2023 Salesforce Enablement Package

Private Salesforce Workshops & Training for your Sales Team.

The 2023 Salesforce Enablement by Cypress Learning Solutions is a package developed for sales teams using Salesforce.

Our team of experienced Salesforce professionals can help your team with:

  • Aligning team members to a clear vision of 2023 Salesforce goals & objectives
  • Gathering feedback from users, auditing your current processes and identifying bottlenecks to improve current sales processes
  • Delivering personalized Salesforce training & workshop sessions for team Admins, Sales users & Managers.

Now is the time to define your Sales culture for the year ahead. This engagement is designed to help Sales Teams with alignment and optimizing processes within the Salesforce Platform.

This Salesforce enablement package includes hands-on consultation & covers topics that have been defined as mission-critical initiatives by sales leaders, according to forbes.

  • Sales Readiness & Process Alignment
  • End-User Training, Feedback & Enablement
  • Salesforce Advisory & Best Practices


* FOR A LIMITED TIME ONLY, USE PROMOCODE ENABLEMENT2023 and save 30%! (Save over $3,000)

Purchase this Enablement Package before November 10, 2022 and receive 2 Complimentary passes to Our November 3-day Salesforce Admin Bootcamp.
– SPACE IS LIMITED!

Phase 1: Discovery

Key Objectives: Executive alignment meetings with Sales Leadership, System Admins & End-Users to understanding current status of your Salesforce Org.

Discovery Workshops

  1. Project/Kick-off: Define your Vision
  2. System Architecture Overview
  3. Salesforce Admin Feedback Session
  4. Sales Leadership Feedback Session
  5. End-User Feedback Session

CRM Assessment: Completed CRM Workbook Delivered & Uploaded to Project Management Portal.

Typical Project Timeline: 1-2 Weeks

Phase 2: Workshops & Optimization

Key Objectives: Active working sessions within your Salesforce Org. Defining the user Interface; streamlining page layouts and improving processes.

System Admin Working Sessions (Workshops):

  • Lead Intake & Qualification Processes
  • Implementing Sales Processes & Paths
  • Salesforce Lightning Best Practices
  • Security Settings Review
  • Page Layouts
  • Reporting & Dashboards

*Our team may require Temporary Admin Access to your Salesforce Account to complete this Phase.

Typical Project Timeline: 2-3 Weeks

Phase 3: Training & Enablement

Key Objectives: Live Instruction your your Salesforce Users & Admins, establishing best practices for using your new & improved Salesforce Org.

User Enablement Sessions (Training):

  • System Navigation
  • Working with Page Layouts
  • Best Practices
  • Basic system Architecture
  • Lightning Features Overview
  • Data Validation & Management

**Recordings are available and make great on-boarding videos for future users!

Typical Project Timeline: 1 Week


2023 Sales Enablement Package Includes:
  • 5 Week Engagement with our Award-winning CRM Sales & Marketing Consulting Team
  • Dedicated Project/Account Success Manager
  • Personalized Project Management Portal
  • Salesforce System Assessment & Audit
  • October 2022 ONLY: 2 Passes to Cypress Learning 3-day Salesforce Admin Bootcamps
Consulting Services
  • Private 1:1 Workshops with a Dedicated Salesforce Sales Enablement Consultant
  • 5 Hour Discovery/Assessment Workshops
  • 10 Hour Sales Enablement Team Workshop
  • 10 Hour System Security & Alignment Team Workshop
  • Salesforce System Assessment & Audit

* LIMITED TIME ONLY, USE PROMOCODE ENABLEMENT2023 and save 30%! (Save over $3,000)

Purchase this Enablement Package in October 2022 and receive 2 Complimentary passes to Our November 3-day Salesforce Admin Bootcamp.
– SPACE IS LIMITED!

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