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Spend less time managing data, and more time closing deals. Learn to use Salesforce Lightning to manage your sales pipelines.
Salespeople are responsible for knowing their customers inside and out. This means staying on top of contacts, as well as revenue numbers, product releases, and related news. Salesforce is the leading CRM for managing this data throughout the sales cycle. With the new Lightning platform, which saves reps time and maximizes sales productivity, there's no better time to get started using it. Watch this introductory course to explore Salesforce for managing sales clients and leads, as well as the many tasks associated with closing deals.
Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.
Overview
Syllabus
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Introduction
- Welcome
- What is Salesforce and why do I need Ii?
- Learn the different Salesforce products
- What you need to know before watching
- How to access your Salesforce account
- Understand the homepage
- How to navigate Salesforce
- Customize profile and user setting
- How to create accounts
- How to create contacts
- How to create tasks and activities
- How to create leads
- How to create opportunities
- How the Salesforce objects relate
- Create parent accounts
- How to set up an account team
- Best practices for accounts
- Best practices for contacts
- How to add leads
- Convert leads into opportunities
- Creating opportunities
- Opportunities and the sales pipeline
- Use simple lead reports
- How to use opportunity reports
- The importance of tasks
- Leverage tasks from the homepage
- How to create new tasks
- Complete tasks and follow-ups
- Understand data quality
- How to improve the quality of data
- Lightning vs. Classic view
- Use Salesforce on mobile
- Saving reports in folders
- Customizing reports
- Dashboards
- Next steps
