Salesforce Essential Training (2021)
1h 8mBeginner2021-05-10
Authors
Jamie Grettum
Salesforce Trainer, Coach, and CRM Business Analyst
Course details
If you work in sales or are looking for a job in sales, chances are you need to know Salesforce, one of the world’s top customer relationship management (CRM) tools. In this course, Jamie Grettum focuses on how to use Salesforce in a sales environment. Jamie covers key topics like managing existing customers, tracking and converting leads, managing a sales pipeline of potential sales, and using the built-in features of Salesforce for analyzing sales data and reporting. If you need to quickly get up and running with Saleforce, Jamie gets you up to speed with the essentials of this in-demand CRM.
Skills covered
Salesforce.comSalesforceCRM SoftwareCustomer ServiceSalesEssential TrainingBusiness Software and Tools
Concepts
Introduction
- Learning the essentials of Salesforce
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
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
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
Manage Prospects as Leads
- What are leads in Salesforce
- Managing a lead through qualification
- How to convert a lead into a customer
Conclusion
- Next steps