SALESFORCE TRAINING AND SUPPORT

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

EBQuickstart is a Salesforce Registered Consulting Partner. 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.

Organize Your Funnel with the CRM Gold Standard. 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.

INSTALLATION PACKAGES
STAND-UP Package | 15 DAYS
If you just need to get your Salesforce instance up and running, EBQ can handle the initial setup and provide prerecorded training videos. This package is best for customers who prefer to learn on their own but would like to keep a lifeline open during the initial rollout.
Interested in learning more about the STAND-UP PACKAGE?
TRAINING PACKAGES
QUICK START Package | 60 DAYS
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.
Interested in learning more about the QUICK START PACKAGE?
ADMINISTRATION PACKAGES
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?
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?
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
Explore your data with Salesforces’ quick set up
Set up fast and see how easy customer service can be. Boost customer satisfaction and loyalty with personalized help. Transform the way you explore data, find answers, and take action. Predict customer wants and needs based on past behavior.

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.

Wave Training and Implementation. Transform the way you explore data, find answers, and take action. Wave Analytics is much more than business intelligence — it’s a purpose-built suite of apps for sales, service, and marketing. Now, your entire organization can instantly get important answers and start making data-driven decisions. Wave Analytics will transform the way your company uses analytics, and make every employee’s efforts more valuable. See all your data in pre-built apps and dashboards. When you find an answer, you can assign a sales task, close a service case, and more — all right from within Salesforce. Easily connect analytics right to your Sales Cloud and Service Cloud data with native integration. Now you can dynamically explore any information to spot trends and visualize key performance indicators.

START YOUR SALESFORCE TRAINING TODAY

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. This structure provides our clients the flexibility to change services and/or the size of the relationship at any time based on their needs, as well as added security against turnover or use of internal resources.