Salesforce CRM Training for Sales Managers
Salesforce CRM Training for Sales Managers, available at $59.99, has an average rating of 4.4, with 39 lectures, 1 quizzes, based on 53 reviews, and has 254 subscribers.
You will learn about CRM Salesforce Salesforce Chatter Sales Management with Salesforce CRM Managing Sales Team with Salesforce Tasks, events and managing calendar Service Console in Salesforce Case Management Salesforce Reports & Dashboards Sales Planning with Salesforce This course is ideal for individuals who are Sales Managers or Business Analysts or Business Managers or Sales Operations It is particularly useful for Sales Managers or Business Analysts or Business Managers or Sales Operations.
Enroll now: Salesforce CRM Training for Sales Managers
Summary
Title: Salesforce CRM Training for Sales Managers
Price: $59.99
Average Rating: 4.4
Number of Lectures: 39
Number of Quizzes: 1
Number of Published Lectures: 39
Number of Published Quizzes: 1
Number of Curriculum Items: 45
Number of Published Curriculum Objects: 45
Original Price: ₹1,199
Quality Status: approved
Status: Live
What You Will Learn
- CRM
- Salesforce
- Salesforce Chatter
- Sales Management with Salesforce CRM
- Managing Sales Team with Salesforce
- Tasks, events and managing calendar
- Service Console in Salesforce
- Case Management
- Salesforce Reports & Dashboards
- Sales Planning with Salesforce
Who Should Attend
- Sales Managers
- Business Analysts
- Business Managers
- Sales Operations
Target Audiences
- Sales Managers
- Business Analysts
- Business Managers
- Sales Operations
The right tool can make all the difference when it comes to driving your team’s sales performance. With Salesforce CRM, you’ll stay on top of your team’s activity, improve their visibility into leads and accounts, and of course close more deals.
Salesforce Training for Sales Managers will help sales managers analyze and improve sales processes from lead assignment to deal closure. In this interactive course, we discuss best practices and gain hands-on experience running sales reports, forecasting with real-time data, and using productivity tools to successfully manage sales teams.
This course is designed for professionals who manage sales teams.
Automate your daily sales routine –
Don’t waste time on routine tasks that distract you from what really matters when it comes to sales. Salesforce helps you automate repetitive tasks and set up reminders for crucial activities.
Manage your team with ease –
Increase accountability with Salesforce’s robust reporting features that give insight into every aspect of your team’s performance. Easily identify opportunities for improvement and take decisive action without being bogged down by data overload or lengthy reports.
Know what each member of your team is working on at all times –
Talk about transparency! Run daily status reports as well as individual progress reports so everyone knows exactly where they stand at all times.
After completion of the course you will be able to :
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Use Salesforce data to help your reps focus on the right leads, complete tasks, and close deals.
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Run reports to gain insight into your team’s performance and fine-tune sales processes.
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Create dynamic dashboards to stay focused on what matters most.
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View your sales forecast, make adjustments to improve accuracy, and monitor performance.
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Use tools such as Chatter to share information and stay connected from anywhere.
The course is made very concisely keeping in mind that all the basic information for Sales Managers regarding Salesforce CRM is covered. The course Salesforce CRM Training for Sales Managerswill help get the most out of all of the capabilities offered in Salesforce. You will learn how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. This course is not a power-point presentation but a complete hands -on so you can learn by doing. Feel free to connect with me if you have any queries.
Happy Learning!!
Course Curriculum
Chapter 1: Introduction
Lecture 1: Introduction
Lecture 2: What is CRM?
Chapter 2: Salesforce CRM
Lecture 1: Why Salesforce?
Lecture 2: Sign Up for free Practice Org
Lecture 3: Salesforce Lightning Navigation
Lecture 4: Viewing Records & list views
Lecture 5: Collaboration using Chatter
Chapter 3: Sales Management with Salesforce
Lecture 1: Accounts
Lecture 2: Contacts
Lecture 3: Opportunity
Lecture 4: Opportunity Close Date
Lecture 5: Leads
Lecture 6: Creating custom list view
Lecture 7: Activities
Lecture 8: Managing your Calendar with salesforce
Lecture 9: Adding custom calendar
Lecture 10: Using Salesforce with outlook
Chapter 4: Service Management
Lecture 1: What are Cases?
Lecture 2: Service Console
Chapter 5: Security and Data Access
Lecture 1: Who sees what?
Chapter 6: Sales Reports & Dashboards
Lecture 1: Creating first Report
Lecture 2: Creating Simple Sales Report
Lecture 3: Summary Report- Sales rep wise report
Lecture 4: Export Report
Lecture 5: Matrix Report : Funnel Breakup Sales Rep & Product wise
Lecture 6: Tracking Large deals
Lecture 7: Won Vs Lost
Lecture 8: Update Fields from the Report Run Page with Inline Editing
Lecture 9: Inline Editing to run effective meetings
Lecture 10: Running a meeting with salesforce report builder
Lecture 11: Creating Dashboards
Chapter 7: Service Reports
Lecture 1: Case Report
Chapter 8: Sales Planning
Lecture 1: Forecasting
Lecture 2: Track Funnel to forecast for Next year
Lecture 3: Identify Potential Opportunities
Lecture 4: Potential Leads
Lecture 5: Tracking Activities
Lecture 6: Check Historic Sales Data
Chapter 9: Bonus
Lecture 1: Bonus Lecture
Instructors
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Yashad Tayal
Salesforce Architect
Rating Distribution
- 1 stars: 0 votes
- 2 stars: 3 votes
- 3 stars: 2 votes
- 4 stars: 21 votes
- 5 stars: 27 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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