Salesforce Essential Training (2021)

1h 8mBeginner2021-05-10

Authors

Jamie Grettum

Salesforce Trainer, Coach, and CRM Business Analyst

Course details

If you work in sales or are looking for a job in sales, chances are you need to know Salesforce, one of the world’s top customer relationship management (CRM) tools. In this course, Jamie Grettum focuses on how to use Salesforce in a sales environment. Jamie covers key topics like managing existing customers, tracking and converting leads, managing a sales pipeline of potential sales, and using the built-in features of Salesforce for analyzing sales data and reporting. If you need to quickly get up and running with Saleforce, Jamie gets you up to speed with the essentials of this in-demand CRM.

Skills covered

Salesforce.comSalesforceCRM SoftwareCustomer ServiceSalesEssential TrainingBusiness Software and Tools

Concepts

0. Introduction

01 - Learning the essentials of Salesforce

1. Getting Started with Salesforce

02 - Accessing Salesforce through your company
03 - Accessing Salesforce on your own
04 - How Salesforce organizes your customer data
05 - How to navigate Salesforce
06 - Using search in Salesforce
07 - Rely on the Salesforce home tab

2. Manage Current Customers as Accounts and Contacts

08 - How to create accounts
09 - How to add contacts to accounts
10 - How to create tasks
11 - Use list views
12 - Create custom list views
13 - Use simple account and contact reports

3. Manage Potential Deals as Opportunities

14 - What are opportunities in Salesforce
15 - How to create an opportunity
16 - Link contacts to opportunities
17 - How Path can save you time
18 - Use the Kanban to keep opportunities updated
19 - How to use opportunity reports and dashboards
20 - Manage activities to move deals forward

4. Manage Prospects as Leads

21 - What are leads in Salesforce
22 - Managing a lead through qualification
23 - How to convert a lead into a customer

Conclusion

24 - Next steps