Salesforce.com: Sales Cloud for Sales Representatives

Overview Building strong relationships with your customers is the key to sales success. The Salesforce CRM™ customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce® in the real world—ultimately enabling you to meet and exceed your sales targets. Course Objectives In this course, you will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition. _ You will: Create a basic Salesforce Sales Cloud environment and navigate the interface. Optimize lead qualification. Manage accounts and contacts. Manage the opportunity pipeline. Use Salesforce email. Work with reports and dashboards. Target Student This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM. Prerequisites To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications. Course Content Lesson 1: Getting Started with Salesforce Topic A: Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition Topic B: Navigate the Salesforce LE Interface Topic C: Navigate in the Salesforce Classic Interface Lesson 2: Optimizing Lead Qualification Topic A: View Leads Topic B: Manage Leads Topic C: Work Leads Topic D: Convert Leads Lesson 3: Managing Accounts and Contacts Topic A: Manage Accounts Topic B: Manage Contacts Lesson 4: Managing the Opportunity PipelineTtopic A: Manage Opportunities Topic A: Manage Opportunities Topic B: Work Opportunities Topic C: Close Opportunities Lesson 5: Using Salesforce Email Topic A: Use Salesforce Email in Salesforce Classic Topic B: Use Salesforce Email in Salesforce LE Lesson 6: Working with Reports and Dashboards Topic A: View Reports and Dashboards Topic B: Create and Edit Reports and Dashboards Appendix A: Extending Salesforce with AppExchange