Complete Salesforce Classic and Mobile New User Training
What you’ll learn
Close More Deals
Manage Accounts Effectively in Salesforce
Market Efficiently and Measure Marketing Effectiveness in Salesforce
Service Client Relationships and Provide Exceptional Customer Support
Run Your Business From Your Phone with the Salesforce1 Mobile App
Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
Understand the Salesforce Platform as a Whole – Marketing, Sales, Service and Analytics
Requirements
No prior Salesforce Experience is Required.
I will show you how to sign up for your own free Salesforce account that you can keep for life!
Description
After Thousands of Udemy Survey ratings for my courses, the students have spoken:”Are you learning valuable information?” 99.6% answered YES”Are the explanations of the concepts clear?” 99.8% answered YES”Is the instructor knowledgeable about the topic?” 99.9% answered YESIf you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.This course covers:Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.Customer Relationship Management Fundamentals as specifically performed on the Salesforce PlatformEncompasses the entire lifecycle of the typical sales process from
Marketing (Attract Customers)Sales (Attain Customers)Service (Retain Customers)In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You’ll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!
Overview
Section 1: Introduction and Getting Started with Salesforce
Lecture 1 Introduction and My Bio
Lecture 2 Signing Up for a Free Salesforce Account
Lecture 3 Signing In to Salesforce and Touring the User Interface – Getting Oriented
Lecture 4 Using The Salesforce Home Page – Search, Create New, Recycle, Calendar & Tasks
Section 2: Personalizing Salesforce
Lecture 5 Salesforce Personalization Introduction
Lecture 6 Setting Up Your ‘My Profile’ Page in Salesforce
Lecture 7 Using the My Settings Menu & Modifying Your Personal Information in Salesforce
Lecture 8 Customizing Your Display and Layout Settings in Salesforce
Section 3: ATTRACT – Marketing Management, Automation and Optimization in Salesforce
Lecture 9 Introduction to Marketing Management, Automation, and Optimization
Lecture 10 Lead Management in Salesforce
Lecture 11 Corresponding with Leads in Salesforce
Lecture 12 Lead Collaboration with Chatter
Lecture 13 Creating Campaigns in Salesforce
Lecture 14 Creating Target Lists in Salesforce by Adding Leads to a Campaign
Lecture 15 Executing Campaigns in Salesforce
Lecture 16 Tracking Campaign Responses in Salesforce
Lecture 17 Campaign Collaboration with Chatter
Section 4: ATTAIN – Sales Management, Automation and Optimization in Salesforce
Lecture 18 Sales Management, Automation, and Optimization Introduction
Lecture 19 Introducing and Understanding the Account Record in Salesforce
Lecture 20 Team-based Selling with Account Teams in Salesforce
Lecture 21 Corresponding with Accounts in Salesforce for Effective Account Management
Lecture 22 Account Collaboration with Chatter
Lecture 23 The Contact Record – a.k.a. The Record Formerly Known as a Lead
Lecture 24 Corresponding with Contacts in Salesforce
Lecture 25 Contact Collaboration with Chatter
Lecture 26 Understanding The Opportunity Record in Salesforce and Your Sales Process
Lecture 27 Contact Roles on Opportunities – Decision Makers, Influencers Buyers, & More
Lecture 28 Team Based Selling with Opportunity Teams in Salesforce
Lecture 29 Using Salesforce Content to Equip Sales Reps
Lecture 30 Assigning Influential Campaigns to Opportunities to Measure ROI
Lecture 31 Spring ’17 Update – Displaying Campaign Influence Related List on Opportunities
Lecture 32 Opportunity Collaboration with Chatter
Section 5: RETAIN – Servicing Your Contacts and Accounts with the Salesforce Service Cloud
Lecture 33 Introducing and Understanding the Case Record
Lecture 34 Service Cloud Introduction
Lecture 35 Creating, Managing and Closing Cases in Salesforce
Lecture 36 Introducing the Salesforce Service Console
Lecture 37 Working in Queues
Lecture 38 Case Automation in Salesforce
Lecture 39 Case Collaboration with Chatter
Section 6: Monitoring and Analytics with Reports and Dashboards
Lecture 40 Salesforce Reports and Dashboards Introduction
Lecture 41 Common Types of Reports in Salesforce
Lecture 42 Creating Reports in Salesforce
Lecture 43 Customizing Reports and Creating Reports Folders in Salesforce
Lecture 44 Salesforce Report Scheduling and Automation
Lecture 45 Common Types of Dashboards and Their Components in Salesforce
Lecture 46 Creating Dashboards in Salesforce
Lecture 47 Customizing Dashboards in Salesforce
Lecture 48 Salesforce Dashboard Scheduling and Automation
Section 7: Run Your Business From Your Phone with the Salesforce1 Mobile Application
Lecture 49 The Saleforce Mobile App Introduction (formerly ‘Salesforce1’)
Lecture 50 Touring the Salesforce Mobile User Interface, Navigation, and Global Actions
Lecture 51 Performing Common Marketing Actions in Salesforce1
Lecture 52 Performing Common Sales Functions in Salesforce1
Lecture 53 Performing Common Service Functions in Salesforce1
Section 8: Salesforce Performance Enhancements and Productivity Hacks
Lecture 54 Helpful Productivity Tips for Salesforce Users
Section 9: In Conclusion – Next Steps
Lecture 55 In Conclusion … Thank You and Here’s What’s Next!
Lecture 56 Bonus: Free Courses and Coupons and Podcast
This course is meant for new users of the Salesforce platform.,This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform,This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs.
Course Information:
Udemy | English | 6h 31m | 2.93 GB
Created by: Mike Wheeler
You Can See More Courses in the Office Productivity >> Greetings from CourseDown.com