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- Level: Beginner
- Duration: 01h 14m
- Release date: 2021-05-10
- Author: Salesforce Trainer, Coach, and Business Analyst
- Provider: Lynda
Salesforce Essential Training
Description
Content
If you work in sales or are looking for a job in sales, chances are you need to know Salesforce, one of the world’s top customer relationship management (CRM) tools. In this course, Jamie Grettum focuses on how to use Salesforce in a sales environment. Jamie covers key topics like managing existing customers, tracking and converting leads, managing a sales pipeline of potential sales, and using the built-in features of Salesforce for analyzing sales data and reporting. If you need to quickly get up and running with Saleforce, Jamie gets you up to speed with the essentials of this in-demand CRM.
- Introduction01m 08s
- Learning the essentials of Salesforce01m 08s
- 1. Getting Started with Salesforce17m 45s
- Accessing Salesforce through your company01m 54s
- Accessing Salesforce on your own02m 01s
- How Salesforce organizes your customer data04m 35s
- How to navigate Salesforce03m 10s
- Using search in Salesforce02m 06s
- Rely on the Salesforce home tab03m 59s
- 2. Manage Current Customers as Accounts and Contacts19m 46s
- How to create accounts03m 24s
- How to add contacts to accounts02m 50s
- How to create tasks04m 21s
- Use list views02m 29s
- Create custom list views03m 29s
- Use simple account and contact reports03m 13s
- 3. Manage Potential Deals as Opportunities19m 40s
- What are opportunities in Salesforce?03m 20s
- How to create an opportunity04m 23s
- Link contacts to opportunities01m 56s
- How Path can save you time02m 05s
- Use the Kanban to keep opportunities updated02m 19s
- How to use opportunity reports and dashboards02m
- Manage activities to move deals forward03m 37s
- 4. Manage Prospects as Leads15m 40s
- What are leads in Salesforce02m 42s
- Managing a lead through qualification10m 19s
- How to convert a lead into a customer02m 39s
- Conclusion00m 55s
- Next steps00m 55s
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