and boost overall user productivity.

Upon completion of this training, participants will be equipped to:

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and construct Lightning apps and pages utilizing the Lightning App Builder.
• Develop automation using Flow and other process automation tools to streamline tasks.
• Leverage productivity and collaboration features, including Lightning Experience, Chatter, and key integrations.
• Create foundational reports and dashboards to highlight critical metrics.

Course Format

• Interactive lectures coupled with live demonstrations.
• Guided, hands-on exercises conducted within a sandbox environment.
• Application of real-world scenarios through a capstone lab exercise.

Customization Options

• For a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to make arrangements.

This instructor-led live training in Kenya (online or on-site) is directed at web developers aiming to create real-time applications using Salesforce Development.

By the conclusion of this training, participants will be capable of:

• Building real-time applications utilizing the Apex programming language.
• Generating test classes with Apex to boost code coverage in Salesforce.
• Creating and utilizing REST and SOAP web services via Apex.

This instructor-led, live training in Kenya (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led live training in Kenya (available online or onsite) is tailored for marketing staff, sales teams, and customer service representatives aiming to utilize, manage, and oversee Salesforce and its capabilities to better serve their customers.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to attract, acquire, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

Salesforce serves as a robust cloud platform that facilitates the entire insurance lifecycle, encompassing everything from initial quoting and sales processes to claims management and policy administration.

This instructor-led live training, available both online and onsite, is designed for intermediate-level professionals within the insurance and leasing sectors. It aims to equip them with the skills to configure, extend, and optimize Salesforce to manage product offerings, automate claims, and handle complete policy lifecycles.

Upon completing this training, participants will be capable of:

• Configuring Salesforce to handle the quoting and pricing of insurance products.
• Managing post-sales activities, such as claims processing, event registration, and payment automation.
• Modelling insurance products and administering policies throughout their entire lifecycle.
• Adapting Salesforce to align with the specific regulatory and operational requirements of the insurance and leasing industries.

Course Format

• Interactive lectures and discussions.
• Practical application of Salesforce Insurance tools and configurations.
• Guided exercises focusing on product creation, claims workflows, and policy automation.

Course Customization Options

• For customized training tailored to your specific insurance or leasing products, please contact us to make arrangements.

This instructor-led, live training in Kenya (online or onsite) is designed for administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.

This instructor-led live training, offered in Kenya (online or on-site), is designed for intermediate-level marketing professionals seeking to develop the skills and knowledge required to effectively utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the conclusion of this training, participants will be able to:

• Gain insight into the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to craft, oversee, and enhance email, social, mobile, and advertising campaigns via Marketing Cloud.
• Handle data within Marketing Cloud, develop segmented audiences, and leverage data for precise marketing efforts.

This instructor-led, live training in Kenya (online or onsite) is designed for beginner to intermediate sales professionals who wish to utilize Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby increasing deal closure rates and improving sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.