Talk to Salesforce Experts

Talk to mentors from these amazing companies

Farzad Khosravi

Customer Experience : Email and Sales Strategy : Startup Ideation
I've been using Salesforce as an employee for years. But now I've had the opportunity to set it up for two organizations. Building flows for sales teams, but also entire customer experience management through Salesforce. I can help you understand what is possible.

Zsuzsanna Ferenczi

Growth Strategist | Mentor | Practitioner | Facilitator
As GTM leader I was a salesforce active user - and used it to better understand how opportunities evolved, and what marketing contribution was provided to sales. We have created a number of dashboard allowing us to manage the business.
Oz Merchant

Oz Merchant

Sales/Customer Success Consultant and Mind Hacker
Salesforce is a beast. My experience is with their Sales and Service Cloud. I can make it do a lot of things without being able to code in APEX. Admin-focused not Developer-focused. I've also worked with solutions like SalesLoft and Outreach which make Salesforce even more powerful.
Skip the research and get the answers straight from an expert.

Tired of spending hours on search engines looking for advice?

Unlimited 1:1 mentorship for one low monthly rate

Nicole Chin

Growth | eCommerce | edTech
I have experience in utilizing Salesforce as a DMP and other products under the company such as Einstein Analytics which is a Data Visualization software, and Responsys which is an Email Marketing software.

Marissa Rolls

Key Account Sales Manager @eHealth Unicorn Doctolib & HubSpot enthusiast
Currently working with Salesforce and have an in-depth knowledge on how sales cycles are depicted in Salesforce. Happy to help with any questions on salesforce.

Tigh Loughhead

MarTech Founder, Salesforce Pardot MVP
I've led implementations, Lightning Migrations, data migrations and systems integrations. One of the services my firm Forcery offers is a Forensic Analysis of the Salesforce platform, offering a technical and operational audit to map technology to business processes and revenue goals.

How does it works?

Step 1. Browse mentors

Browse through our list of mentors using the filters. Make sure to read their profiles and reviews in depth, and make your choice.

Step 2. Send session request

Found the perfect mentor for you? Awesome, time to request a call. Tell them a bit about your situation, choose a time, and get it set on your calendar.

Step 3. Get on 1:1 call

Time for the call, yay! Make sure you show up on time and prepared to make the most out of it. Pro tip: Ask your mentor if it’s ok to record the screen so you can take notes later.

Why talk to a Salesforce expert?

Salesforce helps organizations to streamline their sales and marketing operations. Today, Salesforce is the #1 customer relationship management (CRM) platform in the world. It also offers organizations easy access to web-based software over the internet.

How a growth mentor can help you with Salesforce:

  • You’re overwhelmed by the huge amount of choice in the CRM space and want to get a 1:1 review of Salesforce from a power user
  • You just signed up to Salesforce and you want to get started using best practice methodologies
  • You’re integrating Salesforce with other business systems and are considering using Segment or direct API and need some guidance since you’re non-technical.
  • You’re using dozens of other tools along and want ideas on how to increase ROI by leveraging Zapier to tie them together intelligently
  • You’re paying a lot for Salesforce and are only using a small % of available features and aren’t too happy about it, you’re keen to increase your utilization
  • You’re curious how other startups are using Salesforce in their sales departments

Whether it’s your first time setting up a CRM or you’re an experienced Salesforce user that’s been using it for years, it can’t hurt to speak to other Salesforce experts to get their take on how to maximize the impact of this incredibly powerful CRM.

Related Use Cases

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Frequently asked questions

Have a question you don't see here? Ask us on live chat!

We have a very detailed filter system for you to sort the mentors. Filters like areas of expertise, tools, language, price and industry.

Members can also post a help request and have mentors apply to help if they feel they are a good fit.

Then the third option is to just ask us! Give it a try right now and ask us on live chat 🙂

Three choices:

  • Skype
  • Zoom
  • Google Hangouts

Mentors and mentees are able to set their communication tools in their profile settings.

It is a good idea to connect with the other person once the session is accepted and the details are given. This ensures that the correct details were given and when it is time to start, you can start on time.

Here are some tips on how to get the maximum bang for your time on growth mentor calls.

  • Come into this with realistic expectations. They’re mentors, not magicians.
  • Ask your mentor if they’d be cool with you recording your screen with Loom
  • Give contextual information to help paint the picture of your current situation.
  • Growth mentors will be asking you lots of questions, answer them as honest as possible.
  • Don’t be afraid to push the boundaries of question asking. Be inquisitive. Stories are gold.
  • Don’t feel pressure, just relax. There’s no right/wrong way to do this. Avoid binary thinking.
  • Try to form mental patterns, especially if you speak with multiple mentors. Pay attention to metadata.
  • Embrace alternative views. Ask the mentors to play devil’s advocate and challenge your assumptions.
  • Be friendly and authentic. If you’re likable, the mentors will be your biggest supporters (even after the call is over).

Yup! Many of the mentors offer monthly coaching packages for members who want to really dive deep into a specific area.

Each mentor creates their own package so what they offer and the price vary from mentor to mentor. You can find their coaching info at the top of their profile.

Join the community

Enjoy the peace of mind that advice is always only one Zoom call away.