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Salesforce for Sales Managers

via LinkedIn Learning

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Overview

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Start leveraging Salesforce like a power user. Learn how to manage teams inside of Salesforce and learn how to work with pricing, products, leads, and reports.

Syllabus

Introduction
  • Welcome
  • What to know before watching this course
  • The importance of rules and quality data
1. Lead and Opportunity Management
  • Understand the leads lifecycle
  • How to view and assign leads
  • The importance of tracking
  • View team leads and opportunities
  • Transfer leads and opportunities
2. Reporting
  • Create basic sales reports
  • Create reports by salesperson
  • Create reports by teams
  • Create a goals-based dashboard
  • View your sales pipeline with dashboards
3. Products and Price Books
  • How products and price books are used in Salesforce
  • How to set up a price book
  • How to set up a product
4. Forecasting
  • How are forecasts used?
  • View and adjust forecasts
  • View quotas in forecasts
Conclusion
  • Next steps

Taught by

Christine Volden

Reviews

4.7 rating at LinkedIn Learning based on 547 ratings

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