Salesforce.com® for Sales Representatives
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Salesforce.com® for Sales Representatives
Course Description
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. This course will give you the knowledge and skills you need to use Salesforce in the real world—ultimately enabling you to meet and exceed your sales targets.
Course Objectives:
In this course, you will use Salesforce CRM to increase your sales.
You will:
Target Student:
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
Course Content
Lesson 1: Getting Started with Salesforce
Topic A: Set Up Salesforce Developer Edition
Topic B: Orientation to the Salesforce Interface
Topic C: The Sales Process
Lesson 2: Optimizing Lead Flow
Topic A: Identify Lead Sources
Topic B: View Existing Leads
Topic C: Manage Leads
Topic D: Perform Common Lead Activities
Lesson 3: Managing Ongoing Sales Processes
Topic A: Convert Leads
Topic B: Manage Accounts
Topic C: Manage Contacts
Lesson 4: Managing the Opportunity Pipeline
Topic A: Manage Opportunities
Topic B: Perform Common Opportunity Activities
Topic C: Close Opportunities
Lesson 5: Streamlining Your Sales Process with Reports and Dashboards
Topic A: View Reports
Topic B: View Dashboards
Appendix A: Extending Salesforce with AppExchange
Appendix B: Integrating Salesforce with Microsoft Office and Google Apps