Salesforce.com: Sales Cloud for Sales Representatives Course Outline
Building strong relationships with your customers is the key to sales success. The Salesforce CRM™ customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce® in the real world—ultimately enabling you to meet and exceed your sales targets.
In this course, you will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition.
Create a basic Salesforce Sales Cloud environment and navigate the interface.
Optimize lead qualification.
Manage accounts and contacts.
Manage the opportunity pipeline.
Use Salesforce email.
Work with reports and dashboards.
This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM.
To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications.
Lesson 1: Getting Started with Salesforce
Topic A: Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
Topic B: Navigate the Salesforce LE Interface
Topic C: Navigate in the Salesforce Classic Interface
Lesson 2: Optimizing Lead Qualification
Topic A: View Leads
Topic B: Manage Leads
Topic C: Work Leads
Topic D: Convert Leads
Lesson 3: Managing Accounts and Contacts
Topic A: Manage Accounts
Topic B: Manage Contacts
Lesson 4: Managing the Opportunity PipelineTtopic A: Manage Opportunities
Topic A: Manage Opportunities
Topic B: Work Opportunities
Topic C: Close Opportunities
Lesson 5: Using Salesforce Email
Topic A: Use Salesforce Email in Salesforce Classic
Topic B: Use Salesforce Email in Salesforce LE
Lesson 6: Working with Reports and Dashboards
Topic A: View Reports and Dashboards
Topic B: Create and Edit Reports and Dashboards
Appendix A: Extending Salesforce with AppExchange
View outline in Word