Salesforce.com - Sales Cloud for Sales Representatives

1 Days

6 CPD hours

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.

In this course, students will create and manage records in the trial version of Salesforce© Sales Cloud© Lightning Enterprise Edition.Students will:- 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 will give students the knowledge and skills they need to use Salesforce© in the real world?ultimately enabling them to meet and exceed their sales targets.

Getting Started with Salesforce

• Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
• Navigate the Salesforce LE Interface
• Navigate in the Salesforce Classic Interface

Optimizing Lead Qualification

• View Leads
• Manage Leads
• Work Leads
• Convert Leads

Managing Accounts and Contacts

• Manage Accounts
• Manage Contacts

Managing the Opportunity Pipeline

• Manage Opportunities
• Work Opportunities
• Close Opportunities

Using Salesforce Email

• Use Salesforce Email in Salesforce Classic
• Use Salesforce Email in Salesforce LE

Working with Reports and Dashboards

• View Reports and Dashboards
• Create and Edit Reports and Dashboards