Booking options
Price on Enquiry
Price on Enquiry
Delivered Online
Full day
All levels
Duration
1 Days
6 CPD hours
This course is intended for
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.
Overview
In this course, students will create and manage records in the trial version of Salesforce© Sales Cloud© Lightning Enterprise Edition.Students 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.
This course will give students the knowledge and skills they need to use Salesforce© in the real world?ultimately enabling them to meet and exceed their sales targets.
Getting Started with Salesforce
Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
Navigate the Salesforce LE Interface
Navigate in the Salesforce Classic Interface
Optimizing Lead Qualification
View Leads
Manage Leads
Work Leads
Convert Leads
Managing Accounts and Contacts
Manage Accounts
Manage Contacts
Managing the Opportunity Pipeline
Manage Opportunities
Work Opportunities
Close Opportunities
Using Salesforce Email
Use Salesforce Email in Salesforce Classic
Use Salesforce Email in Salesforce LE
Working with Reports and Dashboards
View Reports and Dashboards
Create and Edit Reports and Dashboards
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