Salesforce: Sales Automation for Salespeople
41mBeginner2022-12-16
Authors
Christine Volden
Founder of SoulfulSelling.com
Course details
Increase your productivity, regardless of your location, by using Salesforce automation tools. Sales automation saves time and increases productivity, but it takes some time and effort to set up. In this course, Salesforce expert Christine Volden shows you how to set up your dashboard to automate tasks. Learn how to set up Sales Dialer, which sets up calls to dial automatically. Find out how to sync your email inbox and capture insights from Einstein activity capture and Einstein Lead Scoring. Explore ways to set up a sales cadence and a work queue to help you stay on top of important tasks. Plus, discover additional automation apps available through the Salesforce app exchange.
Skills covered
Salesforce.comSalesforceCRM SoftwareCustomer ServiceSalesPersonaBusiness Software and Tools
Concepts
Introduction
- Introduction to sales automation
- What you should know
- Sales tasks that can be automated in Salesforce
What and How to Automate
- Set up automation
- Email sync and calendar sync setup
- How to use synced accounts
Set Up Automation
- Sales dialer
- Email templates
- Einstein Email Insights
- Einstein Lead Scoring
Sales Cadences
- Why sales cadences are important
- Setting up a sales cadence
- Reporting for sales cadence
Work Queues
- What are work queues
- Setting up a work queue
- Salesforce AppExchange
Conclusion
- Conclusion and additional resources