Sales Cloud Training for Sales Reps

Boost your selling power and streamline your sales process with our targeted Sales Cloud Training for Sales Reps, perfect for newcomers to Salesforce Sales Cloud seeking enhanced productivity and sales management skills.

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Essential Skills Gained

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Understand and navigate Salesforce Sales Cloud's productivity tools.

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Manage and track prospective clients, accounts, and opportunities efficiently.

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Utilize Salesforce features to streamline daily tasks and enhance communication with clients.

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Generate and analyze reports to optimize sales strategies and track performance.

Format

  • Instructor-led
  • 1 days with lectures and hands-on labs.

Audience

  • Sales Representatives new to Salesforce Sales Cloud
  • Sales Managers looking to enhance team productivity
  • Account Executives optimizing sales processes
  • Business Development Professionals using Salesforce

Description

Sales Cloud Training for Sales Reps is a must for Sales Representatives who are new to Salesforce Sales Cloud and need to quickly get up to speed on its productivity tools. Sales Reps will learn how to use the Sales Cloud to track prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports. This course is structured in a modular format and adds up to one full day of content.

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Upcoming Course Dates

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Course Outline

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Introduction to Salesforce: Managing Your Accounts and Contacts

  1. Get Started in Salesforce

  2. Use List Views to Filter, Follow, and Edit Information

  3. Use Reports to Analyze Your Accounts

  4. Research What’s Happening with Your Accounts

  5. Use Chatter to Get More Information

  6. View Current News About Your Accounts in Salesforce1

  7. Create New Accounts and Contacts

  8. Sell Collaboratively with Account Teams

  9. Use Reports to Track At-Risk Accounts

Effective Prospecting: Lead and Opportunity Management

  1. Locate and Enter Leads in Salesforce

  2. Use List Views to Organize and Prioritize Leads

  3. Update Lead Status to Track Your Progress

  4. Convert Qualified Leads to Accounts, Contacts, and Opportunities

  5. Track Opportunities Through the Sales Process

  6. Add Products to Opportunities

  7. Find Information in Salesforce to Close Deals

  8. Sell collaboratively with Opportunity Teams

  9. Report on Leads and Opportunities

Sales Productivity: Streamlining Your Day

  1. Use Tasks to Track Calls, Emails, and To-Dos in Salesforce

  2. Use Events to Schedule and Track Meetings in Salesforce

  3. Locate, Add, and Complete Activities in Salesforce1

  4. Tour the Today App in Salesforce1

  5. Send Email Directly from Salesforce

  6. Save Time with Standard and Custom Email Templates

  7. Analyze your Sales Activities with Reports

Reporting: Track Your Deals

  1. Work with Standard Reports

  2. Customize Reports

  3. Modify Report Options

  4. Use the Report Builder for Deeper Customizations

  5. Apply Report Filters and Filter Logic

  6. Summarize Your Data in Reports

  7. Add Charts to Reports

  8. Use Dashboards to Visualize Data

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.