Salesforce Essential Training

Course details

If you work in sales or are looking for a job in sales, marketing, or account management, chances are you need to know Salesforce. It’s the world’s leading customer relationship management (CRM) tools, and it works for organizations large and small. In this course, join instructor Jamie Grettum as she focuses on how to use Salesforce effectively in a sales environment. Jamie covers key topics such as managing existing customers, tracking and converting leads, managing a sales pipeline of potential customers, and using the built-in features of Salesforce to analyze sales data and reporting. An ideal fit for anyone looking to get up and running quickly with Salesforce, this course covers the essentials of one of most in-demand CRMs on the market.

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 - Using your Developer org for the first time
05 - How is customer data organized in Salesforce
06 - How to navigate Salesforce
07 - Using search in Salesforce
08 - Rely on the Salesforce Home tab

2. Manage Current Customers as Accounts and Contacts

09 - How to create accounts
10 - How to add contacts to accounts
11 - How to create tasks
12 - Use list views
13 - Create custom list views
14 - Intelligence View for leads and contacts
15 - Navigate the Reports tab
16 - Use simple account and contact reports
17 - Create a report using the report builder
18 - Use custom filters in a Salesforce report

3. Manage Potential Deals as Opportunities

19 - What are opportunities in Salesforce
20 - How to create an opportunity
21 - Link contacts to opportunities
22 - How path can save you time
23 - Use the Kanban to keep opportunities updated
24 - How to use opportunity reports and dashboards
25 - Manage activities to move deals forward
26 - Stay organized using the calendar tab

4. Manage Prospects as Leads

27 - What are leads in Salesforce
28 - Manage a lead through qualification
29 - How to convert a lead to a customer

Conclusion

30 - Integrate Salesforce into your daily routine

Salesforce Essential Training

Authors

Jamie Grettum