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I recently started a new role with Solving IT Edge as a Business Development Representative. Although I have extensive experience as a Business Development Representative, technology was never an avenue I explored before. As exciting as technology is, it is ever-changing, which made my first 30 days in the Salesforce Ecosystem very intimidating. Here are three major things I learned during my first month which helped equip me for success in my new role.
1. Trailhead
2. Get Optimized
3. Time
Trailhead
What is Trailhead? Trailhead is a fun and interactive way to learn Salesforce. Better yet, all Trailhead content is available for free. Once you create an account and pick the persona which fits you, you are able to access content, track your progress, complete various challenges and earn points and badges. Although Salesforce is rather complex to learn, it’s possible to master if you truly dedicate yourself and take the time to go through every trail. Trailhead is a platform that makes it possible for anyone to learn Salesforce; whether you are an admin, user, or developer, there is a trail for you. Click here to access the trailheads that were most helpful to me while learning Salesforce as a beginner.
Get Optimized
The key to being successful as a Business Development Representative is to work smarter, not harder. Salesforce is the world’s #1 customer relationship management (CRM) platform and has various tools to optimize sales performance in every aspect. The daily challenges of a sales representative usually involve too much time navigating systems and documentation, and not enough time being outbound and building meaningful relationships. Salesforce High Velocity Sales is tailored for inside sales teams and designed to speed up the sales process. Its various features such as sales cadences, work queue and email integration allow for boosted productivity and more closed deals! Salesforce also has a feature called “Inbox” which instantly pairs email and calendar to Salesforce. This feature enables speed to market, choosing from various personalized templates for future prospects. You are also able to share your calendar directly with the customer so you can schedule that “hard-to-get” meeting faster.
Time
As I entered the Salesforce world, it almost felt as though I was learning a foreign language. Over the last few months, I have used the above resources mentioned to grow my technical skill-set. I have been focused on learning one area of Salesforce at a time and breaking concepts down. I am so grateful I have this opportunity to be in a hands-on technical role where I can share my expertise with clients. I understand the importance of mastering the technical side of Salesforce and will continue to push myself to learn the ins- and outs of the software so I can be of better value to Solving IT Edge and my clients.
Getting through your first 30 days as a Salesforce newbie, is challenging, overwhelming but most importantly rewarding. Utilizing Trailheads, optimizing Salesforce to work for you, and taking the time to learn the valuable resources and steps you can take to master your proficiency.
