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Course Outline
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
Requirements
- A solid understanding of basic sales processes and terminology.
- Experience using CRM systems or a keen interest in sales automation.
- No prior experience with Salesforce is necessary.
Target Audience
- Sales representatives and account managers.
- Sales team leaders and business development professionals.
- CRM users looking to enhance their sales pipeline management.
14 Hours
Testimonials (2)
I had already worked with Salesforce before, but I was able to learn much more in the course, especially about reports.
Antonio Tropia - Molycop Chile S.A.
Course - Salesforce for Sales
Machine Translated
Practical Exercises
Renato Martins - Molycop Chile S.A.
Course - Salesforce for Sales
Machine Translated
