Salesforce Training in Taichung

Salesforce is a leading CRM platform used to track, optimize, and enhance sales performance.

This instructor-led, live training (online or onsite) is designed for intermediate-level sales professionals who want to improve their selling effectiveness through modern, high-impact sales techniques supported by Salesforce.

Upon completing this training, participants will be able to:

• Implement advanced cold calling strategies that enhance engagement.
• Utilize proven scripts to boost conversion rates.
• Quickly establish rapport using psychological and human-connection techniques.
• Use Salesforce to track activities and expedite results.

Format of the Course

• Live demonstrations and guided discussions.
• Hands-on practice using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customization Options

• Customization of examples, scenarios, and exercises is available upon request.

Salesforce is a leading cloud CRM platform that empowers organizations to manage customer relationships, automate workflows, and enhance collaboration. This practical, hands-on course delves into core configuration, object and app design, automation using workflows and Process Builder/Flow, and productivity features to help teams work more efficiently.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate administrators, business users, and team leads who want to configure Salesforce, automate common processes, and boost user productivity.

By the end of this training, participants will be able to:

• Configure objects, fields, page layouts, and record types to accurately represent business data.
• Design and build Lightning apps and pages using the Lightning App Builder.
• Create automation with Flow and process automation tools to streamline tasks.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations.
• Build basic reports and dashboards to highlight key metrics.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox environment.
• Real-world scenarios and a short capstone lab.

Course Customization Options

• To request a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

Salesforce is a robust cloud platform that supports the entire insurance lifecycle, from quoting and sales to claims management and policy administration.

This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals in the insurance and leasing sectors who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims processes, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities such as claims management, event registration, and payment automation.
• Model insurance products and administer policies throughout their entire lifecycle.
• Adapt Salesforce to meet regulatory and operational requirements in the insurance and leasing industries.

Format of the Course

• Interactive lecture and discussion sessions.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training tailored to your specific insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Taichung (online or onsite) is aimed at beginner-level to intermediate-level sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

This instructor-led, live training in Taichung (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance.

This instructor-led, live training in Taichung (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.

By the end of this training, participants will be able to:

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led, live training in Taichung (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led, live training in Taichung (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the end of this training, participants will be able to:

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

In this instructor-led, live training in Taichung (online or onsite), participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

This instructor-led, live training in Taichung (online or onsite) is aimed at web developers who wish to create real time applications using Salesforce Development.

By the end of this training, participants will be able to:

• Build a real time application using the Apex programming language.
• Create test classes with Apex to increase code coverage in Salesforce.
• Ceate and use REST and SOAP web services using Apex.

This instructor-led, live training in Taichung (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
• Use Salesforce features and tools to attract, attain, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

This instructor-led, live training in Taichung (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.