Salesforce Basics for End Users

Note: For additional questions and clarification, you may reach Bill Ramirez at bill@dynamicsedge.com or on his following contact details: Office- (510) 804-3600 & Cell- (415) 200-6969

COURSE OVERVIEW:

This course will equip you to close more sales, faster. You will learn to navigate the many Salesforce applications with speed and confidence, adept at customizing and configuring the platform to meet your unique needs, and well-versed in the best practices, high-performance techniques and overall capabilities of this powerful customer relationship management system

PREREQUISITES:

• Proficiency using a recent Microsoft Windows operating system and familiarity with web browsers.

An understanding of the purpose of a Customer Relationship Management system

AGENDA TOPICS:

Unit 1- Introduction to Salesforce

• Set Up Salesforce Developer Edition
• Orientation to the Salesforce Interface
• The Sales Process

Unit 2- Optimize Lead Flow

• Identify Lead Sources
• View Existing Leads
• Manage Leads
• Perform Common Lead Activities

Unit 3- Manage Ongoing Sales Processes

• Convert Leads
• Manage Accounts
• Manage Contacts

Unit 4- Manage the Opportunity Pipeline

• Manage Opportunities
• Perform Common Opportunity Activities
• Close Opportunities

Unit 5- Streamline Your Sales Process with Reports and Dashboards

• View Reports
• View Dashboards
• Extending Salesforce with AppExchange
• Integrating Salesforce with Microsoft Office and Google Apps