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EliteITCerts.com - Salesforce.com: Sales Cloud for Sales Representatives Boot Camp - 1 Day

Salesforce.com: Sales Cloud for Sales Representatives Boot Camp - 1 Day

Regular price $495.00 Sale

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Course Specifications

Course Length:

1 day

Course Description

Overview:

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. You can obtain this level of skills and knowledge by taking the following courses:

  • Using Microsoft Windows 10 or Microsoft Windows 10: Transition from Windows 7
  • Microsoft Office 365: Web Apps (with Skype for Business)

 

Course Content

Lesson 1: Getting Started with Salesforce

Topic A: Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition

Topic B: Navigate the Salesforce LE Interface

Topic C: Navigate in the Salesforce Classic Interface

Lesson 2: Optimizing Lead Qualification

Topic A: View Leads

Topic B: Manage Leads

Topic C: Work Leads

Topic D: Convert Leads

Lesson 3: Managing Accounts and Contacts

Topic A: Manage Accounts

Topic B: Manage Contacts

Lesson 4: Managing the Opportunity Pipeline

Topic A: Manage Opportunities

Topic B: Work Opportunities

Topic C: Close Opportunities

Lesson 5: Using Salesforce Email

Topic A: Use Salesforce Email in Salesforce Classic

Topic B: Use Salesforce Email in Salesforce LE

Lesson 6: Working with Reports and Dashboards

Topic A: View Reports and Dashboards

Topic B: Create and Edit Reports and Dashboards