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课程大纲
Getting Started with Salesforce Sales Cloud
- Introduction to Salesforce for Sales
- Salesforce interface and navigation
- Understanding the Salesforce ecosystem
Lead and Contact Management
- Creating, importing, and qualifying leads
- Converting leads into contacts and accounts
- Tracking communication and follow-up tasks
Opportunity and Pipeline Management
- Creating and managing opportunities
- Sales stages, forecasts, and pipeline views
- Using products, quotes, and price books
Account and Activity Management
- Managing accounts and related records
- Logging calls, meetings, and emails
- Using activity timelines and calendars
Productivity and Collaboration Tools
- Using Chatter for internal collaboration
- Setting up tasks, reminders, and events
- Automating routine tasks and notifications
Sales Reports and Dashboards
- Creating custom sales reports
- Building dashboards to track performance
- Using filters and charts for deeper insights
Best Practices and Mobile Use
- Salesforce best practices for sales users
- Accessing Salesforce on mobile devices
- Maintaining data quality and pipeline hygiene
Summary and Next Steps
要求
- 了解基本的销售流程和术语
- 有CRM使用经验或对销售自动化感兴趣
- 无需具备Salesforce相关经验
目标受众
- 销售代表和客户经理
- 销售团队领导和业务发展专业人士
- 希望改善销售管道管理的CRM用户
14 小时
客户评论 (4)
与学生的互动方式
izabela - BCA Polska Sp. z.o.o.
课程 - Salesforce for Sales and Administration
机器翻译
幸运的是，我和我的教练是一对一的。这非常好。维克多按照我的节奏工作，他清楚地解释了事情，我对结果非常满意。
Craig - Superior Minerlas
课程 - Salesforce for End Users
机器翻译
应用场景介绍
Rachel - ge ren
课程 - Salesforce CPQ for Administrators
机器翻译
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
