Share Description
In this course, you will :
- focuses on Salesforce's use in a sales environment
- covers important topics such as managing existing customers, tracking and converting leads, managing a sales pipeline of potential sales, and utilising Salesforce's built-in features for analysing sales data and reporting.
Syllabus :
1. Getting Started with Salesforce
- Accessing Salesforce through your company
- Accessing Salesforce on your own
- How Salesforce organizes your customer data
- How to navigate Salesforce
- Using search in Salesforce
- Rely on the Salesforce home tab
2. Manage Current Customers as Accounts and Contacts
- How to create accounts
- How to add contacts to accounts
- How to create tasks
- Use list views
- Create custom list views
- Use simple account and contact reports
3. Manage Potential Deals as Opportunities
- What are opportunities in Salesforce?
- How to create an opportunity
- Link contacts to opportunities
- How Path can save you time
- Use the Kanban to keep opportunities updated
- How to use opportunity reports and dashboards
- Manage activities to move deals forward
4. Manage Prospects as Leads
- What are leads in Salesforce
- Managing a lead through qualification
- How to convert a lead into a customer
