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Salesforce: Cloud for Sales Representiatives

Description

A strong relationship with your customers is the key to sales success. The Salesforce CRM customer relationship management system enables you to manage the relationships with your customers with efficiency and effectiveness. The end result is greater sales to new and existing customers. 

This course will give you the needed skills and knowledge to use Salesforce in the real world. Enabling  you to meet and exceed your sales goals. 

The course is designed for sales representatives with a goals of converting sales leads into sales opportunites, and sales opportunities into closed sales. 

 

At the end of this course you will be able to: 

  • Create a basic Sales force Sales Cloud environment and navigate the interface
  • Optimize lead qualification
  • Manage Accounts and Contacts
  • Manage the opportunity pipeline
  • Use Salesforce email
  • Work with reports and dashboards

 

Prerequisites

It is recommended that the student have: 

  • Basic understanding of sales process
  • Basic understaning of sales techniques
  • Basic end-user skills with computers and the internet
  • Some experience with using cloud-based applications

 

 

Curriculum

Lesson 1: Getting started with Salesforce

  • Set up a Trial Version of Salesforce Sales Cloud Enterprise Edition
  • Navigate the Salesforce LE Interface
  • Navigate in the Salesforce Classic Interface 

Lesson 2: Optimizing Lead Qualification

  • View Leads
  • Manage Leads
  • Work Leads
  • Convert Leads

Lesson 3: Managing Accounts and Contacts 

  • Manage Accounts
  • Manage Contacts

Lesson 4: Managing the Opportunity Pipeline

  • Manage Opportunities 
  • Work Opportunities 
  • Convert Leads

Lesson 5: Using Salesforce Email

  • Use Salesforce Email in Salesforce Classic 
  • Use Salesforce Email in Salesforce LE

Lesson 6: Working with Reports and Dashboards

  • View Reports and Dashboards
  • Create and Edit Reports and Dashboards

 

What's included?
 

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers  & Onsite Certification Testing- (excluding 1-day Adobe, 1-day MS Office and PMP Boot Camps) 
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

Training Formats

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

Instructor Led (the best training format we offer)
Live Online Classroom – Online Instructor Led
Self-Paced Video

Speak to an Admissions Representative for complete details

By far the most competitve price we found, which included exam vouchers, hands on labs, practice test and a true Master of Cyber Security concepts as our Instructor. Franklin Mesa was the best trainer I have ever had and i walked out certified on the last day of my CompTIA Security+ certification bootcamp. 

Marc Alfonso - CompTIA Security + Student

 

The Academy is one of the best educational values for today's job market.  I studied hard and got certified (A+ and N+).  Even though I had no prior IT experience, I now have a good job replacing obsolete computers in hospitals throughout the country.  At my job interview, I just slid my test scores and certification across the table to the interviewer, who is now my boss.  I was hired the next day.  

Not bad for a 65 year old.

John Arnett- Student 

"I congratulate The Academy for a great facility and good lab computers. The Academy is great and I will definitely be taking more courses and utilizing the services available. Omer Palo is an excellent instructor that truly knows his material. I never felt bored in his class which is a first for me. Thank You."

IT Director, Burger King Corporation

"The instructor Frank Martinez is excellent – he covered so much material in 2 weeks that was unbelievable! He definitely knows what he does and it shows in the way that he conducts each lecture. He is the greatest!"
"Thanks Academy for allowing me to experience the MCSA / MCSE + Security Boot camp."

IT Professional, Florida International University

 

Schedules

Contact Us


THE ACADEMY

1.800.482.3172

FTL: 954.351.7040

MIA: 305.648.2000


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