Salesforce Training

Digital transformation is less about technology and more about people. We work alongside organisations implementing Salesforce CRM, designing and delivering customised, role-based training programmes that ensure users are confident, empowered, and ready for go-live.

800+

Global Projects
25+

Permanent Consultants
150+

Languages
27

Years’ Experience

OUR OFFERING

Tailored Salesforce training programmes

Our Salesforce training programmes combine a range of comprehensive learning solutions designed to drive successful adoption across your organisation. With decades of experience supporting CRM implementations globally, we understand the challenges organisations face and know how to make the user adoption journey engaging and effective.

Implementing a Salesforce CRM system can have a significant impact on your organisation. If users are not equipped to use the system effectively, your return on investment is at risk. Ensuring your workforce is confident and capable from day one is critical to achieving lasting success.

With over 25 years of experience using enterprise systems, Optimum specialises in developing tailored Salesforce user training programmes for implementations across any sector. We understand not just the technology, but how to train staff effectively. By using a blend of tools and methods, our training consultants help ensure your users adopt the new platform and any evolving business processes.

Having supported 800+ projects worldwide, our consultants are experienced in developing customised, client-branded, collaborative learning solutions across Salesforce all modules, including Sales, Service, Marketing, Commerce, and Analytics.

Leveraging Optimum’s expertise in user-focused training ensures your organisation realises the full value of Salesforce, as users engage confidently with the system and embrace new processes.

We offer a full range of Salesforce training solutions to support the entire end-user training lifecycle, from the initial training plan and development of customised training materials, to training delivery and post go-live support, allowing your project team to focus on core implementation activities. Every project is unique, so our approach is tailored to your needs. We can provide a fully-managed training solution or augment your internal team to fill skills gaps.

Training for a global leader in publishing and educational assessment

“Creating a bespoke training programme that helped their teams embrace a unified way of working truly reflects our commitment to partnership, collaboration and long-term user adoption.”

Joanne Harrison, Optimum Sales Director

WHAT WE DO

Our solutions

We partner with clients to develop customised Salesforce training programmes for their end-users. For over 25 years, we’ve supported hundreds of organisations across the world.

Change Management We help organisations manage the people part of digital transformation via various Salesforce change management initiatives.

Training Plan Our Salesforce training planning exercise will scope the entire end-user training phase, covering the who, what, why and when.

Training Material Development We develop customised Salesforce training deliverables, from traditional printed handouts to digital eLearning.

Internal Upskill Training Optimum help organisations build internal training capability by equipping your super users with the skills, tools and role-based process knowledge.

Training Delivery Where organisations need support with Salesforce training delivery, our experienced consultants can support via three different delivery formats.

Post Go-Live Support When the end user training phase is complete and the system is live, we can continue to support organisations with hypercare and floor-walking.

WHY CHOOSE US

Benefits of partnering with Optimum

Optimum is a CRM business transformation partner with deep industry expertise and a global reach. We support organisations through the user adoption phase of any Salesforce implementation, producing a confident, competent workforce and ensuring return on investment.

Designed for you

Fully tailored using your Salesforce build and business processes.

Flexible offering

Complete flexibility in both scope and on/off-boarding as required.

Greater focus

Time for your project team to focus its attention elsewhere.

PERFECT YOUR SALESFORCE IMPLEMENTATION

Comprehensive Salesforce end user training solutions

Our end-to-end implementation Salesforce training programmes deliver comprehensive learning solutions that ensure successful system adoption across your organisation. With decades of CRM expertise, we understand the complexities of implementation and how to make training both effective and engaging. As well as our core solutions, we can also support with:

UAT Script Writing
UAT Readiness Training
Pre Go-Live Assessment
Go-Live Support

“Training is a common obstacle for most enterprise implementations. Organisations are often tempted by the apparent simplicity of leveraging boilerplate training materials supplied by vendors, but these won’t get you where you need to be.”

Eric Kimberling, Enterprise Applications Expert

FAQs

Salesforce User Training FAQs

We support every phase of the Salesforce training journey, from early key users workshops to go-live and beyond, ensuring smooth knowledge transfer and confident users throughout the project.

We develop tailored, role-specific learning paths that blend hands-on practice, clear process guidance and realistic business scenarios built using your customised Salesforce configuration.

Absolutely. We deliver training in multiple formats, including in-person workshops, virtual live sessions and self-paced eLearning, making it easy to support global teams across various regions and time zones.

Our programmes include practical exercises, assessments and real-world scenarios to reinforce learning. Post-training can also help maintain adoption and long-term confidence in the system.

Our 2025 Salesforce training solutions are fully customised to your organisation and proven across 800+ large-scale implementations. We deliver flexible, role-focused training aligned to your business processes across all core Salesforce modules: Sales, Service, Marketing, Commerce and Analytics.