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Course Outline
Introduction to Salesforce Sales Cloud
- Overview of Salesforce for sales teams
- Interface features and navigation basics
- Exploring the broader Salesforce ecosystem
Managing Leads and Contacts
- Creating, importing, and qualifying potential leads
- Converting leads into contacts and accounts
- Monitoring communications and managing follow-up tasks
Opportunity and Pipeline Oversight
- Creating and managing sales opportunities
- Managing sales stages, forecasts, and pipeline views
- Utilizing products, quotes, and price books
Account and Activity Tracking
- Managing accounts and associated records
- Recording calls, meetings, and email interactions
- Leveraging activity timelines and calendars
Productivity and Team Collaboration
- Using Chatter for internal team collaboration
- Configuring tasks, reminders, and scheduled events
- Automating routine tasks and system notifications
Sales Reporting and Dashboards
- Generating custom sales reports
- Constructing dashboards to monitor performance
- Applying filters and charts for advanced analysis
Best Practices and Mobile Accessibility
- Adopting Salesforce best practices for sales users
- Accessing Salesforce via mobile devices
- Ensuring data quality and maintaining pipeline hygiene
Wrap-up and Future Steps
Requirements
- Familiarity with fundamental sales processes and industry terminology
- Prior experience with CRM platforms 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 skills
14 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
