CRM Adoption & Team Onboarding
Empower Your Team to Use Salesforce with Confidence, Every Day
A successful CRM rollout isn’t just about systems, it’s about people. At Palm Consulting, we help companies bridge the gap between configuration and adoption through customized training and onboarding experiences that get your team fully aligned, engaged, and ready to use your CRM with confidence.
Our CRM Adoption & Team Onboarding program is designed to turn hesitant users into confident contributors. Whether your team is brand new to Salesforce or just never received the right guidance, we provide practical, real-world training based on your actual setup and workflows.
A successful CRM rollout isn’t just about systems, it’s about people. At Palm Consulting, we help companies bridge the gap between configuration and adoption through customized training and onboarding experiences that get your team fully aligned, engaged, and ready to use your CRM with confidence.
Our CRM Adoption & Team Onboarding program is designed to turn hesitant users into confident contributors. Whether your team is brand new to Salesforce or just never received the right guidance, we provide practical, real-world training based on your actual setup and workflows.
What’s included:
Live virtual or on-site training sessions for sales, service, and operations teams.
Live virtual or on-site training sessions for sales, service, and operations teams.
Role-based instruction for end users, managers, and admins.
Role-based instruction for end users, managers, and admins.
Custom guides, screen recordings, and cheat sheets.
Custom guides, screen recordings, and cheat sheets.
Hands-on training for key processes: lead management, opportunities, tasks, reports, and more.
Hands-on training for key processes: lead management, opportunities, tasks, reports, and more.
Best practices for data entry, follow-up, and pipeline management.
Best practices for data entry, follow-up, and pipeline management.
Ongoing support to reinforce learning and answer questions as your team evolves.
Ongoing support to reinforce learning and answer questions as your team evolves.
Bilingual delivery available in English and Spanish.
Bilingual delivery available in English and Spanish.
This service is ideal for:
Teams with low CRM adoption or inconsistent usage.
Teams with low CRM adoption or inconsistent usage.
Companies that recently implemented or reconfigured Salesforce.
Companies that recently implemented or reconfigured Salesforce.
New hires or restructured departments needing CRM onboarding.
New hires or restructured departments needing CRM onboarding.
Managers seeking better visibility through consistent usage.
Managers seeking better visibility through consistent usage.
Organizations preparing for growth and needing a more disciplined sales or service process.
Organizations preparing for growth and needing a more disciplined sales or service process.
CRM adoption isn’t automatic, but with the right support, it becomes inevitable. At Palm Consulting, we help your team feel confident, capable, and clear on how to use the tools that drive your business forward.
CRM adoption isn’t automatic, but with the right support, it becomes inevitable. At Palm Consulting, we help your team feel confident, capable, and clear on how to use the tools that drive your business forward.
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.
You can contact us at:
hello@palmconsulting.io
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team