A Business Manager's Complete Guide to SalesForce CRM

BY
Udemy

Mode

Online

Fees

₹ 2299

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course and certificate fees

Fees information
₹ 2,299
certificate availability

Yes

certificate providing authority

Udemy

The syllabus

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

  • 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

eBook - Teach Yourself VISUALLY Salesforce.com

  • Part 1: Teach Yourself VISUALLY SalesForce.com eBook
  • Part 2: Teach Yourself VISUALLY SalesForce.com eBook
  • Part 3: Teach Yourself VISUALLY SalesForce.com eBook
  • Part 4: Teach Yourself VISUALLY SalesForce.com eBook

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