A Business Manager's Complete Guide to SalesForce CRM
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A Business Manager's Complete Guide to SalesForce CRM at UDEMY Overview
Duration | 4 hours |
Total fee | ₹649 |
Mode of learning | Online |
Credential | Certificate |
A Business Manager's Complete Guide to SalesForce CRM at UDEMY Highlights
- Earn a Certificate of completion from Udemy
- Learn from 2 downloadable resources
- Get full lifetime access of the course material
- Comes with 30 days money back guarantee
A Business Manager's Complete Guide to SalesForce CRM at UDEMY Course details
- For Salesforce.com users from Beginner to Management
- For Sales Professionals and Account Managers required to effectively manage sales processes and relationships using Salesforce.com
- Effectively use Chatter; post, follow and make comments improving communication and collaboration with co-workers
- Plan out sales stages and strategies in Salesforce.com
- Filter and sort Leads, Accounts, Contacts, Opportunities and other lists with ease
- Learn the fundamentals of Views, Reports Dashboards
- Identify coaching opportunities and best practices for the Sales Manager role
- This course will teach you how to create a customer-focused business that will keep customers satisfied and coming back for more
- You'll master how to use SalesForce to improve your company's customer service, whether you operate a service-based or product-based business
- By learning the ins and outs of this valuable customer relationship management program, your sales and service teams will be at the top of their game
- Throughout this course, you'll master how to use this in-demand software to reduce costs and increase profitability every day
- You'll also learn how to effectively track sales opportunities, run reports and create dashboards, and connect SalesForce to your social networks
- You'll be guided through the interface and learn how to plan and track activities, as well as use the Chatter feature to collaborate with co-workers
- You'll even cover how to connect SalesForce to your social networks so you can maintain contact with customers there as well
- Finally, you'll learn how to manage a successful sales team by using the tools available in Salesforce
A Business Manager's Complete Guide to SalesForce CRM at UDEMY Curriculum
Getting to Know Salesforce.com
Understanding CRM Concepts
Navigating the User Interface and Finding Records
Planning and Tracking Your Activities
Using Salesforce.com with Microsoft Outlook
Collaborating with Chatter for Salesforce.com
Getting More Help
Using Salesforce.com for Sales
Managing Leads
Working With Accounts and Contacts
Tracking Sales Opportunities
Collaborating on Account and Opportunity Management
Managing Your Day with Salesforce
Working with Reports and Dashboards
Understanding Reports and Dashboards
Running Existing Reports
Customizing Existing Reports
Using the Report Builder - the Basics
Creating Dashboards - the Basics
Accelerating Success - Going Deeper with Salesforce.com
Connecting Salesforce.com to Your Social Networks
Importing Accounts and Contacts
Importing Leads and Improving Data with Data.com
Creating Custom Views
Configuring Salesforce to Your Preferences
Managing a Sales Team with Salesforce.com
Planning the Sales Cycle
Running Sales Team Meetings with Salesforce
Collaborating with Your Sales Team
Identifying Coaching Opportunities
Accelerating Success: Best Practices for the Sales Manager
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