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LinkedIn Learning

Salesforce: Sales Automation for Salespeople

via LinkedIn Learning

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Overview

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Explore sales automation tools that enable salespeople to automate some customer communications, create sales cadences, and use a work queue.

Syllabus

Introduction
  • Introduction to sales automation
  • What you should know
  • Sales tasks that can be automated in Salesforce
1. What and How to Automate
  • Set up automation
  • Email sync and calendar sync setup
  • How to use synced accounts
2. Set Up Automation
  • Sales dialer
  • Email templates
  • Einstein Email Insights
  • Einstein Lead Scoring
3. Sales Cadences
  • Why sales cadences are important
  • Setting up a sales cadence
  • Reporting for sales cadence
4. Work Queues
  • What are work queues?
  • Setting up a work queue
  • Salesforce AppExchange
Conclusion
  • Conclusion and additional resources

Taught by

Christine Volden

Reviews

4.8 rating at LinkedIn Learning based on 363 ratings

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