While Salesforce is capable of running your entire business, most companies use less than 10% of this powerful tool. The Manager course has been curated to help maximize your return on investment and introduce Sales cloud features you’re paying for, you need, and didn’t know you already had. The course then extends beyond just Sales cloud to provide a high-level understanding of the various Clouds offered by Salesforce so you can then discover what other tools are available for your company to adopt and implement. You will explore how these clouds work together and how you can consolidate all of your company’s needs into a multi-functional tool. This is an ideal course for department heads, team leads and C-suite executives looking to take their use of Salesforce to the next level. Full Day 9:30- 4:30 EST
Module 1: Licenses and Core Product
Explore the different license versions available within Salesforce, what they mean, include and are limited to.
Module 2: Pipeline Management, Forecasting & Territory Management
Explore best practices around pipeline management, understand how to effectively forecast Sales for the entire organization, and the full capabilities of territory management within Sales Cloud.
Module 3: 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 4: 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 5: Building Sales Processes
Explore creating processes and automating repetitive tasks for your team.
Module 6: Opportunity Management
Go beyond basic opportunity management and explore the functionality of price books, quotes, product schedules, and assets.
Module 7: Integration Capabilities & App Exchange
Explore customization via integration capabilities and the App Exchange
Module 8: Marketing Cloud
Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services. Explore this platform for marketers that allows them to create and manage marketing relationships and campaigns with customers.
Module 9: Commerce Cloud
Commerce Cloud is a multi-tenant, cloud-based commerce platform that empowers brands to create intelligent, unified buying experiences across all channels — mobile, social, web, and store.
Module 10: Community Cloud
That is designed to connect and facilitate communication among an organization’s employees, partners and customers. Management can use it to communicate more efficiently with channel partners and other external parties.
Module 11: Service Cloud
A customer relationship management (CRM) platform for customer service and support, based on the company’s CRM software for sales professionals.
Module 12: Next Steps.
After a full day of learning, the session will leave you wanting to learn more. The instructor will direct you on resources available to further explore Salesforce and next steps.