You can run your entire business on the Salesforce platform however, most companies use less than 10% of the powerful tool. This course is designed to help you get Return on Investment and expose you to all the different Clouds offered on the Salesforce platform. You will also explore how they work together and how you can consolidate all of your company’s needs into a multi-functional tool. This course is designed for department heads, team leads and C-suite execs looking to take their use of Salesforce to the next level.
Module 1: Licenses and Core Products
Explore the different license version available within Salesforce, what they mean, include and are limited too.
Module 2: Integration Capabilities & App Exchange
Explore all the integration capabilities with Salesforce, as well as additional applications
Module 3: Pipeline Management, Forecasting & Territory Management
Explore best practices around pipeline management, understand how to effectively forecast Sales for the entire organization, and understand the full capabilities of territory management within the Sales Cloud.
Module 4: Sales Productivity
Explore common productivity tools such as email integration, mobile app, Salesforce knowledge & chatter to learn how your team can spend less time on processes and more time on selling.
Module 5: Reports and Dashboards
Explore best practices for reporting on data and visualizing it with dashboards. Learn how to create, display and share reports with specific team members and some best practices around the process.
Module 6: Building Sales Processes
Explore creating processes and automating repetitive tasks to your team.
Module 7: Opportunity Management
Module 7 goes beyond basic opportunity management to explore the functionality of price books, quotes, product schedules, assets to help your team consolidate all sales functions into the Sales Cloud.