One of the most important requirements for a great CRM or effective Automation suite is Training. SOA offers a variety of plans. Don't see what you require?  Let us know your needs and we will build a custom plan.

SALESFORCE CRM TRAINING

From Basic to Advanced we offer web training. typical class is 1 hour in length.

  • SalesForce Classic Basics
    Getting Around, Creating contacts/accounts, Converting leads
  • SalesForce Classic Advanced
    Opportunities, Quoting, Cases, Reporting, Dashboards
  • Lightning Basics
    Getting Around, Creating contacts/accounts, Converting leads
  • Lightning Advanced
    Opps, Sales Path, Quoting, Cases, Reporting, Dashboards

PARDOT TRAINING

From Basic to Advanced we offer web training. typical class is 1 hour in length

  • PARDOT BASICS
  • LEAD RANKING/ SCORING
  • ENGAGEMENT STUDIO
  • DRIP and NURTURING CAMPAIGNS
  • REPORTING and ROI TRACKING
  • GOOGLE ANALYTICS
  • SOCIAL MEDIA MANAGEMENT
  • Data Migration/ Large Scale Implemtation
  • Training