Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Initiating Salesforce Sales Cloud
- Overview of Salesforce in a sales context
- Exploring the Salesforce interface and navigation basics
- Gaining insight into the broader Salesforce ecosystem
Managing Leads and Contacts
- Generating, importing, and assessing lead quality
- Transitioning leads into contacts and account records
- Monitoring communications and scheduling follow-up actions
Overseeing Opportunities and the Pipeline
- Establishing and administering opportunity records
- Managing sales stages, forecasting, and pipeline visibility
- Incorporating products, quotes, and price books into deals
Account and Activity Administration
- Maintaining accounts and associated data records
- Recording calls, meetings, and email interactions
- Leveraging activity timelines and calendar tools
Enhancing Productivity and Teamwork
- Utilizing Chatter to foster internal collaboration
- Configuring tasks, reminders, and scheduled events
- Automating repetitive tasks and system notifications
Analyzing Sales Reports and Dashboards
- Developing customized sales reporting views
- Constructing dashboards for performance tracking
- Applying filters and visual charts for deeper analysis
Optimizing Best Practices and Mobile Access
- Implementing Salesforce best practices for sales teams
- Accessing Salesforce data via mobile devices
- Upholding data integrity and pipeline cleanliness
Course Conclusion and Path Forward
Requirements
- Familiarity with fundamental sales processes and industry terminology
- Prior experience with CRM systems or a strong interest in sales automation
- No existing Salesforce knowledge is necessary
Target Audience
- Sales representatives and account managers
- Sales team leads and business development specialists
- CRM users seeking to refine their sales pipeline management skills
14 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students