Salesforce for Sales and Administration Training Course

This instructor-led, live training in Botswana (online or onsite) is designed for marketing analysts and professionals at an intermediate level who wish to refresh and enhance their Pardot skills, with a focus on advanced reporting, dashboards, and engagement strategies.

By the conclusion of this training, participants will be able to:

• Optimise Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programmes.
• Leverage Pardot’s dynamic content and custom redirects for improved campaign performance.

Salesforce stands as a premier CRM platform designed to monitor, optimise, and expand sales performance.

This instructor-led, live training session (available online or in-person) targets intermediate sales professionals aiming to enhance their selling capabilities through contemporary, high-impact sales methodologies backed by Salesforce.

Upon completion of this training, participants will be equipped to:

• Implement contemporary cold-calling strategies that drive engagement.
• Utilise proven scripts to boost conversion rates.
• Establish rapport swiftly using psychological and human-connection techniques.
• Leverage Salesforce to monitor activities and hasten outcomes.

Course Format

• Live demonstrations coupled with guided discussions.
• Practical application through real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customisation Options for the Course

• Examples, scenarios, and exercises can be customised upon request.

Salesforce is a premier cloud-based CRM platform that empowers organisations to manage customer relationships, automate processes, and enhance collaboration. This practical, hands-on course explores core configuration, object and application design, automation using workflows and Process Builder/Flow, and productivity features to help teams work more efficiently.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate-level administrators, business users, and team leads who want to configure Salesforce, automate routine processes, and boost user productivity.

By the end of this training, participants will be able to:

• Configure objects, fields, page layouts, and record types to model business data effectively.
• Design and build Lightning apps and pages using Lightning App Builder.
• Create automation using Flow and process automation tools to streamline tasks.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations.
• Build basic reports and dashboards to surface key metrics.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox org.
• Real-world scenarios and a short capstone lab.

Course Customization Options

• To request a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

In this instructor-led live training in Botswana (online or onsite), participants will examine the architecture, design, and operational features comprising Salesforce CPQ while stepping through the setup, configuration, and maintenance of a sample Salesforce CPQ installation.

This instructor-led live training in Botswana (online or onsite) is designed for web developers who wish to create real-time applications using Salesforce Development.

By the end of this training, participants will be able to:

• Build a real-time application using the Apex programming language.
• Create test classes with Apex to increase code coverage in Salesforce.
• Create and use REST and SOAP web services using Apex.

This instructor-led, live training in Botswana (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led live training, available Botswana (online or onsite), is aimed at marketing staff, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profile, track activities, customise views and layout, and personalise settings.
• Use Salesforce features and tools to attract, attain, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

Salesforce is a robust cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals in the insurance and leasing sector who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities including claims, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Botswana (online or onsite) is designed for administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.

This instructor-led live training in Botswana (available online or onsite) is tailored for intermediate-level marketing professionals who wish to develop the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the end of this training, participants will be able to:

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimise email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilise data for targeted marketing efforts.

This instructor-led, live training in Botswana (online or onsite) is aimed at beginner to intermediate sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.