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コース概要
Getting Started with Salesforce Sales Cloud
- Introduction to Salesforce for Sales
- Salesforce interface and navigation
- Understanding the Salesforce ecosystem
Lead and Contact Management
- Creating, importing, and qualifying leads
- Converting leads into contacts and accounts
- Tracking communication and follow-up tasks
Opportunity and Pipeline Management
- Creating and managing opportunities
- Sales stages, forecasts, and pipeline views
- Using products, quotes, and price books
Account and Activity Management
- Managing accounts and related records
- Logging calls, meetings, and emails
- Using activity timelines and calendars
Productivity and Collaboration Tools
- Using Chatter for internal collaboration
- Setting up tasks, reminders, and events
- Automating routine tasks and notifications
Sales Reports and Dashboards
- Creating custom sales reports
- Building dashboards to track performance
- Using filters and charts for deeper insights
Best Practices and Mobile Use
- Salesforce best practices for sales users
- Accessing Salesforce on mobile devices
- Maintaining data quality and pipeline hygiene
Summary and Next Steps
要求
- An understanding of basic sales processes and terminology
- Experience with CRM usage or interest in sales automation
- No prior Salesforce experience is required
Audience
- Sales representatives and account managers
- Sales team leaders and business development professionals
- CRM users aiming to improve sales pipeline management
14 時間
お客様の声 (4)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
コース - Salesforce for Sales and Administration
幸いなことに、私はトレーナーと1対1でした。これはとても良かったです。 Victor は私のペースで仕事をしてくれました。彼は物事を明確に説明してくれたので、結果にとても満足しました。
Craig - Superior Minerlas
コース - Salesforce for End Users
Machine Translated
アプリケーションシナリオの紹介
Rachel - ge ren
コース - Salesforce CPQ for Administrators
Machine Translated
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
