Course Details:
Length: 1 day(s)
Price: Private Group Training Only
Group Price: Request Quote
Course Features:
Live Instructor Teaching
Certificate of Completion
Courseware: Print
Hands-On Learning?: Yes
Software Lab Included?: No
Delivery Methods:
Individuals and Groups
@ Your Location or Our Labs
Group Teams
@ Your Organization
How Online Classes Work? - Learn How Our Live Online Classes Work
Course Overview
Building strong relationships with your customers is the key to sales success. Salesforce is a powerful tool that 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 Notes
This course will cover the Classic version of Salesforce. Course available for private group training only. Salesforce Classic is a legacy version. We offer public classes for the new version, Lightning only.
You must provide the software and lab environment for this course.
Suggest Follow-Ons
Salesforce Power User for Sales
Course Topics
In this course, you will use Salesforce CRM to increase your sales.
You will:
Get started with the Salesforce environment.
Optimize lead flow.
Manage ongoing sales processes.
Manage the opportunity pipeline.
Streamline the sales process with reports and dashboards.
Students taking this course are sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. Students may be selling products or services. Students may or may not be familiar with other customer relationship management (CRM) systems and may be new to Salesforce CRM.
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.
Lesson 1: Getting Started with Salesforce
Topic A: Set Up Salesforce Developer Edition
Topic B: Orientation to the Salesforce Interface
Topic C: The Sales Process
Lesson 2: Optimizing Lead Flow
Topic A: Identify Lead Sources
Topic B: View Existing Leads
Topic C: Manage Leads
Topic D: Perform Common Lead Activities
Lesson 3: Managing Ongoing Sales Processes
Topic A: Convert Leads
Topic B: Manage Accounts
Topic C: Manage Contacts
Lesson 4: Managing the Opportunity Pipeline
Topic A: Manage Opportunities
Topic B: Perform Common Opportunity Activities
Topic C: Close Opportunities
Lesson 5: Streamlining Your Sales Process with Reports and Dashboards
Topic A: View Reports
Topic B: View Dashboards
