Cultivating lasting customer relationships forms the foundation of sustainable sales performance. Salesforce CRM is a powerful customer relationship management platform that helps you organize, track, and optimize all aspects of your customer interactions. This course provides you with essential knowledge and practical experience to leverage Salesforce effectively in your daily work, empowering you to consistently achieve and surpass your sales objectives.
Learning Outcomes:
Throughout this course, you will gain hands-on experience creating and managing records within a Salesforce Sales Cloud Lightning Enterprise Edition trial environment.
By completing this course, you will be able to:
- Set up a foundational Salesforce Sales Cloud workspace and master the user interface.
- Enhance your lead evaluation and scoring processes.
- Effectively handle account and contact information.
- Oversee your sales pipeline and track opportunities.
- Utilize Salesforce integrated email functionality.
- Generate insights using reports and visualize data with dashboards.
Intended Participants:
This course serves sales professionals who are responsible for managing assigned sales territories, with a focus on advancing leads through the sales cycle and closing deals. Whether you are selling tangible products or services, and regardless of your prior experience with CRM platforms or Salesforce, this course will build your skills.
Prerequisites:
To thrive in this course, you should possess a foundational grasp of sales methodologies and common selling strategies. Additionally, you should be comfortable using computers and the Internet at a basic level and have some familiarity with cloud-based business applications.
Course Modules
- Lesson 1: Starting Your Salesforce Journey
- Lesson 2: Enhancing Lead Qualification and Scoring
- Lesson 3: Handling Accounts and Contact Records
- Lesson 4: Navigating the Sales Opportunity Pipeline; Topic A: Working with Opportunities
- Lesson 5: Leveraging Salesforce Email Features
- Lesson 6: Creating Reports and Analyzing Dashboard Data
- Appendix A: Expanding Capabilities with AppExchange Applications
