課程簡介

Getting Started with Salesforce Sales Cloud

  • Introduction to Salesforce for Sales
  • Salesforce interface and navigation
  • Understanding the Salesforce ecosystem

Lead and Contact Management

  • Creating, importing, and qualifying leads
  • Converting leads into contacts and accounts
  • Tracking communication and follow-up tasks

Opportunity and Pipeline Management

  • Creating and managing opportunities
  • Sales stages, forecasts, and pipeline views
  • Using products, quotes, and price books

Account and Activity Management

  • Managing accounts and related records
  • Logging calls, meetings, and emails
  • Using activity timelines and calendars

Productivity and Collaboration Tools

  • Using Chatter for internal collaboration
  • Setting up tasks, reminders, and events
  • Automating routine tasks and notifications

Sales Reports and Dashboards

  • Creating custom sales reports
  • Building dashboards to track performance
  • Using filters and charts for deeper insights

Best Practices and Mobile Use

  • Salesforce best practices for sales users
  • Accessing Salesforce on mobile devices
  • Maintaining data quality and pipeline hygiene

Summary and Next Steps

最低要求

  • 了解基本的銷售流程和術語
  • 有CRM使用經驗或對銷售自動化感興趣
  • 無需具備Salesforce相關經驗

目標受眾

  • 銷售代表和客戶經理
  • 銷售團隊領導和業務發展專業人士
  • 希望改善銷售管道管理的CRM用戶
 14 時間:

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