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Success Services: Training, Certification, Support, and Consulting Programs

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Success Theater materials

Check out all the materials presented in the Success Theater during the World Tours. You’ll learn best practices and adoption strategies that help get the biggest ROI from your Salesforce tools.

 
  •  Prepare for Success
    Understand how to define your vision, inspire your team, and plan your journey. These proven approaches will help you determine your key players, identify and prioritize business objectives, understand the ways to measure success, and more.

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  •  Top 7 Tips for Implementation
    The day you go live with Salesforce isn’t the end — it’s the beginning. Learn the top 7 fundamentals that will set you and your team up for success from day one.

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  •  How to Evaluate an Implementation Partner
    The right partner makes all the difference. We’ll cover the key criteria and considerations you should look for to help ensure you choose the right partner for your specific implementation.

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  •  Governance at a Glance
    From mitigating risks, to change management, effective governance can help you figure out what to focus on and how to achieve your goals for immediate and long-term success.

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  •  5 Tips for Better Adoption
    You’ve built your foundation on Salesforce — now it’s time to ensure your ongoing success. Get these must-know change management and training strategies that will turn users into evangelists.

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  •  Change Management Best Practices
    Your plan is on track but is your company ready? Change management means great communication, understanding business impact, establishing governance, and addressing behaviors. Learn the strategies you need to get your team on board and ready for a seamless transition.

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  •  Top Tips for Powerful Analytics
    Effective use of dashboards and reports to manage your business can deliver key insights and competitive advantages. Learn the top tips for taking your analytics strategies to the next level.

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  •  How to Do More with Less
    With deep industry experience helping more than 100,000 customers, we have countless ways to help you do more with less. Learn amazing Salesforce tips and tricks that provide a big bang for your investment buck.

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  •  Top Tips for Administrators
    As a Salesforce administrator, you’re a key player in your organization’s success. Learn the essential strategies that help ensure successful implementation, scalability, and ongoing management.

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  •  VetForce: Salesforce for Military Veterans
    Get to know VetForce, the Salesforce for Veterans program. You’ll learn about Salesforce training for veterans, career paths for VetForce alumni, and connect with the VetForce community.

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Circles of Success materials

Circles of Success are small group discussions moderated by Salesforce experts. These popular sessions are consultative in nature and give you a chance to discuss your top business challenges. Download the Circles of Success materials presented during the World Tours here — and register for an upcoming session today.

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  •  Become a Data Management Rockstar
    Data management is a challenge impacting all areas of your business. This Circle of Success will help you discover available features, as well as best practices for using Salesforce data management tools.

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  •  Business Metrics for Success with Salesforce
    If you’ve had trouble determining the best key metrics for your business, this Circle of Success will give you ideas on what to measure and how to measure it. We’ll help you understand the key business drivers to creating metrics, reports, and dashboards.

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  •  Let’s Hit the Salesforce Reboot Button!
    Salesforce implementation is a journey, not a destination. Lots of factors can impact your implementation plan, including changing business needs, major annual product releases, company growth, and evolving business vision. Chances are you’re ready to hit the reboot button and refresh your Salesforce implementation. In this Circle of Success, we discuss best practices for hitting that elusive reboot button.

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  •  Salesforce Implementation —
    It’s a Walk in the Park
    As organizations grow more complex and the needs of business users evolve, it can be hard to find and maintain the path to success. This Circle of Success discusses how other companies have succeeded by identifying executive sponsors, planning for growth, and dedicating resources to Salesforce.

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  •  Top Tips for Admins
    Work smarter, not harder! Salesforce administrators are known for having a number of techniques for boosting productivity. In this Circle of Success, we collaborate with other administrators and share tips for being a superstar administrator.

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  •  Track & Move the Adoption Needle
    It’s time to get your team excited about Salesforce. This Circle of Success explores how other companies get employees to adopt Salesforce for the long term through regular communication, executive sponsorship, and incentives. Whether it’s carrot sticks or value, learn how to find the right motivation and map out your strategy.

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  •  Unlock the Power of Social with Chatter
    Chatter can completely transform the way your users work together. Learn best practices from organizations that have embraced the power of collaboration. Topics for this Circle of Success will include strategy, rollout, user training, and features such as actions and communities.

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  •  Weathering the Storm of Change Management
    Smooth Salesforce adoption depends on effective change management. This Circle of Success will help you use planning and strategy — built around the tenets of people, process, and technology — to determine the best approach for your organization.

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Cloud Services 101 brochure

Cloud Services 101

Learn how you can get the most out of your Salesforce investment with Cloud Services.

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What are Accelerators e‑book

Salesforce Accelerators

See how fast, focused engagements can help you get maximum business value, faster.

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