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Office Productivity Other Office Productivity Salesforce

SalesForce CRM - A Complete Guide

Learn to use Salesforce CRM Tool to efficiently execute Customer Relationship related Tasks and Projects
Rating: 3.5 out of 53.5 (147 ratings)
7,915 students
Created by SkillTech Academy India
Last updated 11/2018
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Learn about User Interface, Settings, Leads/Contacts/Companies
  • Learn in details about Campaign, Sales Funnel, Billing and Invoicing
  • Learn in Saleforce CRM about Tasks and Calendars
  • Understand in deep about Call Logs and Customer Support

Requirements

  • Knowledge of basic Business Processes
  • Concept of Cloud Based works and Software as a Service should be clear.

Description

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.

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 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.

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 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.

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

Who this course is for:

  • Business Administration Students
  • MBA Professionals
  • Sales and Marketing Professionals
  • Support and Service Centre Personnel

Course content

9 sections • 38 lectures • 5h 2m total length

  • Preview08:50
  • Preview07:40

  • Overview of Salesforce
    07:47
  • Get More Leads
    10:16

  • Pricing of Salesforce
    07:28
  • Salesforce Activation
    06:47

  • User Interface
    09:20
  • User Interface Continues
    07:13
  • Changing Hope Layouts
    07:13
  • System Status
    08:18
  • Set Up Assistant
    08:02
  • Object Manager
    06:07
  • Setup Profile
    07:10
  • Creating Role Hierarchy
    06:47
  • Sample User Setup
    07:23
  • Configure States and Countries
    07:05
  • All Maching Rules
    08:11
  • Company Information
    07:14

  • Custom Tabs
    11:36
  • Leads and Accounts
    07:20
  • Creating Leads
    07:31
  • Creating Account
    11:46
  • Convert Lead
    08:01
  • Other Contact Options
    05:40

  • Salesforce Opportunities
    08:01
  • Salesforce Opportunities Continues
    06:32
  • Salesforce Price Books
    09:54
  • Salesforce Orders
    06:57

  • Salesforce Contracts
    07:07
  • Adding Contract Item
    08:06
  • Salesforce Assets
    06:50
  • Creating Assets
    07:37

  • Salesforce Campaigns
    07:47
  • Salesforce Campaigns Continues
    08:21
  • Salesforce Tasks and Notes
    08:37
  • Salesforce Cases
    07:40

  • Salesforce Dashboard
    10:45
  • Reports and Forecasts
    07:14

Instructor

SkillTech Academy India
Learn Tech Skills Online Anytime Anywhere
SkillTech Academy India
  • 3.6 Instructor Rating
  • 853 Reviews
  • 57,943 Students
  • 14 Courses

The SkillTech Academy, an Indian based company, is a specialist creator, publisher and distributor of high-quality courses. We offer online courses exclusively in Udemy as we believe that Udemy has the best e-Learning platform.

We believe that there is a huge gap exists between Academics and Practical Industry and we try to fill that gap through our skill based programs. We have been catering this area for some years visiting colleges and Universities and educating students about real life hands-on training. That experience has taken shape in our online courses and We have started offering a huge range of high quality courses which are practical hands-on. We bring together leading experts so you can learn from the best. Courses are created by trained educators and experts from the industry. SkillTech Academy courses and resources are trusted by many to develop and improve the skills. The emphasis is on teaching real life skills.

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