Salesforce Sales Cloud & Account Engagement Training and Adoption
Access our online courses, workshops or customized training to help your team learn how to leverage your tools and technology
Technology Without Adoption Is Overhead
Gabriel Sales provides certified Salesforce and Account Engagement training and adoption support that gets both your sales teams and marketing teams engaged, comfortable and consistently using your tools. We educate your team with live workshops, customized private training, a self-serve Udemy course, free videos. tutorials, SOPs and train-the-trainer support that help your ream fully leverage your tools, optimizations and dashboards so adoption sticks.
The Challenge
“Why isn’t our team aligned and using the Salesforce Sales Cloud and Account Engagement tools we invested in?”
You rolled out the tools but your reps are not clear on how to leverage your investments to drive more revenue. They ignore and slip back into old habits. Marketers use a fraction of Account Engagement power and automation, instead they plug gaps with other SaaS products or leverage half-baked AI enhancements. New hires take months to ramp, and the ROI you were promised never quite shows up. Sales leaders don’t have the time or energy to coach. The challenge isn’t the software. You did all the right things and enabled all the right features but training and adoption was treated as an afterthought instead of part of the plan.
Training is the number-one risk to your investment: studies put CRM project failure rates as high as 70%. The leading cause of this failure is low user adoption with studies putting this as low as 26% (CRM statistics). Training and adoption support is the final step required to protect your hard work and to maximize your investment.
The Solution
We Help Both Sales and Marketing Teams Adopt Your Technologies to Maximize Your Investments
At Gabriel Sales training is core to almost all of our implementations and optimization because training for adoption pays off on both sides of the funnel. Salesforce and Account Engagement training and adoption support creates confident marketers that accelerate funnels and comfortable & committed reps who actually leverage the tools to increase productivity.
Marketing
- Run Account Engagement campaingns
- Manage data hygiene and segmentation
- Best practice nurture workflows & lead scoring
- Attribution & ROI reporting you can use and share
Sales Reps
- Clean and accurate data entry
- Leverage lead views, scored leads & priority lists
- Log calls, deal sizes, stakeholders & conversions
- Pre-call & post call prep
Sales Managers
- Leverage & build activity tracking
- Data driven coaching
- Build and manage custom forecasts
- Leverage AI for advanced insights
Your Options
Training in the format your team needs at a budget that makes sense. And the personalized support you need to ensure adoption lasts.
Salesforce Sales Cloud Training & Adoption
Workshops, SOPs and train-the-trainer for Sales Cloud reps and managers
Account Engagement Training & Adoption
Workshops for your marketing automation team for full understanding of campaigns, Engagement Studio, scoring, and data.
Sales Enablement Training & Adoption
Get both your reps and managers actually using the tools to maximize prioritized views, alerts, and activity tracking.
Self-Serve Basic Videos & Free Resources
For users just getting started we offer an on-demand Account Engagement Bootcamp on Udemy created by Carol Springer for beginners. We also plus free basic training and video tutorials on our YouTube channel.
Why We Offer so Many Options for Saleforce and Account Enagement Training
Gabriel Sales doesn’t implement, optimize, launch and leave. Most teams are already overwhelmed. We believe your Account Engagement Optimizations and Sale Cloud Optimizations are only as good as their level of adoption. So before we move on to a new project or managed services we provide hands on training and customized training material to ensure you get value from your investment in Gabriel Sales to maximize your tech stack investment. Its just one more challenge we are designed to eliminate.
- “Only 28% of employees feel adequately trained on the technology they’re given. And workers lose an average of 36 working days a year to technology frustrations.” Source: WalkMe (an SAP company), The State of Digital Adoption 2025
- “Only 17% of marketing and sales professionals say they’ve received comprehensive, role-specific training that prepared them to use MarTech and AI and effectively. 35% call their training too generic to apply.” Source: AI Tech in Marketing & Sales (2025), via eMarketer
- “57% of Chief Sales Officers name some combination of manager coaching, improved tools, and upskilling/training among their top three levers for seller productivity.” Source: Gartner (Dec 2024)
- “Sales organizations prioritizing seller upskilling on new tools are 2.4x more likely to achieve strong revenue growth.” Source: Gartner (May 2026)
How it Works
Identify Adoption Gaps & Goals
We identify who needs what and define what “using it well’ looks like for your team.
Choose the Right Format
Once we understand your needs we recommend the right format and solution to meet your needs from a selection of our self-serve course, live workshops, or customized private training. All matched to your team, budget, ROI objectives and timelines.
Train By Doing
We provide hands-on training online (and in person if required), in your own instance, with videos and resources you keep.
Make it Stick
SOPs, train-the-trainer, new hires and follow-up to ensure sustained adoption if necessary.
Who Delivers It
Training is led by certified Salesforce and Account Engagement instructors with 10–15 years of frontline sales, marketing and technical experience. This includes Carol Springer, who created our Udemy bootcamp. They have used the tools to drive results so they teach the way practitioners actually work to increase speed of use and adoption. Meet the Team →
Success Stories
A sample of the success and ROI our optimizations and Salesforce and Account Engagement training produced for our clients.
Case Study: A Mid-Market Manufacturer Was Losing 10,000 Leads a Month to Broken Routing and Sync Errors. Gabriel Sales Fixed It, Scaled It, and Handed It Back.
Client Type: Mid Market Building Materials Manufacturer Solution: Salesforce Optimization + Account Engagement (Pardot) Optimization + Data Governance + Third Party Integrations + Training Gabriel Sales used a combination of native Salesforce features including Sales...
Case Study: Post-Merger, a Healthcare Software Company Needed One Sales and Marketing Engine From Two Different Systems. Gabriel Sales Built It in 150 Days, Trained & Handed Off
Client Type: SMB Healthcare Software CompanySolution: Quick Start Account Engagment + Salesforce Implementation + Training and TransitionGabriel Sales Merges 2 CRMs, Launches Multiple Awareness and Lead Nurturing Campaigns and then Transitions in 150 DaysResults at a...
Next Step
Ready for your team to finally get full value from your optimizations and tools? Talk to a training specialist to scope a custom program, preview the Udemy Account Engagement course, check out our wide range of Salesforce and Account Engagement Workshops or start with a free Technology Health Check & Maturity Benchmark to pinpoint your biggest adoption gaps.
Introductory On-Demand Marketing Automation Training
With over 12 years working with Pardot, and 100s of implementations under our belt, we can help marketers at all levels of experience learn how to get the most out of their marketing automation programs.
On-Demand Salesforce Marketing Cloud Account Engagement Bootcamp
Created and presented by Carol Springer (Co-Founder of Gabriel Sales) a Certified Salesforce Consultant and 15 year Account Engagement veteran provides a crash course for any marketer or technologist that wants to learn how to implement and leverage the system with both best practices and confidence.
This online training course was co-produced in partnership with Udemy to be the premiere starter course for marketers new to marketing automation and Salesforce Account Engagement (Pardot). The course is organized in short, easy-to-use modules. You will learn:
- The features Account Engagement offers
- How Account Engagement integrates into Salesforce
- How to capture and move leads to Salesforce
- Create target lists
- Build email campaigns
- Run automated nurture campaigns
- Run dynamic nurture programs
- Score leads with actions triggered in Salesforce
Student Reviews
I am a marketing manager who is new to Salesforce/Pardot/Account Engagement. I have been looking for a course to help me prepare campaigns and execute them well. I am so glad I found this one. It is thorough with great explanations and examples. A major lifesaver, the makers of this course are obviously very knowledgeable in this field.
This course is a good combination how-to and also the things to watch out for to not cause significant issues. I was particularly impressed with the amount of course reference materials and links to additional information. The section on reports brings it all together to understand results.
Carol’s delivery is clear and succinct. I’m finding it easy to follow along in my own Pardot account and understand what is being taught.
Account Engagement (Pardot) and Salesforce Workshops
Live, Online Instructor-Led Training
Certified Salesforce Consultants and Certified Account Engagement Specialists with 5 to 15 years of hands-on and frontline experience conduct these Instructor-led trainings in specific areas. These sessions are designed to help both new and intermediate users get more from their technology stack and gain proficiency in the specific areas of training.
Account Engagement Data Management Best Practices
Background: The quality of the data in Account Engagement and Salesforce directly impacts the effectiveness of your sales team, marketing team and your ability to make smart decisions. This course will help you learn how to effectively manage data and correct past errors.
What you will learn: How to import new data into Account Engagement, audit existing data, sync data, and how to establish ongoing best practices that ensure data quality for …READ MORE
Duration: 3 hours
Marketing Attribution & Campaign Reporting
Background: Account Engagement’s campaign influence and campaign reporting capabilities are critical to measuring the success and impact of your efforts, steering strategy, making smarter decisions and maximizing your budget.
What you will learn: In this workshop we will show you what’s possible and explain the tools available to help you track and measure campaigns more effectively…READ MORE
Introduction to Engagement Studio’s Capabilities
Background: Engagement Studio takes marketing automation and your sales funnel to the next level. After attending this workshop, you will understand the multiples ways you can use your tech to enhance your buyer’s customer journey and how to launch your first program.
What you will learn: The options available to accelerate results including – nurturing, personalization and event follow up. We then share best practice…READ MORE
Duration: 3 hours
Data Governance for Account Engagement
Background: Clean imports, field alignment and standard data processes are critical to getting the most from Account Engagement and Salesforce. Proactively manage your database and build a unified view of your data to enable accurate reporting and better decisions.
What you will learn: How to import data into Account Engagement, audit existing data, sync data, and how to establish ongoing best practices for data quality …READ MORE
Duration: 2 hours
Customizing Salesforce for Sales Managers
Background: This training session is designed to empower Sales Managers, Directors and Executives with the ability to customize multiple Salesforce features on their own. This workshop will increase management’s visibility and help leaders to maximize their team’s daily activities.
What you will learn: This workshop starts by explaining the difference between lead views and lead reports for visibility and management of your team’s.…READ MORE
Duration: Two 90 minute sessions
Basic Salesforce Training for Business Development Reps
Background: Salesforce is a powerful tool when effectively used by reps on a daily basis. In this workshop BDRs will learn how to use Salesforce to optimize their time, prioritize their activities, track their progress, capture more information and increase their sales production.
What you will learn: How to navigate the system. How to create, manage and update leads. How to log information, capture and prioritize activities on a .…READ MORE
Duration: Two 60 minute sessions
Master Your Technology Faster with Customized Private Training
When your team needs to learn how to use your tech stack quickly, a customized and private training program helps your team reach goals faster. Our experienced certified Salesforce and Account Engagement (Pardot) Specialists can craft custom sessions to help your marketers, sales ops, sales reps and managers learn by doing, as we walk them through training designed around specific tasks and features.
This is the perfect solution for sales and marketing organizations that need to master their technology fast or need to get new hires on track quickly.
- Personalized to achieve your goals
- 100% online
- Videos and additional resources given during and after training
- Flexible
Want to Learn More? Let’s Talk!
Want additional details about our Workshops? Do your sales reps need refresher or do you need to onboard someone new to Account Engagement? Gabriel Sales’ has been scaling frontline sales, marketing and ops teams for over 20 years. We understand the importance of training and adoption. Let’s talk.
Free Account Engagement (Pardot) and Saleforce Video Tutorials
Visit our YouTube Channel Sales Tech by Gabriel Sales
Need to jog your memory on how to complete a certain task? Have you used other marketing automation and CRM tools in the past and want to get familiar with Salesforce and/or the features of Account Engagement (Pardot)?
We have created these short video tutorials and a free YouTube channel to help users get familiar with marketing automation, Account Engagement and Salesforce tasks. If you are just getting started, we recommend our Udemy OnDemand Basics Crash Course, workshops and/or private training.
Account Engagement (Pardot) Tutorials
Build & Send a List Email
(10 minutes)
What you will learn: How to use Account Engagement (Pardot) and Salesforce to create a list email and build a custom email (with or without a template).
How to Build Forms
(7 minutes)
What you will learn: How to build forms in Account Engagement (Pardot) including – selecting fields & field types, managing completion actions and using tags.
Add Prospects to a Campaign
(5 minutes)
What you will learn: How to add a lead/prospect to a campaign using automation rules.
Salesforce Basic End-User Tutorials
Edit Reports in Salesforce
(6 minutes)
What you will learn: How to edit reports in Salesforce to quickly increase data visibility and help your sales team increase productivity.
Create a Lead in Salesforce
(2 minutes)
What you will learn: Sales reps will learn how to correctly add a new lead to Salesforce (if the lead is not already in the system).
Log a Call in Salesforce
(2 min 15 sec)
What you will learn: How to log calls accurately for better information recall, lead management and more accurate reporting.
FAQs – Salesforce, Account Engagement Training and Adoption
What training formats do you offer?
A self-serve Udemy course, free video tutorials, live instructor-led workshops, and fully customized private training conducted in your own instance.
Who is the training for?
Sales reps and managers, marketers and marketing ops, Salesforce admins, and new hires, at every experience level, from beginner to advanced.
What is ‘adoption support’ beyond training?
The pieces that make training stick: documented SOPs, train-the-trainer so your team can onboard others, and follow-up to reinforce new habits after the sessions end.
Can training be customized to our instance?
Yes. Private training is built around your tasks, features, and goals, and conducted live in your own Salesforce and Account Engagement environment.
How is the Udemy course different from live training?
The Udemy bootcamp is self-paced and ideal for beginners getting oriented; live workshops and private training go deeper, are tailored to your setup, and drive team-wide adoption.
Do you offer free resources?
Yes a free preview of the Udemy course and a library of short how-to video tutorials on our YouTube channel.