SALESFORCE TRAINING AND SUPPORT

EBQ’s Salesforce training and admin Department can set up your Salesforce instance, organize it according to your internal sales processes and train your team from scratch – turning them into Salesforce experts.

Become a Salesforce Expert


EBQ’s Salesforce Department can set up your Salesforce instance, organize it according to your internal sales processes and train your team from scratch – turning them into Salesforce experts. If you lack the team (or your team lacks the time) we can even serve as your dedicated Salesforce administrator, ensuring you make the most of your investment.

SALESFORCE PACKAGES

TRAINING PACKAGES
The Quick Start package covers Salesforce from top to bottom. All core capabilities and functionalities of the platform are explained and demonstrated alongside use-case discussions and best practice guidance. All training sessions are conducted live via screen-share, recorded, and provided to the client for future reference.
QUICK START Package | 60 DAYS
The Quick Start package covers Salesforce Training from top to bottom. All core capabilities and functionalities of the platform are explained and demonstrated alongside use-case discussions and best practice guidance. All training sessions are conducted live via screen-share, recorded, and provided to the client for future reference.
Interested in learning more about the QUICK START PACKAGE?
ADMINISTRATION PACKAGES
The Show & Tell package is designed to eliminate this sacrifice by training your team on all aspects of Salesforce and providing you with a dedicated Salesforce administrator to manage the tool in the interim.
SHOW & TELL Package | 90 DAYS
For many companies, training their internal staff on Salesforce means pressing the “pause” button on any sales processes or outbound campaigns. The Show & Tell package is designed to eliminate this sacrifice by training your team on all aspects of Salesforce and providing you with a dedicated Salesforce administrator to manage the tool in the interim. These two components slowly merge over the course of the program, leaving you with internal Salesforce experts and zero lost momentum.
Interested in learning more about the SHOW & TELL PACKAGE?
The Salesforce Admin package is designed for companies that have a clear vision of how they want to use Salesforce, but lack the time and resources to execute the details.
ADMIN Package | ONGOING
The Admin package is designed for companies that have a clear vision of how they want to use Salesforce, but lack the time and resources to execute the details. We will provide you with a dedicated Salesforce administrator who will take directives and execute your Salesforce vision on an ongoing basis. Best of all, your EBQ team features it’s own built-in management layer so you’re free to focus on other priorities while we handle the day-to-day responsibilities.
Interested in learning more about the ADMIN PACKAGE?

SUPPORT PACKAGES
TUNE UP Package | 30 DAYS
The Tune-Up package is ideal for companies that simply need a refresher course on the Salesforce platform. This package can be customized to focus on specific areas of deficiency or to highlight functions that may be underutilized or completely unused. Your EBQ team will work to ensure you optimize your Salesforce investment.
Interested in learning more about the TUNE UP PACKAGE?
For companies seeking a reliable support option once their salesforce training concludes, we offer the Premium Support package. This ongoing program provides the client with a Salesforce support specialist who will always be on hand to troubleshoot any issues, provide tech support and offer best practice guidance.
PREMIUM Package | ONGOING
For companies seeking a reliable support option once their training concludes, we offer the Premium Support package. This ongoing program provides the client with a Salesforce support specialist who will always be on hand to troubleshoot any issues, provide tech support and offer best practice guidance.
Interested in learning more about the PREMIUM PACKAGE?
DO MORE+
MIGRATION ASSISTANCE Creation | ONGOING
Migrating data from other CRM’s can be challenging. How prospects move through your sales process is critical in understanding how best to follow Sales processes. Our Salesforce Certified Administrators can train your team on how best to migrate data from a previous CRM to Salesforce.
Interested in learning more about MIGRATION ASSISTANCE customization?
DASHBOARD CREATIONONGOING
So you’ve structured Salesforce properly and even trained employees how to enter data, but now you need insight. EBQ can build quantitative reports and dashboards to provide managers and sales teams the visibility they need to monitor and measure prospect interest and deal progression.
Interested in learning more about CUSTOM DASHBOARD CREATION?
PLATINUM SUPPORTONGOING
We will be one call away from Salesforce troubleshooting and best practice guidance.
Interested in learning more about PLATINUM SUPPORT services?
SALESFORCE ENGAGE TRAININGONGOING
We will assist administrators in technical setup and train sales teams on how to best use SFDC Engage.
Interested in learning more about SALESFORCE ENGAGE training?
* Contact for pricing

Which Package should I choose? Standard or Platinum.

Standard Package

When you choose the Standard Salesforce Package from EBQ you will get a live person who is available daily via phone or email to address time-sensitive technical support issues and work through possible how-to solutions with you. Your project manager will also serve as your liaison to Salesforce’s high-level support for any serious problems that may arise, saving you time and ensuring a solution is reached quickly. This added management layer frees you to focus on the big sales picture while your EBQ team works to ensure you’re making the most of your Salesforce investment.

Platinum Package

When you choose the Platinum Salesforce Package from EBQ, you get everything that is included in our Standard Administration package plus professional Salesforce consulting services. EBQuickstart can assist your new sales and marketing users with onboarding and training of SFDC. Our certified professionals can consult with sales management to provide process documentation, reports, and full visibility dashboards. Our professional team can even assist with 3rd party CRM data migration.

Organize Your Funnel with the CRM Gold Standard

Salesforce isn’t your typical CRM; it is a full-fledged Customer Success Platform designed to accelerate your company’s productivity by making your sales people and processes smarter and more efficient. Manage your entire sales pipeline from cold prospects to opportunities and signed contracts while using the extensive reporting functionalities to make educated decisions about the direction of your business.

Comprehensive Salesforce Training

EBQ’s Salesforce trainers are also sales process specialists, meaning we take a  consultative approach during training, providing best practice guidance centered on both the “how” and the “why”. All sessions are conducted via screen-share and recorded for the client’s future reference.

Sales ServicesStandardPlatinum
Sales Process Documentation Flowcharts We can assist you and your team with creating a sales process with documentation flowcharts.
Data Migration and 3rd Party Integration We can create and provide migration services and assist with 3rd party integration.
User Onboarding and TrainingWe can train your team and assist with user onboarding.
Custom Reports & Dashboards We can create custom reports and dashboards for total visibility.

Comprehensive Salesforce Training

EBQ’s Salesforce trainers are also sales process specialists, meaning we take a  consultative approach during training, providing best practice guidance centered on both the “how” and the “why”. All sessions are conducted via screen-share and recorded for the client’s future reference.

Sales ServicesStandardPlatinum
Sales Process Documentation Flowcharts We can assist you and your team with creating a sales process with documentation flowcharts.
Data Migration and 3rd Party Integration We can create and provide migration services and assist with 3rd party integration.
User Onboarding and TrainingWe can train your team and assist with user onboarding.
Custom Reports & Dashboards We can create custom reports and dashboards for total visibility.

Salesforce Add-Ons

Salesforce Engage Training and Implementation. This package covers Salesforce Engage from top to bottom. All capabilities and functionalities of the platform are explained and demonstrated alongside use-case discussions and best practice guidance. All training sessions are conducted via screen-share, recorded, and provided to the client for future reference. Your EBQ team is also on-hand via phone and email to provide support throughout the program.

Administration ServicesStandardPlatinum
Basecamp We use Basecamp to organize work & teams, communicate company-wide, and make sure absolutely nothing slips through the cracks.
Field/Page Layout Configuration We can create customized Page Layouts with the Enhanced Page Layout Editor and personalize your organization’s page layouts for detail.
Validation & Workflow RulesWe can create both Workflow and Validation rules to make sure your data is verified and organized.
Importing/Lead Assignment Configuration We can import your data and configure lead assignments.
Sales Process Review & Stage Creation We can implement a sales process that will allow you to find, sell to, and keep customers. We can also assist you with opportunity stage creation.

Comprehensive Salesforce Training

EBQ’s Salesforce trainers are also sales process specialists, meaning we take a  consultative approach during training, providing best practice guidance centered on both the “how” and the “why”. All sessions are conducted via screen-share and recorded for the client’s future reference.

Sales ServicesStandardPlatinum
Sales Process Documentation Flowcharts We can assist you and your team with creating a sales process with documentation flowcharts.
Data Migration and 3rd Party Integration We can create and provide migration services and assist with 3rd party integration.
User Onboarding and TrainingWe can train your team and assist with user onboarding.
Custom Reports & Dashboards We can create custom reports and dashboards for total visibility.

Salesforce Add-Ons

Salesforce Engage Training and Implementation. This package covers Salesforce Engage from top to bottom. All capabilities and functionalities of the platform are explained and demonstrated alongside use-case discussions and best practice guidance. All training sessions are conducted via screen-share, recorded, and provided to the client for future reference. Your EBQ team is also on-hand via phone and email to provide support throughout the program.

Administration ServicesStandardPlatinum
Basecamp We use Basecamp to organize work & teams, communicate company-wide, and make sure absolutely nothing slips through the cracks.
Field/Page Layout Configuration We can create customized Page Layouts with the Enhanced Page Layout Editor and personalize your organization’s page layouts for detail.
Validation & Workflow RulesWe can create both Workflow and Validation rules to make sure your data is verified and organized.
Importing/Lead Assignment Configuration We can import your data and configure lead assignments.
Sales Process Review & Stage Creation We can implement a sales process that will allow you to find, sell to, and keep customers. We can also assist you with opportunity stage creation.

 Wave Training and Implementation.

EBQ is a Salesforce Registered Consulting Partner that can train, implement, & administer Wave Analytics platform on your behalf.

Learn More About The Salesforce Admin & Training Packages With Our White Paper

With the Salesforce Admin and training package and as a Salesforce Registered Partner, we are certified to train, implement, and administrate this powerful CRM.

Does your company lack a team or does your team lack the time?

Do not let a lack of personnel prevent you from reaping the benefits of Salesforce CRM; EBQ can provide a team of Salesforce Marketing Specialists to run the tool as an extension of your company. EBQ can train your internal team on this remarkable CRM or even act as administrators of the tool on your company’s behalf.

EBQ can provide a team of Salesforce Specialists to run the tool as an extension of your company for:

  • Training Sessions
  • Data
  • Fields and Custom Fields
  • Campaigns
  • Reports
  • Practical Application
  • Admin Trouble Shooting

Above all, we strive to deliver remarkable service where we provide a full team of professionals dedicated to your company’s success.

Does your company lack a team or does your team lack the time? Contact An EBQ Specialist Today To Assemble Your Team. 

START YOUR SALESFORCE PLATFORM TRAINING TODAY

We are the one-stop-shop for all of your Salesforce Platform needs. All of EBQ’s services are delivered via a trained, knowledgeable “department” of professionals, including a Success Manager, a Project Manager, and Specialists who work daily on your company’s behalf.