What you'll learn:
- Close More Deals
- Manage Accounts Effectively in Salesforce
- Market Efficiently and Measure Marketing Effectiveness in Salesforce
- Service Client Relationships and Provide Exceptional Customer Support
- Run Your Business From Your Phone with the Salesforce1 Mobile App
- Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
- Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics
After Thousands ofUdemy Survey ratingsfor my courses, the students have spoken:
"Are you learning valuable information?" 99.6%answered YES
"Are the explanations of theconcepts clear?" 99.8% answered YES
"Is the instructor knowledgeable about the topic?" 99.9% answered YES
If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforceplatform to be more productive, ANDprofitable.Acquire marketable skills in today’s marketplace, and close more deals along the way.
This course covers:
Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.
Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform
Encompasses the entire lifecycle of the typical sales process from
Marketing (Attract Customers)
Sales (Attain Customers)
Service (Retain Customers)
In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll coverlead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.
I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, andsetting up multiple and varied Sales Processes.
Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.
The Salesforce1Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!
