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Duration 14 hours
Course Outline
Initiating with Salesforce Sales Cloud
- Introduction to Salesforce for Sales
- Salesforce interface and navigation principles
- Understanding the Salesforce ecosystem
Lead and Contact Management
- Creating, importing, and qualifying leads
- Converting leads into contacts and accounts
- Monitoring communications and follow-up tasks
Opportunity and Pipeline Management
- Establishing and managing opportunities
- Sales stages, forecasting, and pipeline visualisations
- Utilising products, quotes, and price books
Account and Activity Management
- Managing accounts and associated records
- Recording calls, meetings, and emails
- Employing activity timelines and calendars
Productivity and Collaboration Tools
- Leveraging Chatter for internal collaboration
- Configuring tasks, reminders, and events
- Automating routine tasks and notifications
Sales Reports and Dashboards
- Developing custom sales reports
- Constructing dashboards to track performance
- Applying filters and charts for detailed insights
Best Practices and Mobile Usage
- Key best practices for sales users in Salesforce
- Accessing Salesforce via mobile devices
- Maintaining data integrity and pipeline hygiene
Recap and Future Steps
Requirements
- Familiarity with fundamental sales processes and terminology
- Previous experience with CRM systems or a keen interest in sales automation
- No prior experience with Salesforce is necessary
Target Audience
- Sales representatives and account managers
- Sales team leaders and business development specialists
- CRM users seeking to refine their sales pipeline management
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from £3200 + VAT*
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Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
