Salesforce for Sales and Administration Training Course

This instructor-led, live training in New Zealand (online or onsite) is designed for intermediate-level marketing analysts and professionals looking to refresh and expand their Pardot expertise, 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 to improve campaign performance.

Salesforce is a leading CRM platform used to track, optimize, and scale sales performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level sales practitioners who wish to improve their selling performance through modern, high-impact sales techniques supported by Salesforce.

Upon completing this training, participants will be able to:

• Apply modern cold calling strategies that boost engagement.
• Use proven scripts to increase conversion rates.
• Build rapport quickly using psychological and human-connection techniques.
• Leverage Salesforce to track activities and accelerate results.

Format of the Course

• Live demonstrations and guided discussions.
• Hands-on practice using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customisation Options

• Customisation of examples, scenarios, and exercises is available upon request.

As a premier cloud-based CRM platform, Salesforce empowers organisations to manage customer relationships, streamline processes, and enhance teamwork. This practical, hands-on course delves into core configuration, object and application design, automation via Workflows, Process Builder, and Flow, alongside productivity tools designed to help teams operate more intelligently.

Delivered as an instructor-led, live session (available online or onsite), this training is tailored for beginner to intermediate-level administrators, business users, and team leads who wish to configure Salesforce, automate routine processes, and boost user productivity.

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

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and construct Lightning applications and pages using the Lightning App Builder.
• Establish automation using Flow and other process automation tools to streamline tasks.
• Activate productivity and collaboration features, including Lightning Experience, Chatter, and productivity integrations.
• Construct basic reports and dashboards to highlight key metrics.

Course Format

• Interactive lectures and demonstrations.
• Guided hands-on exercises within a sandbox environment.
• Real-world scenarios coupled with a short capstone lab.

Course Customisation Options

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

In this instructor-led, live training in New Zealand (online or on-site), participants will explore the architecture, design, and operational features of Salesforce CPQ by walking through the setup, configuration, and maintenance of a sample Salesforce CPQ installation.

This instructor-led, live training in New Zealand (delivered online or on-site) 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 New Zealand (available online or onsite) is designed for intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored to a variety of Salesforce marketing campaigns.

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

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that deliver optimal performance across a range of devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalised email experiences.
• Test, deploy, and analyse email campaigns within Salesforce, including using analytics to inform decisions and optimise future campaigns for improved performance and higher engagement.

This instructor-led, live training in New Zealand (online or on-site) is designed for marketing staff, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their customers.

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

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

Salesforce is a powerful 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 on-site) is designed for intermediate-level professionals in the insurance and leasing sectors who wish to configure, extend, and optimise Salesforce to manage product offerings, automate claims processing, 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 handling, event registration, and payment automation.
• Model insurance products and administer policies across their entire lifecycle.
• Adapt Salesforce to meet regulatory and operational requirements specific to insurance and leasing.

Course Format

• Interactive lectures and group discussions.
• Hands-on practice with Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customisation Options

• To request a customised training session tailored to your specific insurance or leasing products, please contact us to arrange.

This instructor-led, live training in New Zealand (online or on-site) is designed for administrators who want to use Salesforce Lightning to develop web applications.

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

• Build responsive applications using Salesforce Lightning.
• Develop applications with minimal or no coding.
• Create a Lightning application from the ground up.

This instructor-led, live training in New Zealand (online or on-site) is designed for intermediate-level marketing professionals who want to gain the skills and knowledge needed to effectively use Salesforce Marketing Cloud for end-to-end 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 leverage data for targeted marketing initiatives.

This instructor-led, live training in New Zealand (online or on-site) is aimed at beginner to intermediate-level 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 with confidence.
• 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.