課程簡介
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
最低要求
- 了解基本的銷售流程和術語
- 有CRM使用經驗或對銷售自動化感興趣
- 無需具備Salesforce相關經驗
目標受眾
- 銷售代表和客戶經理
- 銷售團隊領導和業務發展專業人士
- 希望改善銷售管道管理的CRM用戶
客戶評論 (4)
与学生的互动方式
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
機器翻譯
幸運的是,我和我的教練是一對一的。這非常好。維克多按照我的節奏工作,他清楚地解釋了事情,我對結果非常滿意。
Craig - Superior Minerlas
Course - Salesforce for End Users
機器翻譯
應用場景介紹
Rachel - ge ren
Course - Salesforce CPQ for Administrators
機器翻譯
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.