A sales lead dashboard shows the activity and progress of a lead with pop-outs for follow-ups and a programs dashboard.

Sales Programs

Boost productivity with Sales Programs, built into CRM. Guide sellers to success with AI powered coaching and relevant resources — surfaced in the flow of work. Improve performance with programs connected to rep activity and sales results. Deliver value quickly with best practice templates, and intelligent, automated program delivery with no code required.

Deliver sales programs in the flow of work.

Provide resources and program activities in sellers' flow of work. Surface relevant guides, videos, scripts, and templates as reps need them. Focus teams to take action on revenue gaps with targeted resources and program activities. Keep sellers engaged with insight into their progress on any program.

A Sales Programs dashboard shows milestones and exercises for product certification.

Get reps pitch perfect before talking to customers. Upload practice pitches that both managers and peers can score. Provide coaching guidance to structure and organize feedback. Embed pitch practice activities in programs to deliver directly in Salesforce.

A product certification window shows an option to share pitch content and an option to fill out a pitch review survey.

Capture call intelligence data in Einstein Conversation Insights and apply it to rep behavior. Use AI to provide managers with dashboards that identify coaching opportunities. Track keywords automatically and help both managers and reps quickly drill into specific examples. Improve rep performance on calls with programs that include conversation milestones for talk tracks, talk and listen ratios, and product mentions.

A competitor shows a sales video call with metrics for mentions like competitor, pricing, objections, and talk/listen time.
A Sales Programs dashboard shows milestones and exercises for product certification.
A product certification window shows an option to share pitch content and an option to fill out a pitch review survey.
A competitor shows a sales video call with metrics for mentions like competitor, pricing, objections, and talk/listen time.

Connect program activity to sales results.

Embed specific rep activities and targets into sales programs to track rep engagement. Configure milestones that address productivity gaps like calls made, emails sent, opportunities piped, or deals closed.

A window shows a sales reps' milestones and exercises with a graph that shows progress towards program completion.

Drive best practice sales execution with program reminders and updates delivered in Salesforce. Improve data capture of progress and performance with step-by-step guidance through complex processes.

A dashboard shows a leads info with a training video for the scenario and a notification says a program has been assigned.

Track the impact of sales programs with out-of-the-box dashboards and analytics. Break programs into components and understand what resources and activities drive revenue outcomes. Capture the data needed to iterate on sales programs and continuously improve rep performance over time.

A window shows a seller's metrics like progress, completion rate, assignees, target days, win rate, and opportunities closed.
A window shows a sales reps' milestones and exercises with a graph that shows progress towards program completion.
A dashboard shows a leads info with a training video for the scenario and a notification says a program has been assigned.
A window shows a seller's metrics like progress, completion rate, assignees, target days, win rate, and opportunities closed.

Build and deliver programs fast.

Launch sales programs fast with a no code builder inside of Salesforce. Create programs for specific sales goals such as increased cross-sell, targeted product growth, and improved prospecting. Add in sales activities and outcomes, key resources, practice sessions, and call collections with drag-and-drop simplicity.

A window shows templates for sales programs with the ability to create a new one.

Incorporate Salesforce best practices into every program with pre-built templates. Build templated programs for pipe generation and maturation, cross-sell and upsell, new product introduction, territory fast starts, and more. Tailor for specific business use cases and launch in hours, not weeks.

A window shows templates for sales programs with the ability to create a new one.

Trigger enrollment in programs automatically based on seller performance. Create personalized program experiences to address specific challenges, like prospecting, pipe maturation, or negotiation. Ensure program relevance for every rep to drive program adoption.

A flow builder window shows an assignment flow with a button that triggers automatic enrollment.
A window shows templates for sales programs with the ability to create a new one.
A window shows templates for sales programs with the ability to create a new one.
A flow builder window shows an assignment flow with a button that triggers automatic enrollment.

Drive partner growth with faster ramp-up programs.

Capture the attention of any partner or channel seller with outcomes-based programs. Motivate long-term partner success with enablement programs embedded in Salesforce’s partner relationship management platform. Guide partners the moment they enter the portal with in-app guidance that walks partners through specific steps and shows them how to use PRM to track work and make requests as well as market, sell, and service deals.

A business' onboarding dashboard has various onboarding programs for partners to enroll in and progress metrics.

Beyond onboarding, steer partners to deliver revenue growth by tying revenue generation to achievable milestones and outcomes-based programs. Serve up the necessary resources, goals, and assets with easy-to-navigate programs that ramp, develop, and grow partners.

A partner's dashboard shows different enablement programs they are in as well as milestones and exercises.

Measure the engagement and sales success of partners using AI-driven analytics pulled into your CRM from Salesforce PRM. Build and choose programs that will help partners generate and close better deals, understand product offerings better, or level them up to a new partner tier. Check back in the Channel Manager Dashboard to refine strategy.

A program builder window shows metrcs for a channel sales dashboards and drag and drop boxes for enablement documents.
A business' onboarding dashboard has various onboarding programs for partners to enroll in and progress metrics.
A partner's dashboard shows different enablement programs they are in as well as milestones and exercises.
A program builder window shows metrcs for a channel sales dashboards and drag and drop boxes for enablement documents.

Get the most out of Sales Programs with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Frequently asked questions.

A sales enablement platform provides sales teams with coaching, resources, and tools to help them effectively engage with customers and close deals. It improves sales productivity, streamlines sales processes, and ultimately, improves rep efficiency to drive revenue.

When selecting a sales enablement platform, you should consider features like CRM integration, program dashboard and analytics, automated progress tracking, quick start templates, and the rep experience. It's also important to choose a sales enablement platform that aligns with your business goals and meets the unique needs of your sellers.

The setup for Sales Programs is simple. Work with your Salesforce admin to provision the licenses and then you can start building programs, milestones, and measures in the no code drag-and-drop program builder and start driving sales efficiency.

Unlike other sales enablement platforms that ask reps to leave the CRM and their flow of work to go be enabled, we bring enablement to them. What’s more is that by tying enablement exercises to revenue milestones, they can instantly see how your program is moving them towards a metric they care about.

Yes. Sales Programs includes access to best practice program templates developed by our global enablement team based on their 20+ years of experience supporting sellers.

Sales enablement uses content, coaching, training, and technology to help reps onboard, improve their skills, and sell. Sales enablement leaders care about increasing productivity, making a business impact they can measure, and getting training programs out the door faster.