Salesforce Essential Training

Course details

If you work in sales or are looking for a job in sales, marketing, or account management, chances are you need to know Salesforce. It’s the world’s leading customer relationship management (CRM) tools, and it works for organizations large and small. In this course, join instructor Jamie Grettum as she focuses on how to use Salesforce effectively in a sales environment. Jamie covers key topics such as managing existing customers, tracking and converting leads, managing a sales pipeline of potential customers, and using the built-in features of Salesforce to analyze sales data and reporting. An ideal fit for anyone looking to get up and running quickly with Salesforce, this course covers the essentials of one of most in-demand CRMs on the market.

Concepts

Introduction

Learning the essentials of Salesforce

Getting Started with Salesforce

Accessing Salesforce through your company
Accessing Salesforce on your own
Using your Developer org for the first time
How is customer data organized in Salesforce
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
Intelligence View for leads and contacts
Navigate the Reports tab
Use simple account and contact reports
Create a report using the report builder
Use custom filters in a Salesforce report

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
Stay organized using the calendar tab

Manage Prospects as Leads

What are leads in Salesforce
Manage a lead through qualification
How to convert a lead to a customer

Conclusion

Integrate Salesforce into your daily routine