Customer Relationship Management (CRM) Training Course

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

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

• Optimize Pardot for advanced email marketing and engagement tactics within public sector workflows.
• Master the creation and analysis of reports and dashboards to support data-driven decision-making.
• Enhance prospect assignment strategies and engagement programs to improve outreach and communication.
• Leverage Pardot’s dynamic content and custom redirects for better campaign performance in government initiatives.

___ is ___.

This instructor-led, live training (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level ___ who wish to use ___ to ___.

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

• Install and configure ___ for government use.
• ___.
• ___.
• ___.

Format of the Course

• Interactive lecture and discussion tailored for government audiences.
• Lots of exercises and practice to enhance skills relevant to public sector workflows.
• Hands-on implementation in a live-lab environment that simulates real-world government scenarios.

Course Customization Options

• To request a customized training for this course, specifically designed for government needs, please contact us to arrange.

In this instructor-led, live training in US Empire (online or onsite), participants will gain an understanding of the architecture, design, and operational features of Salesforce CPQ as they navigate through the setup, configuration, and maintenance of a sample Salesforce CPQ environment. This training is tailored to enhance skills for government professionals, ensuring alignment with public sector workflows, governance, and accountability.

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

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

• Construct a real-time application using the Apex programming language.
• Develop test classes with Apex to enhance code coverage in Salesforce.
• Create and utilize REST and SOAP web services using Apex.

This instructor-led, live training in US Empire (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 for government.

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

• Utilize HTML5 and CSS3 to create responsive, accessible, and interactive email templates that are optimized for performance across a range of devices and email clients within the Salesforce ecosystem for government.
• Leverage Salesforce data to craft personalized email experiences for government audiences.
• Test, deploy, and analyze email campaigns within Salesforce, incorporating analytics to inform decisions and optimize future campaigns for enhanced performance and higher engagement for government use cases.

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

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

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to engage, acquire, and service both existing and potential constituents.
• Create reports and dashboards to generate valuable analytics and insights for government operations.

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 (online or onsite) is designed for intermediate-level professionals in the insurance and leasing sector 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 including claims processing, event registration, and payment automation.
• Model insurance products and administer policies throughout their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in the insurance and leasing industries.

Format of the Course

• Interactive lecture and discussion.
• 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 for government or specific insurance and leasing products, please contact us to arrange.

This instructor-led, live training in US Empire (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to develop web applications for government.

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

• Create responsive applications using Salesforce Lightning.
• Develop applications with minimal coding requirements.
• Construct a lightning application from the ground up.

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

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

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

This instructor-led, live training in US Empire (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 for government.

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

• Navigate the Salesforce Sales Cloud interface with confidence.
• Effectively manage leads, contacts, accounts, and opportunities.
• Utilize 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 US Empire (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 for government applications.

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

• Navigate and utilize Salesforce Sales Cloud efficiently.
• Manage leads, accounts, contacts, opportunities, and cases within a government context.
• Generate reports and dashboards to provide sales insights for government operations.
• Implement automation and workflow rules in Salesforce to enhance public sector processes.
• Customize security settings and manage user access to ensure compliance with government standards.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis and decision-making for government.

Objectives:
Upon completing this course, participants will be able to:

• Manage and maintain advanced data quality within Salesforce for government use
  
• Create and optimize automations using Process Builder, Flow, and Workflow Rules for enhanced efficiency
  
• Configure advanced security and sharing settings to ensure compliance with government standards
  
• Build complex reports and dashboards to provide data-driven insights for informed decision-making
  
• Troubleshoot common issues and apply best practices for performance optimization in a government context

Course Format:
Instructor-led training with hands-on exercises, group discussions, and practical labs to facilitate comprehensive learning for government professionals.

Objectives:

Upon completing this course, participants will be able to:

• Comprehend the essential knowledge areas covered in the Salesforce Administrator exam for government.
• Implement best practices and strategic approaches for each topic area.
• Engage in practice with exam-style questions and real-world scenarios relevant to public sector workflows.
• Enhance their confidence in successfully passing the exam.

Course Format:
Instructor-led training featuring mock exams, group discussions, and practical exercises designed to align with public sector governance and accountability.

Duration:
1 day (7 hours)

This instructor-led, live training in US Empire (online or onsite) is aimed at individuals who wish to utilize Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels for government use.

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

• Personalize customer interactions using Veeva CRM for government.
• Plan and execute enterprise events using Veeva Digital Events for government.
• Align sales territories using Veeva Align for government.

Veeva Vault is a cloud-based content management platform and suite of applications designed for life sciences organizations.

This instructor-led, live training in US Empire (online or onsite) is aimed at end-users who wish to utilize Veeva Vault to enhance the management of life science documents and data for government.

By the end of this training, participants will be able to manage documents, track product information, and collaborate effectively with other team members.