Salesforce Process & Adoption Training

Internal Project | Asset not publicly available

To support the rollout and adoption of updated Salesforce processes, I designed a comprehensive, role-based training program for sales and support teams across [North America/APAC/global orgs].

This program included:

  • A modular eLearning series covering core workflows, data hygiene practices, and common errors

  • Live enablement sessions with RevOps and product partners to reinforce process changes

  • Custom job aids and walkthroughs tailored to different team use cases

While I can’t share the full training due to internal confidentiality, the program led to measurable outcomes, including:

  • A 30% reduction in Salesforce data entry errors

  • Faster ramp time for new reps using Salesforce

  • Increased engagement with embedded support tools and workflows

Want to hear more about the approach, stakeholder collaboration, and what I'd do differently next time? Let’s chat.

PROCESS TRAINING

When our customer service teams were filing Jira tickets all over the place, I stepped in to create a clear, streamlined training program. I translated messy workflows into interactive guides, bite-sized training, and coaching tools that helped managers and reps escalate the right issues at the right time.

Result: 30% fewer misrouted Jira tickets, happier engineers, and way less chaos.