Salesforce Complete Guide to SalesForce CRM

Complete Guide to SalesForce CRM

Catalog: Salesforce
Short name: Complete Guide to SalesForce
Course start date: 2024-07-02
Paystack

Description

This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Salesforce CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc.


If you are a Sales Professional the with the help of Salesforce CRM you can efficiently follow Leads and convert them into Deals by sending Quotations. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel.


If you are a Marketing Professional with the help of Salesforce CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up.


If you are Support/Service Personnel with the help of Salesforce CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request.


If you are a Management Professional with the help of Salesforce CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.


The Topics we have covered in the Salesforce CRM Course


User Interface

Settings

Leads/Contacts/Companies

Campaign

Sales Funnel

Billing and Invoicing

Tasks and Calendars

Call Logs

Customer Support

Course Duration:-5h 06m

Sections

General
0 activities

Introduction to Salesforce CRM
Features of CRM
Overview of Salesforce
Get More Leads
Pricing of Salesforce
Salesforce Activation
User Interface
User Interface Continues
Changing Hope Layouts
System Status
Set Up Assistant
Object Manager
Setup Profile
Creating Role Hierarchy
Sample User Setup
Configure States and Countries
All Maching Rules
Company Information
Custom Tabs
Leads and Accounts
Creating Leads
Creating Account
Convert Lead
Other Contact Options
Salesforce Opportunities
Salesforce Opportunities Continues
Salesforce Price Books
Salesforce Orders
Salesforce Contracts
Adding Contract Item
Salesforce Assets
Creating Assets
Salesforce Campaigns
Salesforce Campaigns Continues
Salesforce Tasks and Notes
Salesforce Cases
Salesforce Dashboard
Reports and Forecasts
Course Certificate

Secure Video
38
Certificate
1
Cost: 5000

Tag

Course Duration:-5h 06m