Salesforce.com: for Sales Representatives

Overview

Building strong relationships with your customers is the key to sales success. Salesforce® is a powerful tool that enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers.

Objectives

In this course, students will use Salesforce CRM to increase sales. Students will:
  • Get started with the Salesforce environment.
  • Optimize lead flow.
  • Manage ongoing sales processes.
  • Manage the opportunity pipeline.
  • Streamline the sales process with reports and dashboards.

Audience

Students taking this course are sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. Students may be selling products or services. Students may or may not be familiar with other customer relationship management (CRM) systems and may be new to Salesforce CRM™.

Syllabus

Getting Started with Salesforce

  • Set Up Salesforce Developer Edition
  • Orientation to the Salesforce Interface
  • The Sales Process

Optimizing Lead Flow

  • Identify Lead Sources
  • View Existing Leads
  • Manage Leads
  • Perform Common Lead Activities

Managing Ongoing Sales Processes

  • Convert Leads
  • Manage Accounts
  • Manage Contacts

Managing the Opportunity Pipeline

  • Manage Opportunities
  • Perform Common Opportunity Activities
  • Close Opportunities

Streamlining Your Sales Process with Reports and Dashboards

  • View Reports
  • View Dashboards

Training provider

Teaching mode:
Classroom - Instructor Led
Online - Instructor Led
Duration: 1 day
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Our pricing

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Top skills covered in this course

Customer relationship management
Worldwide
This skill has an average salary of
US$73,170
and is mentioned in
2.79%
of job ads.