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Welcome to Bricks Template One!

Welcome to Bricks Template One!
Contact Us
Welcome to Template One
Welcome to Template One
Contact Us
Welcome to Template One
Welcome to Template One
Are you stuck with a Salesforce that no one is using?

Custom Salesforce Training for Businesses

Master Salesforce for Maximum Impact

Salesforce Adoption Specialists

Custom Salesforce training is built around your org, your processes and each person’s role rather than generic Salesforce features. Focus CRM designs the program, covering topics such as Sales Cloud vs Service Cloud and forecasting, and delivers it to your team.

Salesforce Adoption Specialists

Our Clients

Why Custom Salesforce Training Matters for Businesses

Implementing Salesforce in your organization is only the first step toward success. Without proper training, employees may struggle to adopt workflows, track opportunities, or use reports effectively. Custom Salesforce training for businesses ensures your teams understand Salesforce’s full capabilities, from Sales Cloud to Service Cloud, and can apply them to real-world tasks.

Custom training delivers faster adoption across all teams while ensuring consistent data entry and reporting throughout the organization. It improves collaboration between sales and support departments and ultimately increases ROI from your Salesforce investment.

Salesforce Support
From start to finish

From seamless implementation to ensuring adoption across all roles and departments, we provide tailored support every step of the way. With immediate access to a team of Salesforce specialists—without the burden of a full-time budget—streamline your operations and grow your business.

All-in-one Solution

Understanding Service Cloud vs Sales Cloud

Many organizations are unsure which Salesforce module to prioritize. Focus CRM clarifies the distinction by explaining that Sales Cloud is designed for sales teams and manages leads, opportunities, accounts, and pipeline forecasting, while Service Cloud is tailored for support and service teams and handles customer cases, service requests, and knowledge bases.

Salesforce Adoption
FROM START TO FINISH

How to Forecast in Salesforce

Accurate forecasting is crucial for business planning. How to forecast in Salesforce is a key part of our training program. Participants learn to build and interpret dashboards for opportunities, apply forecast categories and probability stages, and manage quotas and pipeline health. The program also covers how to align forecasts with broader company goals so managers can plan resources with confidence.

Training Methodology

Focus CRM delivers hands-on, role-specific training with practical exercises that mimic real business scenarios. The program begins with Onboarding Sessions for new users to learn navigation, workflows, and data entry, followed by Role-Based Workshops tailored specifically for sales, marketing, and support teams. Participants then work through Scenario Exercises that solve common business challenges within Salesforce, and ongoing Refresher Courses reinforce skills while introducing the latest Salesforce updates.

Salesforce Adoption
FROM START TO FINISH

Practical Applications of Training

Our training teaches teams to customize dashboards for real-time insights and automate repetitive tasks to improve overall efficiency. Employees also learn to use reporting tools to measure team performance and apply forecasting techniques to guide strategic business decisions.

Benefits of Investing in Salesforce Training

Investing in Salesforce training delivers measurable advantages across your entire organization. Employees become proficient faster, driving enhanced user adoption and reducing the learning curve that often slows CRM rollouts. Consistent workflows minimize data entry errors, ensuring greater data accuracy and more reliable reporting. Training also improves collaboration by aligning sales, marketing, and support teams around shared processes and goals. With better forecasting capabilities, managers can make informed, data-driven business decisions with confidence. Ultimately, all of these gains combine to increase ROI by maximizing the full value of your Salesforce investment.

Salesforce Adoption
FROM START TO FINISH

Integrating Training with Company Goals

Every organization has unique workflows. Focus CRM ensures that training aligns Salesforce usage with company objectives, whether your priority is lead management, customer service, or accurate forecasting.

Fractional Salesforce Department

Our Typical Client

01

B2B/ Small/ Medium Business

02

5 To 100 Salesforce Users

03

Don’t Have Anyone Internally To Support With Salesforce

Our Typical Client
  1. B2B/ Small/ Medium Business
  2. 5 To 100 Salesforce Users
  3. Don’t Have Anyone Internally To Support With Salesforce

Leverage Our Expertise

Sales Cloud

Leads, Accounts, Contacts, Opportunities, Quotes, Cases, Campaigns

Service Cloud

Case Management, Service Console, Omni Channel Routing, SLA’s, etc.

Marketing Account Engagement

B2B Marketing Automation

Experience Cloud

Customer or Partner Portals

Non-Profit

Fundraising, Program Management, Grantmaking

Custom Development

Custom Objects, Process, Automation, Custom Screens

Integrations

Connecting to 3rd Party Systems

3rd Party Apps

Payment Processing, Web Forms, Mail Merges, E-signatures, etc.

Adoption

Dedicated team to ensure your team maximizes its use

Sales Cloud

Leads, Accounts, Contacts, Opportunities, Quotes, Cases, Campaigns

Custom Development

Custom Objects, Process, Automation, Custom Screens

Service Cloud

Case Management, Service Console, Omni Channel Routing, SLA’s, etc.

Integrations

Connecting to 3rd Party Systems

Marketing Account

Engagement, B2B Marketing Automation

3rd Party Apps

Payment Processing, Web Forms, Mail Merges, E-signatures, etc.

Experience Cloud

Customer or Partner Portals

Adoption

Dedicated team to ensure your team maximizes its use

Non-Profit

Fundraising, Program Management, Grantmaking

0+

Salesforce
Implementations

0+

Salesforce
Projects

0+

Training
Sessions

Whats Your Situation

Looking for a CRM

Building a sound foundation for your Salesforce platform begins with having the right sales process in place that drives your organization’s data flow. Our experience has shown that many organizations lack a unifying sales process and is a primary reason for Salesforce implementation failure. With our expertise, we will help you choose the best processes for your sales organization’s specific needs and then streamline and modify them to improve workflow throughout.

Salesforce Enhancement And Cleanup

  1. I am paying for Salesforce, but no one is using it.
  2. I don’t trust the data created in Salesforce and therefore, cannot rely on analytics we hoped it would provide.
  3. I have no one to proactively train my users to achieve the user adoption we require.
  4. I have no one addressing and being responsible for the ongoing administrative requirements that are presenting themselves.

Frequently Asked Questions

  • What is Custom Salesforce training for businesses?

    A tailored program teaching employees to use Salesforce efficiently based on their roles and business processes.

  • What is the difference between Service Cloud vs Sales Cloud?

    Sales Cloud focuses on leads, opportunities, and pipelines; Service Cloud is for customer support and case management.

  • How to forecast in Salesforce?

    By using dashboards, reports, and opportunity stages to predict revenue and allocate resources effectively.

  • Who should attend the training?

    Sales reps, support teams, managers, and anyone regularly using Salesforce.

  • Can Focus CRM customize the program?

    Yes, training is tailored to company size, roles, and chosen Salesforce modules.

Client Testimonials

Working with Lisa, Kyle and Bruno has been an absolute pleasure. They understood what our vision was, and they were able to deliver exactly what we had in mind. Their team is extremely knowledgeable and offered great support and creative solutions throughout the entire process. They are all very detail-oriented and constantly followed up when they said they would.

Adam has a deep understanding of Salesforce and has provided outstanding support, helping us customize this software to add significantly more value to our company. Adam is a pleasure to deal with, understands our business, provides solutions, and can be relied on to get the job done in a timely manner.

Wanted to reach out and express our appreciation to the Focus team, for your dedication of being our “personal trainer” for our Axis Communications team, for the purpose of become proficient with SalesForce. Axis Communications has made significant progress during our time together, and now we are in a position for SF.com to be a productive and effective tool for us.

Thank you again for helping us make so much progress and for staying so on top of our improvement. It feels like your team is invested in the success of your team and every dollar we spend with you is worth it! It’s hard to provide a service oriented firm with a 10/10 review but we’ll give that to you!

The transition was seamless. My team is really engaged and they like working with Sarah. She understands our business model very well and she is always open to suggestions, recommendations, and she experiments with new ways to reach to my team.

Support is great; we have unlimited support from your team if my people have any questions or if they need more training on a specific topic.

I just wanted to take a minute to tell you that so far everything has been great. The guys are using Salesforce properly now and I have noticed major differences in my day-to-day management of the activity.

For example, I helped Andre put a quote together this morning and when I asked him for the information he simply said “it’s in Salesforce” and it only took me a matter of seconds to get all the info I needed to produce the quote based on his notes in the Opportunity on Salesforce.
Thanks again.

In my 12 years as a business owner, I’ve met few are as organized and effective as Donna. She approaches every day with a high level of energy and passion. This coupled with her sound analytical skills, make her an invaluable asset. During the last 3 years Donna was the lead in implementing a CRM system, taking our sales team to a new level.

Donna has been providing services to P & P for over a year now. When we started working with Donna, the first thing we noticed is that any task was done on time or sooner, regardless of complexity. Since then we have discovered her more advanced talents which are many, but the ones that are most notable are performing complex data analysis, identifying key KPI’s and Quarterly Priorities (QP’s), HR management, and quarterly planning. Donna just has a great head on her shoulders, she smart organized and “get’s it”, she had helped me with a number of difficult situations with professionalism and speed.

Lisa is a detail-oriented manager that kept everyone focused and on their timelines. She was always available for questions, easy to work with as her input is straight forward and honest. It has been a pleasure.

Focus CRM proactively leads our adoption every day with a dedicated team that works hand in hand with ours. You do everything a full-time internal CRM champion would do and more … at a substantially lower cost. As long as we use a CRM, we will always need someone to run it. We see a great future together with Focus being that “someone”. Looking forward to another year together!

I have had the pleasure of working with Lisa for close to a year now and she is the ultimate professional. She is a great listener and is quick to report back with solutions. If it’s results that you’re looking for then Lisa is the person for you. As for her attention to detail…I have yet to meet her equal.

Lisa is a highly motivated individual with great ideas as to how to process information in an office setting. Lisa worked with me to help set up our Salesforce CRM program five years ago; we are still using many of her ideas even now.

I had the opportunity and privilege to work with Lisa in 2010 on our implementation of Salesforce. I don’t know if I could say enough positive things about Lisa and her abilities. Her depth of knowledge of Salesforce was impressive and significant in our success. When it came to the project, ours was one of the most complex implementations tackled by Focus . Lisa was directly instrumental in our on-time and successful rollout last year. I have enjoyed working with Lisa and am proud to recommend her.

Lisa is a highly skilled, experienced and details oriented professional. In 2015, I hired Focus to design, program, implement and train my staff and I on a customized CRM solution using the Salesforce.com platform. Lisa Rodrigues was the project lead and in less than 3 months, Lisa had our system up, running and our staff using the system religiously. She was very committed to understanding how our business operates and responded to our questions with an incredible ability to convey her knowledge of Salesforce.com in a manner that was fun to learn and easy to understand. I would highly recommend Lisa Rodrigues and the Focus team to anyone looking to improve the efficiency and success of their business.

Sarah’s Saleforce.com expertise is extensive.   She keeps an eye on their progress, and constantly emails our team asking how she can help or pointing out functionality they could & should be using within the Salesforce application.

Sarah is ALWAYS available.   As I work all hours of the day and night Sarah has interacted with me in the early mornings, late evenings.  Any time I need her she is there.  She has been a true asset to our team and is always available to train me or our team members on the numerous tools she has at her disposal.

In a nutshell, we have found Sarah to be excellent to work with! She has a very nice and accommodating personality, sense of humour, desire to help, is a so knowledgeable with Salesforce and, in particular, turns around changes and ideas for sf.com extremely quickly.

We have a team of 7 reps, male and female, with varying degrees of experience and Sarah works well with them as a group and in one on ones.

I can tell that Sarah takes pride in her work and has always been well prepared and is always respectful of our time and schedule.

Lisa Rodrigues has been fantastic to work with. When we first went live with SF, she made herself available morning, noon, nights and weekends. In the time since, she has remained tremendously responsive. She’s never failed to return my e-mails or phone calls in the same day, even if only to assure me that she’s working on a solution to my problem.

Our company had been using Maximizer, which had become unsupportable and required a full system replacement.

Yes I would recommend Darren’s team for your SFA. It is a significant investment to purchase and set up a SFA program and I now believe we would have made the same mistakes and received only part of the systems benefits if we did not have assistance from outside the company

So far this has been something we would never have been able to do without all of their help, and we do hope that this will continue. We have many different personalities and technology levels in the office and it was key that your team was able to work with each personality/level and again they have proved to us they have all of the requirements to do this and everyone is feeling very involved and really appreciate the different levels of help/service they have all individually experienced.

Working with Lisa has been absolutely amazing. When it comes to implementing a CRM into a transitioning company I would recommend her 10 fold. She was quick to realize those that were succeeding and those who may have needed a little more hands on efforts and never missed a beat.

Our team is feeling very comfortable and confident and we owe this to Lisa.

I just finished a training session with Zain and wanted to let you know how much I appreciate his guidance in using SalesForce. He has been very helpful with his gentle guidance and I can tell, he has a smile on his face at the other end of the phone.