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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

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