Cursusaanbod

Getting Started with Salesforce Sales Cloud

  • Introduction to Salesforce for Sales
  • Salesforce interface and navigation
  • Understanding the Salesforce ecosystem

Lead and Contact Management

  • Creating, importing, and qualifying leads
  • Converting leads into contacts and accounts
  • Tracking communication and follow-up tasks

Opportunity and Pipeline Management

  • Creating and managing opportunities
  • Sales stages, forecasts, and pipeline views
  • Using products, quotes, and price books

Account and Activity Management

  • Managing accounts and related records
  • Logging calls, meetings, and emails
  • Using activity timelines and calendars

Productivity and Collaboration Tools

  • Using Chatter for internal collaboration
  • Setting up tasks, reminders, and events
  • Automating routine tasks and notifications

Sales Reports and Dashboards

  • Creating custom sales reports
  • Building dashboards to track performance
  • Using filters and charts for deeper insights

Best Practices and Mobile Use

  • Salesforce best practices for sales users
  • Accessing Salesforce on mobile devices
  • Maintaining data quality and pipeline hygiene

Summary and Next Steps

Vereisten

  • An understanding of basic sales processes and terminology
  • Experience with CRM usage or interest in sales automation
  • No prior Salesforce experience is required

Audience

  • Sales representatives and account managers
  • Sales team leaders and business development professionals
  • CRM users aiming to improve sales pipeline management
 14 Uren

Leveringsopties

PRIVÉGROEPSTRAINING

Onze identiteit draait om het leveren van precies wat onze klanten nodig hebben.

  • Pre-cursusgesprek met uw trainer
  • Aanpassing van de leerervaring om uw doelen te bereiken -
    • Op maat gemaakte overzichten
    • Praktische, praktische oefeningen met gegevens / scenario's die herkenbaar zijn voor de cursisten
  • Training gepland op een datum naar keuze
  • Gegeven online, op locatie/klaslokaal of hybride door experts die ervaring uit de echte wereld delen

Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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