Salesforce for Sales Managers

Course details

Do you already have a basic understanding of how to manage teams inside of Salesforce? If so, you're ready to dive deeper into this popular CRM solution, and learn how to navigate Salesforce like a power user. In this course, Christine Pereira explains how to get the most out of all of the capabilities offered in Salesforce. Christine shows how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. She also goes into how to manage and transfer leads to others on your sales team, leverage visual tools such as dashboards to help you visualize your revenue goals and sales pipeline, create team sales reports, and more.

Learning objectives
Describe the various reports in Salesforce and what information they provide.
Explain how products and price books are used in Salesforce.
Differentiate between forecasts and custom reports.

Concepts

0. Introduction

01 - Welcome
02 - What to know before watching this course
03 - The importance of rules and quality data

1. Lead and Opportunity Management

04 - Understand the leads lifecycle
05 - How to view and assign leads
06 - The importance of tracking
07 - View team leads and opportunities
08 - Transfer leads and opportunities

2. Reporting

09 - Create basic sales reports
10 - Create reports by salesperson
11 - Create reports by teams
12 - Create a goals-based dashboard
13 - View your sales pipeline with dashboards

3. Products and Price Books

14 - How products and price books are used in Salesforce
15 - How to set up a price book
16 - How to set up a product

4. Forecasting

17 - How are forecasts used
18 - View and adjust forecasts
19 - View quotas in forecasts

Conclusion

20 - Next steps