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Trailhead

Customize Your Org to Win More Deals

Salesforce via Trailhead

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Overview

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Build and deploy high-impact, low-effort ways to help reps sell more effectively.
  • Learn to build and deploy a sales process for gathering valuable competitive insights.
  • Optimize your sales performance with reports and dashboards.
  • Use reports and dashboards to get stalled sales deals moving again.

Syllabus

  • Competitor Tracking in Salesforce
    • Learn Why Sales Should Track the Competition
    • Configure the System
    • Build Reports and Dashboards
    • Deploy, Launch, and Monitor
  • Sales Performance Analysis
    • Analyze Sales Activities
    • Configure Your System and Build a Dashboard
    • Deploy and Monitor Sales Tracking Features
  • Sales Deal Acceleration
    • Identify Stuck Sales Deals
    • Empower Your Sales Team to Get Stalled Deals Back on Track

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