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A Business Manager's Complete Guide to SalesForce CRM
Rating: 4.5 out of 5(1,057 ratings)
7,456 students

A Business Manager's Complete Guide to SalesForce CRM

Improve collaboration, elevate proficiency and facilitate more productive business relationships in your organization.
Created byJohn Wiley & Sons
Last updated 7/2015
English

What you'll learn

  • Become a Salesforce.com power user, fluent in key terminology and proficient in the functionality.
  • Learn how to integrate outlook emails, contacts, appointments and keep synchronized.
  • Effectively use Chatter; post, follow and make comments improving communication and collaboration with co-workers.
  • Plan out sales stages and strategies in Salesforce.com.
  • Filter and sort Leads, Accounts, Contacts, Opportunities and other lists with ease.
  • Learn the fundamentals of Views, Reports Dashboards.
  • Identify coaching opportunities and best practices for the Sales Manager role.

Course content

6 sections • 30 lectures • 3h 47m total length

  • Understanding CRM Concepts12:15
    In this video you’ll learn about CRM fundamentals including an overview of CRM, key terminology that is important for all Salesforce.com users to understand, and a bit about the differences between what you see in these training videos and what you may experience in your own environment.
  • Navigating the User Interface and Finding Records6:12
    In this video you’ll learn about the Salesforce user interface - all the basic elements that you'll see on the screen and how to navigate around - and you'll also discover how to quickly find lists of records, or individual records, that you're looking for.
  • Planning and Tracking Your Activities11:13
    Planning and tracking activities is central to everything that you will do with Salesforce. By learning how to work with meetings and tasks you will significantly enhance your productivity.

    In this video you will learn how to schedule meetings and tasks, you will discover how to see your daily list of meetings and tasks, and you'll learn where to look to see activities that are scheduled - or have taken place - with the accounts, contacts and leads that you work with. Lastly, you will learn how to complete activities and about the virtuous cycle of scheduling follow-up activities.
  • Using Salesforce.com with Microsoft Outlook8:46
    In this session you'll learn how to save Outlook emails to Salesforce where they can be shared with colleagues and searched; how to keep your contacts, appointments and tasks in Outlook synchronized with Salesforce. You'll also discover how to use the side panel in Outlook email and how to sync settings.
  • Collaborating with Chatter for Salesforce.com12:12
    In this section you'll learn about how to get started with Chatter - the social interaction tool built into Salesforce. You'll also discover how to post, follow and make comments on Chatter information, you'll learn about Chatter groups for dealing with subject specific content, and you'll learn how you can use Chatter with other records in Salesforce to improve how you collaborate with your co-workers.
  • Getting More Help4:51
    Salesforce is a complex and sometimes confusing application, but it provides a diverse range of places to go for additional help. In this video you'll learn about the options for finding additional help including finding help that is customized to your organization; getting help on a specific salesforce page; searching salesforce for help; and other options for extending your knowledge about Salesforce.com.

Requirements

  • Best when viewed using Google Chrome, also works with other Internet browsers.

Description

This course will teach you how to create a customer-focused business that will keep customers satisfied and coming back for more.

You'll master how to use SalesForce to improve your company's customer service, whether you operate a service-based or product-based business.

By learning the ins and outs of this valuable customer relationship management program, your sales and service teams will be at the top of their game.

Learn How to Effectively Use SalesForce to Manage Customer Relations

  • Manage Leads and Track Opportunities to Increase Sales
  • Create Reports, Collaborate, and Manage a Sales Team
  • Connect to Social Networks and Improve Customer Satisfaction

Boost Customer Satisfaction and Sales in Any Business by Using SalesForce

With a customer relationship management (CRM) program like Salesforce, you'll have the tools necessary to encourage and maintain customer loyalty, and this could lead to increased profits.

Throughout this course, you'll master how to use this in-demand software to reduce costs and increase profitability every day.

Topics covered include planning and tracking activities, collaborating with coworkers, and managing leads.

You'll also learn how to effectively track sales opportunities, run reports and create dashboards, and connect SalesForce to your social networks.

Contents and Overview

This course starts off with an introduction to SalesForce, so it's ideal even for complete beginners.

You'll be guided through the interface and learn how to plan and track activities, as well as use the Chatter feature to collaborate with co-workers.

You'll also learn how to integrate SalesForce with Microsoft Outlook so you can sync emails, contacts, tasks, and appointments to easily share them with colleagues.

In addition to easy collaboration, you can also use SalesForce to generate sales, so you'll learn how to manage leads, work with accounts and contacts, and track sales opportunities.

To track your progress, you'll learn about Views, Reports, and Dashboards. You'll create standard and custom reports using the report builder, and you'll use your report data to create a dashboard.

You'll even cover how to connect SalesForce to your social networks so you can maintain contact with customers there as well.

And you'll tackle how to create custom views, configure preferences, and import data to make SalesForce work for your specific needs.

Finally, you'll learn how to manage a successful sales team by using the tools available in Salesforce. You'll be able to run team meetings and become the best sales manager possible.

Regardless of your prior experience with SalesForce, you'll be proficient in the software by the time you complete this course.

Completing this course will help you keep track of your customers' feedback, figure out ways to meet customer needs more effectively, and increase sales through improved customer satisfaction, regardless of what industry you work in.

Who this course is for:

  • Salesforce.com users from Beginner to Management
  • Sales Professionals and Account Managers required to effectively manage sales processes and relationships using Salesforce.com.

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