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Manage Your Partner Relationships with Sales Cloud PRM

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Free Online Course: Manage Your Partner Relationships with Sales Cloud PRM provided by Trailhead is a comprehensive online course, which lasts for 4 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
4 hours worth of material
Self Paced
Overview

  • Create engaging partner experiences with Sales Cloud Partner Relationship Management (PRM).

    • Personalize the partner experience to boost channel sales.
    • Learn how Sales Cloud PRM can help you achieve your channel sales goals.
    • Learn best practices for channel sales and partner portal management in Sales Cloud.
    • Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
    • Learn how to deliver seamless customer engagement with Distributed Marketing.

Syllabus

    • Channel Sales for Partners
      • Personalize the Partner Experience
      • Reimagine Your Partner Training and Onboarding
      • Expand Channel Sales Online
      • Boost Sales with Connected Partner Portals
    • Partner Relationship Management
      • Get to Know Sales Cloud PRM
      • Automate Onboarding
      • Accelerate Channel Sales
      • Amplify Channel Marketing
      • Analyze Performance and Deliver Service
      • Deploy Fast and Personalize the Experience
    • Channel Management and Partner Portal Strategy
      • Develop Your Channel Strategy
      • Establish the Foundation of Your Portal
      • Set Goals for Your Channel
      • Recruit and Onboard Your Channel Partners
      • Manage and Grow Your Channel
    • Salesforce CPQ Basics
      • Get Started with Salesforce CPQ
      • Learn About Quotes
      • Select Products
      • Calculate Prices
      • Generate PDF Quotes
      • Manage Contracts and Renewals
    • Brand Alignment in Distributed Organizations
      • Identify Shifting Customer Expectations
      • Position Marketers and Nonmarketers for Success in a Distributed Organization
      • Deliver Seamless Customer Engagement with Distributed Marketing

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