Building strong relationships with your customers is the key to sales success. The Salesforce CRM™ customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce® in the real world—ultimately enabling you to meet and exceed your sales targets.
Course Objectives
In this course, you will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition.
You will:
- Create a basic Salesforce Sales Cloud environment and navigate the interface.
- Optimize lead qualification.
- Manage accounts and contacts.
- Manage the opportunity pipeline.
- Use Salesforce email.
- Work with reports and dashboards.
Target Student
This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM.
Prerequisites
To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications.
Course Content
- Lesson 1: Getting Started with Salesforce
- Lesson 2: Optimizing Lead Qualification
- Lesson 3: Managing Accounts and Contacts
- Lesson 4: Managing the Opportunity PipelineTtopic A: Manage Opportunities
- Lesson 5: Using Salesforce Email
- Lesson 6: Working with Reports and Dashboards
- Appendix A: Extending Salesforce with AppExchange
