Sales Cloud Training for Sales Reps

OVERVIEW
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.

WHO SHOULD TAKE THIS COURSE?
Sales Cloud Training for Sales Reps is designed for:
• Sales Representatives who are new to using Salesforce Sales Cloud

WHEN YOU COMPLETE THIS COURSE, YOU WILL BE ABLE TO:
• Navigate Salesforce.
• Find and add information related to accounts, contacts, leads,
opportunities, and activities.
• Use Salesforce to manage and track sales activities.
• Enter information into Salesforce so managers can accurately forecast and
analyze sales.
• Customize Salesforce list views and reports to manage and analyze contact
and account information.
• Use Salesforce1 on a mobile device

Course Outline

Module 1

Introduction to Salesforce: Managing Your
Accounts and Contacts
• Get Started in Salesforce
• Use List Views to Filter, Follow, and Edit Information
• Use Reports to Analyze Your Accounts
• Research What’s Happening with Your Accounts
• Use Chatter to Get More Information
• View Current News About Your Accounts in
Salesforce1
• Create New Accounts and Contacts
• Sell Collaboratively with Account Teams
• Use Reports to Track At-Risk Accounts

Module 2

Effective Prospecting: Lead and
Opportunity Management
• Locate and Enter Leads in Salesforce
• Use List Views to Organize and Prioritize Leads
• Update Lead Status to Track Your Progress
• Convert Qualified Leads to Accounts, Contacts, and
Opportunities
• Track Opportunities Through the Sales Process
• Add Products to Opportunities
• Find Information in Salesforce to Close Deals
• Sell collaboratively with Opportunity Teams
• Report on Leads and Opportunities

Module 3

Sales Productivity: Streamlining Your Day
• Use Tasks to Track Calls, Emails, and To-Dos in
Salesforce
• Use Events to Schedule and Track Meetings in
Salesforce
• Locate, Add, and Complete Activities in Salesforce1
• Tour the Today App in Salesforce1
• Send Email Directly from Salesforce
• Save Time with Standard and Custom Email
Templates
• Analyze your Sales Activities with Reports

Module 4

Reporting: Track Your Deals
• Work with Standard Reports
• Customize Reports
• Modify Report Options
• Use the Report Builder for Deeper Customizations
• Apply Report Filters and Filter Logic
• Summarize Your Data in Reports
• Add Charts to Reports
• Use Dashboards to Visualize Data

Training Schedule

Sales Cloud Training for Sales Reps
2018 - 2019
Training schedule not found.
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