Training - Cloud Next Level https://cloudnextlevel.com Salesforce Consulting Fri, 05 May 2023 13:55:32 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://cloudnextlevel.com/wp-content/uploads/2020/03/cropped-download-32x32.jpeg Training - Cloud Next Level https://cloudnextlevel.com 32 32 From Voluntold to Certified https://cloudnextlevel.com/from-voluntold-to-certified/?utm_source=rss&utm_medium=rss&utm_campaign=from-voluntold-to-certified Fri, 28 Apr 2023 19:46:10 +0000 https://cloudnextlevel.com/?p=28965 Do you know what a voluntold admin is? It’s a person who has some interest in how Salesforce works at your company. Since no one else does, they are called Salesforce Administrators without proper training or guidance. It always happens, but it is not a lasting or productive solution. What Can Be Done? There are […]

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Do you know what a voluntold admin is? It’s a person who has some interest in how Salesforce works at your company. Since no one else does, they are called Salesforce Administrators without proper training or guidance. It always happens, but it is not a lasting or productive solution.

What Can Be Done?

There are several things your company can do to help the person who handles Salesforce administration at your company pass the certification exam and, more importantly, administrate your system more efficiently:

  1. Study materials: Encourage them to review the official Salesforce study materials, such as the Administrator and Advanced Administrator Study Guides and Trailheads.
  2. Practice tests: Encourage them to take practice tests to familiarize themselves with the certification exam’s format and types of questions. An excellent resource for this is Focus on Force.  Their courses are fantastic, and their practice tests are like official Salesforce tests.
  3. Hands-on experience: Ensure they have enough hands-on experience working with Salesforce – especially in a designated sandbox – to apply their knowledge to real-world scenarios.
  4. Attend training sessions: Encourage them to attend training sessions, either in-person or online, to learn from experienced Salesforce professionals.
  5. Join a study group: Encourage them to join a study group or online community of Salesforce professionals to discuss study materials, ask questions, and share tips and strategies for passing the certification exam.
  6. Take the certification exam: Encourage them to take it once they feel ready.
  7. Consider hiring a Salesforce consultant: If the person cannot pass the certification exam or if your system needs more help than a new administrator can handle, consider hiring a Salesforce consultant to handle the administration and management of Salesforce.

At Cloud Next Level, we can help your voluntold OR certified admin work within your system better. We have a managed service plan to meet your needs if you need us for a few hours a month or a few hours a day.

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Three Tools Every Salesforce Admin Should Be Using https://cloudnextlevel.com/three-tools-every-salesforce-admin-should-be-using/?utm_source=rss&utm_medium=rss&utm_campaign=three-tools-every-salesforce-admin-should-be-using Sun, 05 Feb 2023 20:01:06 +0000 https://cloudnextlevel.com/?p=28542 Every salesforce admin needs a well-stocked toolbox of easy-to-use apps that make their job easier. At Cloud Next Level, our team of admins has plenty that helps us with our clients daily. So we’ve come up with a list of the top three tools to help you keep your Salesforce instance organized and your change […]

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Every salesforce admin needs a well-stocked toolbox of easy-to-use apps that make their job easier. At Cloud Next Level, our team of admins has plenty that helps us with our clients daily. So we’ve come up with a list of the top three tools to help you keep your Salesforce instance organized and your change request queue moving forward.

Salesforce Inspector 

Salesforce Inspector is a free tool that allows admins to view field data on a salesforce page.   Available for use in Chrome and Firefox, Salesforce inspector will let you see an overlay of your metadata from the user experience side.

In addition, Inspector will allow you to import and export from a record detail page in Salesforce. With a few simple SOQL queries, you can create a spreadsheet, manipulate it the way you need, and copy it back into the extension to import into Salesforce. Errors are easy to spot and correct before you add bad data to your system.

We find that Salesforce Inspector is easy to use and well-maintained. Give it a try.

Cloudtoolkit.co

Cloudtoolkit.co is a collection of open-sourced web apps on Ben Edwards’s Github page.

It can evaluate the health of your org and create an insightful and usable pdf providing a great high-level impact analysis.

The tools include an “Org Doctor” to help you figure out best practice analytics and assess the health of your org. An Org Compare that allows you to compare customizations between salesforce orgs with a visual representation of the differences.   And that’s just the beginning.

Cloudtoolkit.com also has a Data Compare tool, a Configuration Switch tool, a Schema Lister, and a field creator. All tools you might use daily as you work in your org.

Happysoup.io

Happysoup.io, in addition to having a great name, is another impact analysis tool every admin should have in their toolbox. This is the tool to use when trying to keep your org data clean and figure out your metadata dependencies. And it’s FREE.

How often, as an admin, are you asked to remove or change a field but can’t tell exactly how it’s used? Of course, you can use the “where is this used” button, but Happysoup.io takes it further. You’ll get detailed information in a .csv format.

Get all the fields, buttons, visual force pages, etc., used in a page layout in one click and copy/paste it to excel. It’s perfect for brainstorming on how to reduce clutter on your layouts.

Are you looking for more help?

 Are you looking for more tools and tricks to make your admin experience easier? Cloud Next Level is here to help. We offer training packages, managed service hours, and straightforward advice to help you take your company to the next level.

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Jo Ann Woodcock, Never Stop Learning https://cloudnextlevel.com/jo-ann-woodcock-never-stop-learning/?utm_source=rss&utm_medium=rss&utm_campaign=jo-ann-woodcock-never-stop-learning Sun, 05 Feb 2023 19:41:57 +0000 https://cloudnextlevel.com/?p=28526 Jo Ann is a multi-certified Salesforce Admin who combines technical and change management skills to design and deploy automated solutions for organizations. The best part is that she uses specialized and business experience from various industries and organizations like entrepreneurial organizations, nonprofits, large corporations, and her own IT service company to assist clients. Jo Ann […]

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Jo Ann is a multi-certified Salesforce Admin who combines technical and change management skills to design and deploy automated solutions for organizations. The best part is that she uses specialized and business experience from various industries and organizations like entrepreneurial organizations, nonprofits, large corporations, and her own IT service company to assist clients. Jo Ann translates her knowledge in a way that all levels of users can benefit. In addition, she personalizes the Experience and makes it enjoyable for clients.  

Salesforce allows me to quickly develop solutions and present them directly to end-users. I love the variety of work and that there is always something new to learn.

Oh boy, has she learned!  

Education: 

  • BA in French & Foreign Languages with a minor in Communications from Purdue University; West Lafayette, IN 
  • MBA from Wright State University; Dayton, OH 
  • MS in Business Computing; University of Lyon II; Lyon, France 
  • MA in Conflict Resolution; University of North Carolina Greensboro (UNCG); Greensboro, NC 

 

Professional Accomplishments: 

  • Salesforce Certified Administrator 
  • Salesforce Certified Salesforce Platform App Builder 
  • Salesforce Certified Service Cloud Consultant 
  • Salesforce Flownatic – using flows to automate business processes 

 

Understanding and Empathy Her Secret Sauce     

I relate well to business leaders and can quickly learn the unique aspects of each client’s business model and culture. When designing solutions, I consider who will use them to ensure that the answers I create will be valuable to our customers.

Jo Ann personifies Cloud Next Level’s pledge to help clients define and refine their organizations business processes to create maximum value and deliver superior results.  

As Salesforce brings more functionality to their Flow automation tool, I expect to be a leader at CNL for using Flows instead of code to automate business processes. I’d like to help CNL develop some templated solutions for common client issues.

Outside of Work: 

Jo Ann loves playing with yarn. She knits, crochets, weaves, and cross stitches. The large number of projects she has in progress does not stop her from planning more projects and accumulating more supplies. Creating new items, learning new techniques, and meeting other crafters keep her engaged. Other hobbies include singing, reading, traveling, and spending time with extended family.  

We hope that you have enjoyed our study of Jo Ann and have learned to appreciate her as we do!  

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Business Process Automation https://cloudnextlevel.com/marketing-sales-operations-and-service-working-better-together/?utm_source=rss&utm_medium=rss&utm_campaign=marketing-sales-operations-and-service-working-better-together Sun, 05 Feb 2023 19:21:30 +0000 https://cloudnextlevel.com/?p=28518 Marketing, Sales, Operations, and Service – Working Better Together jācapps is a Michigan-based tech company focusing on mobile app development for radio stations. They have made over 600 radio apps since 2008 and helped mainstream the industry. While media has been their emerging industry expertise, they are anything but a one-trick pony. jācapps works with […]

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Marketing, Sales, Operations, and Service – Working Better Together

jācapps is a Michigan-based tech company focusing on mobile app development for radio stations. They have made over 600 radio apps since 2008 and helped mainstream the industry. While media has been their emerging industry expertise, they are anything but a one-trick pony. jācapps works with a diverse mix of companies, from construction powerhouses to the big three to award-winning hospitals.

Problem

jācapps had used Salesforce since 2013 but never used it beyond a basic database. They knew Cloud Next Level’s work through professional connections and started with a bucket of hours to help them work efficiently across Marketing, Sales, Operations, and Service.

Cloud Next Level quickly analyzed our business and developed a keep understanding of how jācapps operates and what we are trying to accomplish.

Solution

Cloud Next Level and jācapps took a holistic view to make each business function more efficient while at the same time better connected to one another. CNL took a cross-organizational approach to implement a new structure, eliminate redundant technologies, provide documentation, and train “voluntold” admins and super users. 

Marketing: 

  • An automated marketing tool was integrated into Salesforce, eliminating manual processes to convert marketing leads to qualified sales leads.  
  • Website forms were updated to eliminate redundant data entry by potential customers when contacting the company for information or support.

Sales: 

  • CNL created a sales pipeline and performance dashboard for executive visibility and decisioning.
  • Security settings were improved to focus salespeople on their own accounts which accelerated timely follow-up activities.

Operations: 

  • Processes were automated for follow-up on contract renewals. 
  • Users were trained in essential system maintenance and security. 
  • Profiles and role structures were implemented to simplify access and onboarding for new users.

Service: 

  • The Service department is no longer siloed from Marketing and Sales which has expedited service and sales requests.

Cloud Next Level had an immediate impact on several jācapps foundational marketing processes. They fixed our email platform, making it more user-friendly, then fixed the connection to our website so that leads could be easily captured and segmented into product categories. Now we can track the origin of our leads. It is exactly the information that we need. Our team is so stoked to have information to act on.

Process

After an initial evaluation, Cloud Next Level suggested seven key projects to increase efficiency and connect departments within Salesforce. 

 

  1. Form creation – to provide an easy and logical user interface
  2. Dashboards & Reports – sales pipeline and business pipeline dashboards created with appropriate reports
  3. Sales goal discovery and congruent data mapping
  4. Automated marketing integration and best practices training
  5. Profiles and permissions set up to secure the system and simplify future user setup
  6. Email-to-case setup and mapping
  7. Training of marketing, sales, operations, and service users with documentation for future reference.

The ability to track important business metrics like Won/Lost reporting is a game-changer for us. Traditionally, we have long sales cycles. Having precise information about the buying cycle will help us to understand and manage the dynamics of platform and custom product lines more successfully.

Results

  • Through marketing automation, jācapps was able to increase lead capture by 400% and, as a result, increase revenue by 100%.
  • With training and a well-mapped sales process, the sales team has tripled their pipeline and doubled their revenue.
  • By developing a transparent business process with the sales team, qualified leads increased by 150%
  • The Sales team, no longer relying on only existing accounts, has grown in number and expanded their territory.
  • By exposing the sales team to support and tickets, they now have a 360-degree view of the business and can better serve their customers.

Cloud Next Level has been nothing short of amazing for us. The communication was always top-notch to the ENTIRE team, which was important for us. I could not recommend them enough.

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Reports and Training https://cloudnextlevel.com/fathom-case-study/?utm_source=rss&utm_medium=rss&utm_campaign=fathom-case-study Wed, 20 Apr 2022 14:48:18 +0000 https://cloudnextlevel.com/?p=27511 Fathom used Salesforce as their CRM. They also used spreadsheets and an external business analytics tool for their reporting. Fathom was referred to Cloud Next Level through the Salesforce ecosystem. The initial goal was to reproduce external sales, pipeline, and account plan reporting inside of Salesforce.

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Teaching to Fish

Fathom is a digital marketing specialist firm located in Cleveland, Ohio. They draw on their deep roots in digital to bring clients a unique skillset for all their digital needs—from SEO to marketing automation, social media to paid search and display. Plus, the content, creative, analytics, and technical support customers require to amplify success.

Problem

Fathom used Salesforce as their CRM. They also used spreadsheets and an external business analytics tool for their reporting. Fathom was referred to Cloud Next Level through the Salesforce ecosystem. The initial goal was to reproduce external sales, pipeline, and account plan reporting inside of Salesforce.

Fathom’s Manager of Information Technology and Security was not familiar with Salesforce or how users worked inside of it. Cloud Next Level and Fathom identified other workflow, application, and business process needs during their engagement.

Solution

Initially, reports were created that mimicked and enhanced the reports from their now obsolete Business analytics application. Testing of these reports and the IT manager’s increased knowledge of Salesforce functionality revealed additional business requirements. For example, fathom needed objects related to account plans, and plan service reviews built in Salesforce. Using “low code” solutions, Cloud Next Level built out the system and automation to provide accurate reporting and features for editing and deleting within opportunity revenue schedules.

Process

CNL and Fathom met weekly review results and newly-identified needs. During the engagement, CNL:

  • Replicated sales reporting from the external business analytics system inside of Salesforce
  • Added Account Plans for performance tracking in Salesforce
  • Created dashboards for the executive and sales teams
  • Introduced Fathom to an AppExchange app to simplify business process automation.
  • Transitioned the sales team from Salesforce Classic to Lightning, with system and business process training
  • Assisted the IT manager in getting his Salesforce Administrator certification so he could ensure the new processes would be maintained and supported
  • Taught Fathom how they could simplify the flows within their new business processes
  • Mapped out future enhancements that Fathom can incorporate as they grow


Cloud Next Level was a valuable partner for me. As a new Salesforce admin with limited exposure to business processes, Cloud Next Level walked me through the reasoning we used to create our solution in a way I could understand. They gave me some valuable training on Salesforce automation. They provided me with a helpful tool I now use regularly and recommended resources that helped me achieve my Salesforce admin certification. They were a true partner, not just consultants who did a specific job and nothing else.

Results

  • Better visibility – Sales dashboards and executive dashboards were created to display customers’ buying cycles and allow them to track goals. (This information was difficult to quantify in their old system.)
  • Reduced spending – Fathom simplified its tech stack by eliminating an external business analytics tool.
  • Upskilling – CNL supported the Manager of Technology in getting certified.
  • Documentation – Business processes are now outlined and documented for consistency and training.
  • Self-sufficiency – Fathom is confident knowing that they have all the tools needed to maintain and update the system as their processes change.


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Optimizing Tech Stack https://cloudnextlevel.com/cincinnati-boychoir/?utm_source=rss&utm_medium=rss&utm_campaign=cincinnati-boychoir Thu, 21 Jan 2021 20:49:20 +0000 https://cloudnextlevel.com/?p=26981 Boychoir Significantly Improves Marketing Functionality, Enrollment Management, And Efficiency While Optimizing Tech Stack And Spending As A Result of Partnering With Cloud Next Level The Cincinnati Boychoir is one of Cincinnati’s oldest and most beloved musical organizations for young people. Several thousand boys have passed through its ranks. From its start in 1965, the ensemble […]

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Boychoir Significantly Improves Marketing Functionality, Enrollment Management, And Efficiency While Optimizing Tech Stack And Spending As A Result of Partnering With Cloud Next Level

The Cincinnati Boychoir is one of Cincinnati’s oldest and most beloved musical organizations for young people. Several thousand boys have passed through its ranks. From its start in 1965, the ensemble has grown into one of the most respected boychoirs in the world.

Problem

Cincinnati Boychoir implemented a custom Salesforce instance shortly before undergoing a significant leadership transition, leaving behind little-to-no documentation or training, confusing automation, and no knowledgeable administrator.  Their only solution seemed to be dumping data and starting over.  They turned off functionality because they didn’t understand what they had, and it was more trouble to use than not. A lack of marketing functionality left them sending postcards with printed URL’s pointing to their website.

Solution

Cincinnati Boychoir needed a partner to reactivate and understand their system. They wanted a partner who could also act as an extension of their team. They found Cloud Next Level through professional connections with the first-hand experience of our work and ability.

Cloud Next level was able to reactivate the Cincinnati Boychoir Salesforce system, evaluate their initial implementation and move forward with a business plan, which included:

  • Automating marketing
  • Training
  • Managed Services Assistance
  • Documentation of all processes

 

“My experience with Cloud Next Level has been exceptional. Kendra and the team have been proactive and extremely professional in their approach to our project: they were quick to assess the state of our existing instance, make early and impactful changes, suggest new processes that will make my work more efficient, and document our progress in a way that has exceeded expectations.”

Process

  • Discovery – CNL approached the project as if it were a new implementation
  • Automation – We automated what was created but not used
  • Training – Staff received data management training using their native functionality and additional Apps from the App Exchange
  • Marketing – We identified what they should be taking advantage of and added a marketing automation tool with email templates, campaigns, and enhanced letterhead.
  • Forecasting – A clear path for capitalizing on incoming leads and data was created.
  • Documentation – Sustainability was created through process documentation.

 

“We’re looking forward to future projects with CNL to take their work to the next level for our organization. Plus, they’re just great people to interact with. I couldn’t be happier with their level of service and expertise. I wholeheartedly recommend CNL and already have to a partnering organization!”

Results

Quick Win Early in the engagement – Within the first two weeks of working with CNL, Cincinnati Boychoir gathered valuable feedback from their client base by leveraging their marketing tools that CNL helped to integrate and set up.

Time-Saving Metrics – Reduced time spent on repeatable, manual data tasks by approximately 90%.

Optimizing Tech Stack – By evaluating and fully integrating applications with Salesforce, they are able to leverage Salesforce as the single source of truth. They can see a Marketing to Potential Donors Journey, which has led to increased engagement.

Staff savings – Within the first two weeks, CNL provided training to expand the team’s skills. Work is now distributed across the team, and each team member can work autonomously and efficiently.

Donor and Member Data cleanup – By leveraging tools CNL introduced, they have been able to scrub and update the email database to provide confidence in the data.

Marketing Campaign Performance – By cleaning up the data and leveraging the tools at hand, marketing campaigns are at or above their peers by 3X.

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Spring ’20 Release Highlights https://cloudnextlevel.com/spring-20-release-highlights/?utm_source=rss&utm_medium=rss&utm_campaign=spring-20-release-highlights Thu, 13 Feb 2020 14:00:00 +0000 https://cloudnextlevel.com/?p=46 Here we go, Salesforce 2020 has been released. Lots of features that were introduced at DreamForce in November are going live and you won’t want to miss them. For all of the details on the Spring ’20 release be sure to go to the Salesforce release website. Here’s just a few of the updates and new features that we think are most important and can have the biggest impact on your business. 

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Here we go, Salesforce 2020 has been released. Lots of features that were introduced at DreamForce in November are going live and you won’t want to miss them. For all of the details on the Spring ’20 release be sure to go to the Salesforce release website. Here’s just a few of the updates and new features that we think are most important and can have the biggest impact on your business.

Pardot: Snippets Enhancements

Our Pardot customers already know the timesaving advantage of having Pardot Snippets. For those who aren’t using them yet Pardot Snippets are reusable blocks of text, image, date, or links that save marketers time and prevent headaches by rolling out email content changes consistently and efficiently.

With the Spring ’20 update you can now use snippets across any Pardot asset or business unit regardless of campaign. That’s right, they’re no longer tied to a single campaign! Use them in marketing content or for logos, copyright dates, company slogans, legal disclaimers, or other compliance-related content.

Salesforce Data Mask for Sandbox environments

This is a huge upgrade for our clients in the health insurance industry, but it will be a game changer for those in the payment card industry as well as anyone concerned with EU GDPR guidelines. Compliance has just become a whole lot easier!

To protect confidentiality and maintain regulatory compliance, users can now use Salesforce Data Mask to anonymize or delete personally identifiable information in sandboxes. This makes the job of monitoring in house or outsourced Salesforce users that much easier for everyone. And as a bonus you’ll be able to configure different levels of masking depending on the sensitivity of your data and requirements of your industry.

New Salesforce Mobile App Automatic Upgrade

You already know that the Salesforce mobile app helps you work smarter and be in conversation more easily with your entire workforce. The new upgrades to this app users will see a new unified experience making it even easier to transition from desktop to mobile. In addition, you’ll be able to personalize navigation in essentials and prioritize the information you use the most.

Admins are going to love this upgrade too. They’ll have more flexibility and power than ever to help make user experiences the best they can be by optimizing those components you use on mobile.

Salesforce Sustainability Cloud

This is a carbon accounting product for businesses to drive climate action. With Salesforce Sustainability Cloud, businesses now have a trusted sustainability platform that gives them a 360-degree view of their environmental impact and provides data-driven insights that will accelerate the world’s efforts towards carbon neutrality.

Calculate, analyze, and report on your company’s corporate greenhouse gas emissions inventory with an app built on the Salesforce Lightning Platform. The Sustainability Cloud app is built for sustainability managers, company executives, and third-party auditors to collaborate on producing an accurate and insightful emissions inventory.

 www.CloudNextLevel.com www.CloudNextLevel.com

Need help understanding any of these features or other features of the Salesforce Spring 2020 release? Give us a call. We’ll be glad to help. Contact us now!

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Training your Staff in YOUR Salesforce and Pardot System https://cloudnextlevel.com/training-your-staff-in-your-salesforce-and-pardot-system/?utm_source=rss&utm_medium=rss&utm_campaign=training-your-staff-in-your-salesforce-and-pardot-system Fri, 17 Jan 2020 16:46:00 +0000 https://cloudnextlevel.com/?p=50 If your company is making decisions about the best way to train your staff in Salesforce.com, good news! You’re already ahead of many of your peers! Salesforce is unquestionably the world’s most popular and, many would argue, the most powerful CRM. The addition of Pardot links sales and marketing in a fluid process that not only increases your ROI, but […]

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If your company is making decisions about the best way to train your staff in Salesforce.com, good news! You’re already ahead of many of your peers!

Salesforce is unquestionably the world’s most popular and, many would argue, the most powerful CRM. The addition of Pardot links sales and marketing in a fluid process that not only increases your ROI, but knocks the socks off of your customers. This is why so many companies have invested in the combined products. But, as we all know, a system is only good if users are using it well. The best Salesforce and Pardot implementations happen when users are trained in the native environment they are using. Any company who chooses to invest in Salesforce with Pardot and not educate its users won’t be able to realize the robust benefits of the platform. We all know the typical excuses. “Not enough time and/or not enough money to train all (or sometimes any) of our users.” “They’ll figure it out on their own.” “The Salesforce Trailhead can teach us/them everything they need to know.”

We get it! For many organizations, post-deployment training is an afterthought. But for a rollout to be successful, training the end users needs to be a parallel process.

At Cloud Next Level we believe that in the end it costs more time and money to have an untrained staff than it does to invest in education.

In a case study JLL VP and Senior Salesforce Administrator Nana Gregg says: “Onboarding new employees or staff members moving into new roles is just as complex as managing the org itself. From a training perspective, we saw the need for a living, breathing knowledge solution that could provide process guidance, when and where the users needed it, right at their fingertips.”1

An investment in Salesforce only works when the workers who have to use the system know how to use it and, more importantly, trust the information coming from it to gain insights and make decisions. This comes from effective training. It’s tempting to train in a learning module with fake leads and contacts and other data, but then you have to rely on users to take what they’ve learned and translate it to the live production environment. At Cloud Next Level, we believe training should include real work with real data. That way, they have already started using the CRM tool when they finish a day of training; it’s much easier to continue using a new tool than to start using it!

At Cloud Next Level, we work with the processes and data in your system to tailor training materials for your needs. Our configurable training packages include in-person trainings, webinars and one-on-one screen share opportunities. This also includes analytics for management to review and address low-adoption users who may need additional help.

Why choose Cloud Next Level to provide training for your company? Cloud Next level is a registered Salesforce partner. Like all partners, we’ve gone through a due diligence review with Salesforce and have been certified by them. We’ve got the knowledge and experience to implement, consult and train you in Salesforce and Pardot. Working with a Salesforce certified partner assures you of a smooth process and knowledgeable trainers ready to take your staff to the Next Level of use.

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Cloud Next Level Salesforce Training Takes Your Good Work to The Next Level https://cloudnextlevel.com/cloud-next-level-salesforce-training-takes-your-good-work-to-the-next-level/?utm_source=rss&utm_medium=rss&utm_campaign=cloud-next-level-salesforce-training-takes-your-good-work-to-the-next-level Tue, 01 Oct 2019 15:15:00 +0000 https://cloudnextlevel.com/?p=28 Your sales team is terrific. You already know that.  At Cloud Next Level we know that they can be even better with some training on how to use Salesforce more efficiently. An investment in Salesforce only works when the workers who have to use the system know how to use it and, more importantly, trust the information […]

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Your sales team is terrific. You already know that.  At Cloud Next Level we know that they can be even better with some training on how to use Salesforce more efficiently.

An investment in Salesforce only works when the workers who have to use the system know how to use it and, more importantly, trust the information coming from it to gain insights and make decisions.

Salesforce is a wonderful, yet complex tool, and in order to benefit from all of its features, you need training. You want a team that works smarter, not just harder. It makes sense to train your sales team to use every feature of Salesforce designed specifically to make your company a success.

That’s where Cloud Next Level comes in. Although many resources are available, it’s a challenge to find the right training for your team. Not every member of your team has the time or motivation to get into the Salesforce Trailhead and work through trails and modules to find what they need.

Our Salesforce training is for users – including your sales and support team, marketing staff, and executives.  We’ll help you maximize their productivity while using all the best features of this powerful CRM for your organization. This will allow your entire staff to get up to speed on the Salesforce platform so that you can perform your best and optimize the software’s value to the organization.

Learn how to:

·     Get started with the Salesforce environment

·     Optimize lead flow

·     Manage ongoing sales processes

·     Manage the opportunity pipeline

·     Streamline the sales process with reports and dashboards

·     And much more

 At Cloud Next Level we offer personally tailored training for either of Salesforce Classic or Salesforce Lightning. Whether you’re Salesforce beginner or an advanced user, our training will cover all you need to know to help individuals become Salesforce power users.

Everyone has different learning styles and financial means, but there are various training options to suit all requirements. Our configurable training packages include in-person trainings, webinars and one-on-one screen share opportunities. This also includes analytics for management to review and address low-adoption users who may need additional help.

Want to see a return on your Salesforce investment? Train your employees! Salesforce training is key for long-term end-user adoption. Don’t allow your CRM implementation to fail because you didn’t train your team.

Get in touch with us NOW at info@CloudNextLevel.com

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Introducing Cloud Next Level Apprenticeships https://cloudnextlevel.com/apprenticeships/?utm_source=rss&utm_medium=rss&utm_campaign=apprenticeships Mon, 07 Jan 2019 22:42:26 +0000 https://cloudnextlevel.com/?p=10 The rate at which companies expand to the Salesforce platform is faster than the rate that Salesforce professionals are joining the Salesforce ecosystem. What this means is that companies are struggling to staff their Salesforce teams and, also, aspiring Salesforce professionals are less prepared for the struggles they will face as an admin. The Cloud […]

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The rate at which companies expand to the Salesforce platform is faster than the rate that Salesforce professionals are joining the Salesforce ecosystem. What this means is that companies are struggling to staff their Salesforce teams and, also, aspiring Salesforce professionals are less prepared for the struggles they will face as an admin. The Cloud Next Level Apprenticeship program was created to help with both.

How Apprenticeships Help Employers

By partnering with CNL as an Apprenticeship Partner, you will have your Salesforce team members groomed by an experienced team of Salesforce professionals so that they can hit the ground running as a member of your organization. This not only minimizes the learning curve experienced with all new hires, but also empowers those new hires to begin making positive impacts as soon as possible.

Working closely with a team of Salesforce consultants, apprentices will gain all the knowledge and insights, not just of the platform, but of your specific configuration of the platform, to understand both detailed and high-level goals of your organization. This will empower them to confidently perform all necessary admin responsibilities and also make recommendations and suggestions of features that will help the efficiency of the system going forward.

While this process works most smoothly in conjunction with a CNL implementation project, we can also support the molding of your Salesforce team members within organizations that we don’t customize ourselves. Whether you’re looking to strengthen the team around the Salesforce solution you already have in place, or are looking to move to the platform and support that with a team member that continues your Salesforce momentum, the CNL Apprenticeship program is right for you.

Why Become an Apprentice?

An advantage of working in the Salesforce platform, is that all the necessary technical skills can be learned online using the Trailhead training program. This can get you all the knowledge you need to pass certification exams but, without experience manipulating a Salesforce solution for a given business, those certifications can be deceiving.

As a person looking to break into the Salesforce ecosystem, getting the technical skills and even a certification is possible, but gaining the relevant business experience to convince hiring managers during the interview is difficult.

The CNL Apprenticeship Program will not only help you gain the technical knowledge needed to get certified, but also the business experience to better understand how to manipulate the system. After completing the apprenticeship, apprentices will not only be better positioned to land jobs working on Salesforce but can also be directly placed with one of CNL’s clients looking to hire Salesforce roles.

Conclusion

Team up with Cloud Next Level to improve your Salesforce team. As an employer, or a potential apprentice, the Cloud Next Level Apprenticeship Program is designed to take your Salesforce system to, well, the next level. By bridging the gap between the supply and demand of Salesforce hiring needs, the only help you need can be found at Cloud Next Level. Click here to apply.

The post Introducing Cloud Next Level Apprenticeships first appeared on Cloud Next Level.

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