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Duration 14 hours (2 days)
Course Outline
Initiating Your Journey with Salesforce Sales Cloud
- Introduction to Salesforce for Sales
- Interface overview and navigation techniques
- Exploring the broader Salesforce ecosystem
Managing Leads and Contacts
- Lead creation, import procedures, and qualification
- Transitioning leads into contacts and accounts
- Monitoring communications and follow-up tasks
Opportunity and Pipeline Oversight
- Establishing and managing sales opportunities
- Understanding sales stages, forecasting, and pipeline views
- Integrating products, quotes, and price books
Account and Activity Administration
- Managing accounts and associated records
- Recording calls, meetings, and email correspondence
- Leveraging activity timelines and calendar tools
Enhancing Productivity and Collaboration
- Utilizing Chatter for internal team collaboration
- Configuring tasks, reminders, and scheduled events
- Automating routine workflows and notifications
Sales Reporting and Dashboards
- Developing custom sales reports
- Constructing dashboards for performance tracking
- Applying filters and visual charts for detailed insights
Best Practices and Mobile Accessibility
- Adopting Salesforce best practices for sales users
- Accessing Salesforce via mobile devices
- Ensuring data integrity and maintaining pipeline hygiene
Wrap-Up and Future Directions
Requirements
- Familiarity with fundamental sales processes and industry terminology
- Experience with CRM systems or a strong interest in sales automation
- No prior Salesforce experience is necessary
Audience
- Sales representatives and account managers
- Sales team leaders and business development specialists
- CRM users seeking to refine 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