Effective sales force
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INTRODUCTION
Salesforce is a leading Software as a Service (SaaS) and cloud computing provider specialising in Customer Relationship Management (CRM) services. Salesforce encompasses a range of products that provides integrated solutions to manage all customer interactions, track customer behaviour, market to customers, and provide various internal communication services by leveraging cloud technology
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COURSE OBJECTIVES
By the end of the course, you‘ll be able to:
- To create user-friendly applications
- Create more precise forecasts and take better decisions
- Get better insight about competitors
- Save money, time, and effort by building exactly what you require
- Empower your Sales and Marketing teams and make customers happy
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COURSE AUDIENCE
This course is made for:
- Anyone with internet access who wants to enhance their technical business skills and is willing to fully apply themselves to all lessons.
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COURSE OUTLINE
DAY ONE:
- Terminology
- Navigation
DAY TWO:
- Working with Contacts
- Understanding Accounts
- Using & Scheduling Products
DAY THREE:
- Changing your Chatter & Email Settings
- Tracking Interactions: Overview & Tasks
- Tracking Interactions: Events and Emails
- Changing your Tabs
DAY FOUR:
- Lightning UI: Salesforce Navigation
- Next Steps for Success in SFDC
- Creating a List View & Customizing Reports
DAY FIVE:
- Learn Salesforce System Administration step-by-step
- Test Your Recall
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