This 2.5 hour workshop, catered to onboarded new and daily Salesforce users, will provide insight into the full functionality of Salesforce Sales Cloud and best practices that can be implemented into your organization. Ensure you are fully utilizing the powerful features of Salesforce; we’ll help ensure you’re well-knowledged to get the most out of your CRM tool.
This Workshop is Ideal for:
- Onboarding new Salesforce users
- Daily Salesforce Sales Cloud End-Users
- Those looking for a basic refresher
- Companies not fully utilizing the powerful features of Salesforce
Workshop Agenda:
Module 1: Understanding Salesforce
Module 2: Leads, Opportunities & Campaigns
Module 3: Cases & Customer Experience
Module 4: Reports & Dashboards
Module 5: Email Sync & Mobile Access
Module 6: Next Steps & Questions
Prerequisite: None
Certification Received: HTT End User Certificate