Salesforce Administration: Sales and Marketing Applications

سرفصل های دوره

Salesforce has many out-of-the-box tools for its functionality as a customer relationship management (CRM) system. This course will teach you how to manage leads, enter and track opportunities, utilize Chatter, and work with campaigns.

1. Course Overview

1. Course Overview

2. Selling with Sales Cloud

1. Overview

2. Demo - Installing Course Examples

3. Managing and Converting Leads

4. Routing Leads to Sales Representatives

5. Demo - Leveraging Home Page Assistant

6. Demo - An Example Lead Conversion

7. Demo - Showing Sales Processes

8. Summary

3. Exploring Other Opportunity Details

1. Overview

2. Einstein Opportunity Scoring

3. Forecasting Opportunities

4. Demo - Setting up an Opportunity Forecast

5. Summary

4. Mastering Campaigns

1. Overview

2. Organizing Opportunities with Campaigns

3. Demo - Notifying Contacts on Campaign Leads

4. Utilizing Campaign Hierarchies

5. Demo - Setting up Campaign Structures

6. Summary

5. Reporting and Scoring

1. Overview

2. Staging the Scene for Sales Reporting

3. Demo - Creating Sales Reports and Dashboards

4. Considering Other Report Challenges

5. Summary

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تولید کننده: PluralSight