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Duration 14 hours
Course Outline
Introduction to Salesforce Sales Cloud
- Overview of Salesforce for Sales
- Exploring the Salesforce interface and navigation
- Gaining an understanding of the Salesforce ecosystem
Managing Leads and Contacts
- Creating, importing, and qualifying leads
- Transitioning leads into contacts and accounts
- Maintaining logs of communications and follow-up tasks
Opportunity and Pipeline Oversight
- Creating and managing sales opportunities
- Reviewing sales stages, forecasts, and pipeline views
- Utilizing products, quotes, and price books
Account and Activity Tracking
- Overseeing accounts and associated records
- Logging calls, meetings, and email interactions
- Leveraging activity timelines and calendars
Tools for Productivity and Collaboration
- Employing Chatter for internal team collaboration
- Configuring tasks, reminders, and events
- Automating routine procedures and notifications
Sales Reporting and Dashboards
- Generating custom sales reports
- Constructing dashboards for performance monitoring
- Applying filters and charts for deeper analytical insights
Best Practices and Mobile Accessibility
- Adhering to Salesforce best practices for sales users
- Accessing Salesforce via mobile devices
- Ensuring data integrity and pipeline hygiene
Conclusion and Future Steps
Requirements
- Familiarity with fundamental sales processes and industry terminology
- Prior experience with CRM systems or a strong interest in sales automation
- No previous Salesforce experience is necessary
Target Audience
- Sales representatives and account managers
- Sales team leaders and business development specialists
- CRM users seeking to enhance their sales pipeline management
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
