A Business Managers Complete Guide to SalesForce CRM
What you’ll learn
Become a Salesforce.com power user, fluent in key terminology and proficient in the functionality.
Learn how to integrate outlook emails, contacts, appointments and keep synchronized.
Effectively use Chatter; post, follow and make comments improving communication and collaboration with co-workers.
Plan out sales stages and strategies in Salesforce.com.
Filter and sort Leads, Accounts, Contacts, Opportunities and other lists with ease.
Learn the fundamentals of Views, Reports Dashboards.
Identify coaching opportunities and best practices for the Sales Manager role.
Requirements
Best when viewed using Google Chrome, also works with other Internet browsers.
Description
This course will teach you how to create a customer-focused business that will keep customers satisfied and coming back for more.You’ll master how to use SalesForce to improve your company’s customer service, whether you operate a service-based or product-based business.By learning the ins and outs of this valuable customer relationship management program, your sales and service teams will be at the top of their game.Learn How to Effectively Use SalesForce to Manage Customer RelationsManage Leads and Track Opportunities to Increase SalesCreate Reports, Collaborate, and Manage a Sales TeamConnect to Social Networks and Improve Customer SatisfactionBoost Customer Satisfaction and Sales in Any Business by Using SalesForceWith a customer relationship management (CRM) program like Salesforce, you’ll have the tools necessary to encourage and maintain customer loyalty, and this could lead to increased profits.Throughout this course, you’ll master how to use this in-demand software to reduce costs and increase profitability every day.Topics covered include planning and tracking activities, collaborating with coworkers, and managing leads.You’ll also learn how to effectively track sales opportunities, run reports and create dashboards, and connect SalesForce to your social networks.Contents and OverviewThis course starts off with an introduction to SalesForce, so it’s ideal even for complete beginners.You’ll be guided through the interface and learn how to plan and track activities, as well as use the Chatter feature to collaborate with co-workers.You’ll also learn how to integrate SalesForce with Microsoft Outlook so you can sync emails, contacts, tasks, and appointments to easily share them with colleagues.In addition to easy collaboration, you can also use SalesForce to generate sales, so you’ll learn how to manage leads, work with accounts and contacts, and track sales opportunities.To track your progress, you’ll learn about Views, Reports, and Dashboards. You’ll create standard and custom reports using the report builder, and you’ll use your report data to create a dashboard.You’ll even cover how to connect SalesForce to your social networks so you can maintain contact with customers there as well.And you’ll tackle how to create custom views, configure preferences, and import data to make SalesForce work for your specific needs.Finally, you’ll learn how to manage a successful sales team by using the tools available in Salesforce. You’ll be able to run team meetings and become the best sales manager possible.Regardless of your prior experience with SalesForce, you’ll be proficient in the software by the time you complete this course. Completing this course will help you keep track of your customers’ feedback, figure out ways to meet customer needs more effectively, and increase sales through improved customer satisfaction, regardless of what industry you work in.
Overview
Section 1: Getting to Know Salesforce.com
Lecture 1 Understanding CRM Concepts
Lecture 2 Navigating the User Interface and Finding Records
Lecture 3 Planning and Tracking Your Activities
Lecture 4 Using Salesforce.com with Microsoft Outlook
Lecture 5 Collaborating with Chatter for Salesforce.com
Lecture 6 Getting More Help
Section 2: Using Salesforce.com for Sales
Lecture 7 Managing Leads
Lecture 8 Working With Accounts and Contacts
Lecture 9 Tracking Sales Opportunities
Lecture 10 Collaborating on Account and Opportunity Management
Lecture 11 Managing Your Day with Salesforce
Section 3: Working with Reports and Dashboards
Lecture 12 Understanding Reports and Dashboards
Lecture 13 Running Existing Reports
Lecture 14 Customizing Existing Reports
Lecture 15 Using the Report Builder – the Basics
Lecture 16 Creating Dashboards – the Basics
Section 4: Accelerating Success – Going Deeper with Salesforce.com
Lecture 17 Connecting Salesforce.com to Your Social Networks
Lecture 18 Importing Accounts and Contacts
Lecture 19 Importing Leads and Improving Data with Data.com
Lecture 20 Creating Custom Views
Lecture 21 Configuring Salesforce to Your Preferences
Section 5: Managing a Sales Team with Salesforce.com
Lecture 22 Planning the Sales Cycle
Lecture 23 Running Sales Team Meetings with Salesforce
Lecture 24 Collaborating with Your Sales Team
Lecture 25 Identifying Coaching Opportunities
Lecture 26 Accelerating Success: Best Practices for the Sales Manager
Section 6: eBook – Teach Yourself VISUALLY Salesforce.com
Lecture 27 Part 1: Teach Yourself VISUALLY SalesForce.com eBook
Lecture 28 Part 2: Teach Yourself VISUALLY SalesForce.com eBook
Lecture 29 Part 3: Teach Yourself VISUALLY SalesForce.com eBook
Lecture 30 Part 4: Teach Yourself VISUALLY SalesForce.com eBook
Salesforce.com users from Beginner to Management,Sales Professionals and Account Managers required to effectively manage sales processes and relationships using Salesforce.com.
Course Information:
Udemy | English | 10h 9m | 2.39 GB
Created by: John Wiley & Sons
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