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Salesforce Executive Coaching

The Salesforce User Interface is sleek and well-organized — provided that you know your way around the functionality. Furthermore, a fair number of key functionality can be accessed in only one way. A lot of others, however, there’s more than one way to skin that cat. To a high-level executive who’s just joined a firm where s/he’s obliged to use Salesforce, the imperative conflicts with the complexity.

That’s what a seasoned Salesforce sherpa is for – to combine deep intimacy with the platform with the specific needs of your role and your firm.

Screenshot of a Client Project Private Training Google Site

Industry experience in Institutional Finance, Consumer Finance, Software Licensing and Organic Farming.

Services not limited to training. Also have delivered a business plan as to how the team should use Salesforce to advance strategic partnership opportunities.

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