The Ultimate Beginner’s Guide to Salesforce and CRM

سرفصل های دوره

Comprehensive introduction to CRM & Salesforce from a Salesforce Consulting Leader with over 20 years of Experience!

1. Meet Your Instructor

1. Breaking the Ice Meet Your Course Instructor and the Teaching Techniques Used

2. Customer Relationship Management - A Comprehensive Introduction

1. Business to Consumer (B2C) and Business to Business (B2B) Transactions

2. What is a CRM

3.1 CRM AND SALESFORCE.pdf

3. Key Functions of a CRM

4. Google Sheet as a CRM

3. Need for CRM and its Key Users

1. Need for a Robust CRM System

2.1 CRM AND SALESFORCE 2.pdf

2. Various Teams That Use CRM and Need for Centralized CRM System

4. CRM Names and Key Business Considerations for Selecting a CRM System

1. List of CRM Names and Business Considerations for CRM Selection - Part 1

2. Business Considerations for CRM Selection - Part 2

3. Business Considerations for CRM Selection - Part 3

5. Introduction to Salesforce

1. What is Salesforce

2. Pre-Built Apps (Part 2)

3. Industry Specific Offerings

4. App Exchange and Platform As A Service Capabilities

6. From Idea to Inception - Lifecycle of a Salesforce Project

1. Idea to Inception

2. Typical Roles in a Salesforce Project

3. Ongoing Salesforce Implementation Enhancements

7. Salesforce Hands-On Activities

1. Spin up a Salesforce Org

2. Review Setup Page and Understand Terminologies

3. Salesforce Screen Walkthrough

4. Create a Custom Application

5. Record Creation

6. Quick Recap!

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تولید کننده: Udemy-Training