Salesforce Training Event Plan: A Comprehensive Report

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PROFESSIONAL PRACTISE

TABLE OF CONTENTS
Introduction......................................................................................................................................1
LO1..................................................................................................................................................2
P1 Demonstrate using different communication styles and formats that you can effectively
design and deliver a training event for a given target audience..................................................2
P2 Demonstrate that you have used effective time management skills in planning an event.....4
LO2..................................................................................................................................................5
P3 Demonstrate the use of different problem solving techniques in the design and delivery of
an event........................................................................................................................................5
P4 Demonstrate that critical reasoning has been applied to a given solution..............................7
LO3..................................................................................................................................................8
P5 Discuss the importance of team dynamics in the success and/or failure of group work........8
P6 Work within a team to achieve a defined goal.......................................................................9
LO4................................................................................................................................................10
P7 Discuss the importance of CPD and its contribution to own learning.................................10
P8 Produce a development plan that outlines responsibilities, performance objectives and
required skills, knowledge and learning for own future goals...................................................12
Conclusion.....................................................................................................................................13
References......................................................................................................................................14

LIST OF FIGURES
Figure 1: CPD cycle.......................................................................................................................10

LIST OF TABLES
Table 1: Problems in training plan...................................................................................................5
Table 2: Development plan............................................................................................................12

Introduction
The businesses across world are taking over markets with stiff competition by using technical as
well as meaningful strategies that includes Salesforce. It is determined as platform that manages
relationships with customers by setting cloud applications in context to service, marketing, sales
etc without consulting IT experts. The current report will focus on communication formats and
styles required for developing training event for audience by using time management skills with
reference to London group that works on cloud sales strategies. It will further list techniques for
solving problem that becomes barriers for planning training event by initiating critical reasoning.
Moreover, the report will discuss significance of team dynamics that will help in evaluating
failure or success from group work. It will also present criteria of working in a team for getting
desired goals.
At last, report will focus on discussing CPD importance with its own learning contribution in
firm. As analyst post, development plan will be created for brightening own career goals.
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LO1
P1 Demonstrate using different communication styles and formats that you can effectively
design and deliver a training event for a given target audience
As salesforce operation analyst there are different responsibilities required for designing training
event in the firm for targeted audience so that skills and abilities can be improved for upcoming
salesforce executives. In corporate world, training people is responsible and crucial task as it aid
in giving desired success to business by modifying person according to project requirement. The
salesforce in firms plays crucial role as it develops key relationships with customers by directly
interacting related to services, selling products and advertising new entry in market. In reference
to this, it is very important that sales executives must have competent and professional skills that
help to attract customers across the world (Duarte and Hoffman, 2018). The platform requires
various skills to be present in staff members but most important is communication which has
various styles and formats and is required to be trained by top management.
Being a salesperson, it is important to have effective listening skills that help in satisfying buyers
as well as salesperson. But in competitiveness and better expectations of client, it becomes very
important to hone skills of salesperson by giving regular sales training. While planning a training
event for sales executives following key points as communication formats should be adopted that
are listed below:
Educating from E-Learning – The audience that requires training must have full knowledge of a
product so that sales can be conducted regularly. In context to this, the analyst must train staff for
giving product training that will help in understanding the product details and issues of client can
be managed easily. Use of online modules and videos will give effective product knowledge that
will also help in tracking progress of sales (Fisher, 2017). For example – L’Oreal found its team
with low goods understanding for which e-learning was initiated for empowering the staff
members that sharpens memory of salespeople.
Micro-Learning with Consistency – The surveys in firms has found that training people of
salesforce is tough task because huge information cannot be restored in person’s mind. It is very
important to have strong communicating skills for training people but overtraining crushes talent,
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lowers confidence and minimizes ability by techniques. Thus, short training in units from time to
time will help in restoring information in salespeople that makes more communicative team. For
instance, TED Talks aims on exhibiting micro learning using 15 minutes that makes salespeople
engage in work with full interest and dedication (Manchar and Chouhan, 2017).
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P2 Demonstrate that you have used effective time management skills in planning an event
Time management skills of an individual plays important role in scheduling business operations
so that deadlines cannot be crossed that might dissatisfies customers. As an operation analyst of
salesforce preparing training event for sales executives requires to have effective communication
skills which need to be developed by making listening to customers as priority so that disputes or
problems can be properly resolved. There are various factors that affect training styles of event in
which it becomes essential to create training methods that saves time of workforce (Ingram, et.al,
2015). It means that giving training to employees of salesforce must be provided in such a
manner that it saves their time in which they can learn and practise new things and skills that has
been included in training plan. Aforementioned methods of giving training are best suitable for
salesforce as it will help in satisfying consumers as well as create burden free culture of working.
The above methods of training has finalized by focusing on time management skills of people as
well as training executive. Following are reasons for which training method has been selected as
it saves huge time of employees and customers. It shows time management skills used by analyst
that plays key role in training event which are as follows:
 Taking use of e-learning will help employees and staff members to learn with speedy way
that will secure time as team will be able to learn from videos and graphs that will secure
timing of training for long hours.
 Micro learning method is time management approach as giving 15-20 minutes training
will help employees to practise new methods on daily basis that will increase skills and
saves from extra working burdens (Madhani, 2018).
Thus, training plan has strategized by focusing on time management skills so that customers can
have global satisfaction and business can take growth on regular time.
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LO2
P3 Demonstrate the use of different problem solving techniques in the design and delivery of an
event
Training event for salesforce is crucial task as it needs operation analyst to go through each and
every aspect of business that identifies current situation of salesforce and its performances. There
are several methods of giving training but issue occurs when designing training event becomes
tough task due to lame functioning of people and businesses. The management or firm is aimed
to mine real time reports that affects its overall functioning and takes too much time that can be
further used for learning some new things by salesforce. Cost, quality concerns and strategies for
data management highly impacts software of CRM that are created for serving people with all
important duties and responsibilities (Garrette, et.al, 2018). Thus there are various problems that
might occur while preparing training plan for salesforce that requires problem solving techniques
so that best and positive results can be retained.
Following are challenges and their respective solutions that must be initiated while planning
training event for avoiding real time problems or dissatisfaction among customers that are listed
in table below:
Table 1: Problems in training plan
Challenges Problem Occurring Solutions
Practising Old
Mindset of
Traditional Job and
Reports
Regular reports are created on
monthly, weekly or daily basis that
takes huge time in creating job
descriptions and developing business
process. It is hurdle to software of
cloud based reporting and many people
are shifted to salesforce due to
shortage of people that are busy in
making traditional reports.
Wide initiative must be taken for
aiming to use real time analytics. New
technology must be utilised with
strong mindset of management by
setting information parameters that
gives speedy idea that will make task
easier (Abbey, et.al, 2017).
Data Quality
Concerns
The problem occurs with quality of
data that is being prepared using real
It can be resolved by practising data
stewardship in business for getting
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time reporting as it is essential for
entering right data. The wrong entry
will cause issue in firm’s databases by
making spreadsheet isolated. It impacts
finances and alignment of business
strategies that becomes mandatory for
giving correct idea and figures for
avoiding mishaps (Hashem, et.al,
2015).
right and accurate data. The data
through this will be interpreted by
maintaining completeness, integrity,
accuracy and consistency. For
fulfilling such thing, sales to
accounting and buyer service to
inventory must rely on firm’s data.
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P4 Demonstrate that critical reasoning has been applied to a given solution
Training for salesforce is important as it helps in preparing salesforce executives to serve best to
customers with skilled and competent approach. The planning of training event requires having
all knowledge and understanding of different activities that are occurring on software that helps
in finding areas where staff members urgently need training. There are different issues found in
salesforce that might affects training plans created by operational analyst (Singh, et.al, 2015).
Following are general issues that are experienced by management that plans training for
salesforce such as:
 Zero visibility and availability to present pipeline.
 The records found have duplicate, half baked and inaccurate findings.
 Reports are created using excel that might brings error in data.
 No data availability with sales managers.
 The painful task is to develop consumer list.
 Low efforts for asking team to unite.
 Time waste in evaluating information of customer.
The above task has mentioned various solutions to problems which are correct but also requires
changing in working criteria by salesforce administrators using three steps that are listed below:
Step 1 – Prepare – The training planner can go through current process used in businesses and
checks priority tasks within various units, departments and divisions. KPI’s can be determined
for checking sales prediction and focusing on customer pain points.
Step 2 – Deploy – Training sessions must be for one hours and given in 4 days every week. The
sessions of training giving must be recorded that will show standard curriculum that will include
chatter, leads, cases, contacts, opportunities, dashboards, additional gaps etc (Fu, 2015).
Step 3 – Maintain – The regular check on issues, frustrations and concerns is important. Various
ideas must be created for improvising current configuration and new practises must be shared
with salesforce team.
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LO3
P5 Discuss the importance of team dynamics in the success and/or failure of group work
Team dynamics refers to psychological forces that influence direction of team behaviour as well
as performances. The team is formed when all ideas are matching with each member present in
group that aims to explore each other’s mentality and working criteria. Working in team makes
all task little bit easier as targets are divided with people that carries same skills and abilities. The
project manager plays important role in creating efficient team dynamics. In similar way, as an
operational analyst of salesforce, it is very important to identify team ability, skills and behaviour
so that plans for obtaining goals and targets can be accomplished in quality way. The analyst will
be called best if it reduces limitations of using team capacity in completing task. The limit given
to team will definitely minimises better performance (Conroy and Gupta, 2016). Thus, it is
important for staff members and salesforce to work as a group for avoiding mishaps.
The training plan for sales executives will be requiring identifying various groups that will work
on specific task, area or field. In context to it, the team must be formed with single goal so that it
will not misguide team members. As analyst, the team dynamics can be improved using several
techniques such as communication, innovation, motivation and efficiency that help in providing
huge success to business. The salesforce team can also focus on creating best team culture from
consulting each other at time of problems that will develop relationship with co-workers and it
will improve quality of task done by people. The customer will be give best services with strong
team dynamics.
There are various training programs for a CRM application that are conducted online by various
people in which salesforce executives can take part for gaining extra knowledge and skills
(Chen, et.al, 2017). It will directly focuses on issue of employee or customer so that effective
solutions can be provided for gaining success. Learning through online training in group helps to
discuss with each other that has greater impact on business success.
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