Resources You Must Provide Your Salesforce To Be Successful

Resources You Must Provide Your Salesforce To Be Successful
Sales teams that use Salesforce need the right tools to be successful. There are numerous resources you can provide your team with, but only some of them are truly necessary to help your team achieve its goals and make sales happen every day. If you want to create the best possible environment in which your salespeople can do their jobs, here are the important Salesforce resources your team needs to be successful.


When you think of sales, you might only picture the salesperson themselves. However, this is not the case. You also need to provide your sales team with certain resources to make them successful. As a manager and employer, it’s your responsibility to ensure that your team has everything they need for success.

Email Templates

Apart from sales and marketing templates, your team must have access to email templates as well.

Resources You Must Provide Your Salesforce To Be Successful

Email templates are a great way for you to save time and make sure that you’re always sending out the same message. It’s also helpful for your team members, who can then use these pre-written messages as an outline for their work. It takes a lot of time to come up with personalized emailsfor all your contacts, so this is another one of those things that will speed up your sales process!

Email Templates should be the first thing on this list because they’ll help you in every other aspect of what you do on Salesforce. They’ll save you and your team valuable time and help prevent mistakes.

Video Training

Video training is a great way for your team to get up-to-speed quickly on the newest features and best practices. Plus, it’s a more engaging way for them to learn than just reading an email or looking at static slides. So, we should use video training extensively in our company.

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Product Walkthroughs

Product walkthroughs are a great way to engage your customers and provide them with the information they need. They can also serve as a quick reference guide for your sales team. Walkthroughs can vary in length depending on the complexity of the product, but should always include:
  • A brief overview of what the product does.
  • How it works
  • How it might benefit potential customers.

White Papers

White papers are an excellent way to provide your salesforce with the information they need when they need it. You can use them as a resource for answering questions, training new hires, or sharing industry insights.


Brochures are an excellent way for companies to showcase their company and products. It’s a low-cost marketing tool that can be customized for your audience, it’s easy to update, and it reaches a broad audience.

Campaign Samples

Giving your team campaign samples is a great way to give them something fresh and new every time they have a meeting or have to go on the road. For your whole team to succeed, you’ll want to make sure that everyone has access not only to the campaigns that are up and running now but also to all past campaigns as well.

Sample Excel Spreadsheets

If you have Excel skills and are looking for a way to apply them, why not create some spreadsheet templates that your team can use when they’re on the go? These templates will give them everything they need for a successful sales call. You can make these templates as complex or simple as you want, but I recommend including the following:
  • A template with all the information about your product or service
  • A template with a list of potential clients
  • A template with helpful questions to ask during a call
  • And a template that lists what happens after the meeting is over

You can share Google Drive with them and create samples over there for better access.

Final Thoughts

In conclusion, salespeople need the right resources and knowledge so that they can become successful. To do this, you should provide them with the right tools and pieces of training, as well as feedback and support. By providing your team with these resources, you’re giving them the best chance to succeed. While you’re allocating resources, do not miss out on providing your team with Content Camel, a popular sales enablement tool. It will boost their productivity.

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