If you’re a sales rep, you’ve likely been given Salesforce as the primary tool to do your job. With its breadth of features and functionality, it’s understandably intimidating. But we’ve got you covered!
If you’re new to Salesforce Sales Cloud and want to quickly get up to speed, this course is for you. You will learn how to effectively manage your sales workflow, processes, and activities — all within Salesforce.
When you complete this course, you’ll be able to:
- Navigate Salesforce like a pro
- Use Salesforce to effectively manage and track sales activities
- Communicate with clients and collaborate with colleagues in Salesforce
- Quickly find and add information in Salesforce related to accounts, contacts, leads, opportunities, and activities
- Create customized Salesforce list views and reports to instantly access key contact and account information
- Understand what clean data is and why it’s so important to the sales process
- Build and run quality reports in Salesforce
- Use Salesforce1 on the go from your mobile device
- Have a Salesforce login
- Bring a laptop and charger
- Come with a willingness to learn, exceed their metrics, and make more money!