Type
Virtual
Classroom ILT
Skill Level
Available dates
Learning Path
Virtual
Duration
1 Day
TYPE
Virtual
Classroom ILT
LEARNING PATH
SKILL LEVEL
DURATION
AVAILABLE DATES
Introduction
Building strong relationships with your customers is the key to sales success. The Salesforce CRM™ customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce® in the real world—ultimately enabling you to meet and exceed your sales targets.
Target Student
This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM
Pre-requisites
To ensure your success in this course, you should have a basic understanding of sales processes and techniques. You should also have basic end-user skills with computers and the Internet, and some experience with using cloud-based applications. You can obtain this level of skills and knowledge by taking the following Logical Operations courses:
- Using Microsoft® Windows® 10or Microsoft® Windows® 10: Transition from Windows® 7
- Microsoft® Office 365™: Web Apps (with Skype® for Business)
Course objectives
In this course, you will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition.
You will:
- Create a basic Salesforce Sales Cloud environment and navigate the interface.
- Optimize lead qualification.
- Manage accounts and contacts.
- Manage the opportunity pipeline.
- Use Salesforce email.
- Work with reports and dashboards.
Course content
Lesson 1: Getting Started with Salesforce | |
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Lesson 2: Optimizing Lead Qualification | |
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Lesson 3: Managing Accounts and Contacts | |
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Lesson 4: Managing the Opportunity Pipelin | |
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Lesson 5: Using Salesforce Email | |
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Lesson 6: Working with Reports and Dashboards | |
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Associated certifications and exam
On successful completion of this course students will receive a Torque IT attendance certificate.
Microsoft Overview
Skilled Microsoft engineers add significant value to the marketplace by reducing the cost of technology solutions whilst improving efficiency and fuelling innovation. Through authorized Microsoft training, Torque IT empowers engineers, developers and end-users to realise their full potential by providing them with the necessary knowledge and skills to optimise the adoption and use of Microsoft solutions.
Torque IT considers authorised Microsoft training to be an integral part of any Microsoft implementation. Microsoft authorised training, and associated certification, ensures that you get the most from your technology investment and that you are able to operate above the technology curve. Microsoft career certifications are universally recognised as demonstrating a high level of expertise and credibility for individuals and the organisations that employ them.
Authorized Microsoft training and certification is the industry standard for any solution that includes designing, selling, implementing, upgrading, managing, and operating Microsoft solutions.
For 19 years, Torque IT has maintained the status of Gold Learning Partner for Microsoft in South Africa. This is the highest level of accreditation that Microsoft awards to Learning Partners that specialize in technical, product, sales, development, end-user and solutions training.
These achievements reflect our commitment to providing our customers with quality skills development, enablement, training, and certification solutions that demonstrate exceptional depth, breadth, and expertise across Windows Server, Windows Client, Microsoft Virtualization, Microsoft Azure, Office 365, Exchange Server, SharePoint Server, Skype for Business, System Centre Server, Visual Studio and Microsoft Office technologies.
Torque is recognized by Microsoft, and the industry, as having met rigorous standards for educational competency, service, customer satisfaction and investment in Microsoft technologies that will prepare the next generation of IT industry professionals.