Sales Cloud Training for Sales Reps is a must for Sales Representatives who are new to Salesforce Sales Cloud and need to quickly get up to speed on its productivity tools. Sales Reps will learn how to use the Sales Cloud to track prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports. This course is structured in a modular format and adds up to one full day of content.
Introduction to Salesforce: Managing Your Accounts and Contacts
Get Started in Salesforce
Use List Views to Filter, Follow, and Edit Information
Use Reports to Analyze Your Accounts
Research What’s Happening with Your Accounts
Use Chatter to Get More Information
View Current News About Your Accounts in Salesforce1
Create New Accounts and Contacts
Sell Collaboratively with Account Teams
Use Reports to Track At-Risk Accounts
Effective Prospecting: Lead and Opportunity Management
Locate and Enter Leads in Salesforce
Use List Views to Organize and Prioritize Leads
Update Lead Status to Track Your Progress
Convert Qualified Leads to Accounts, Contacts, and Opportunities
Track Opportunities Through the Sales Process
Add Products to Opportunities
Find Information in Salesforce to Close Deals
Sell collaboratively with Opportunity Teams
Report on Leads and Opportunities
Sales Productivity: Streamlining Your Day
Use Tasks to Track Calls, Emails, and To-Dos in Salesforce
Use Events to Schedule and Track Meetings in Salesforce
Locate, Add, and Complete Activities in Salesforce1
Tour the Today App in Salesforce1
Send Email Directly from Salesforce
Save Time with Standard and Custom Email Templates
Analyze your Sales Activities with Reports
Reporting: Track Your Deals
Work with Standard Reports
Modify Report Options
Use the Report Builder for Deeper Customizations
Apply Report Filters and Filter Logic
Summarize Your Data in Reports
Add Charts to Reports
Use Dashboards to Visualize Data
Sales Cloud Training for Sales Reps is a must for Sales Representatives who
are new to Salesforce Sales Cloud and need to quickly get up to speed on
its productivity tools. Sales Reps will learn how to use the Sales Cloud to
track prospective clients, manage accounts and opportunities, manage
their workflow, communicate with clients, and run reports. This course is
structured in a modular format and adds up to one full day of content.
College Credit, CEUs, PDUs and CDUs When you take courses with the Babbage Simmel, be sure you get the credit you deserve. Curriculum offered by Babbage Simmel can earn you college credit, CEUs, PDUs or CDUs.
College Credit Select curriculum offered by Babbage Simmel is part of the accredited University of Findlay's undergraduate course catalogs. For questions please E-Mail: email@example.com or call 614-481-4345.
Continuing Education Units (CEUs) Continuing Education Units (CEUs) are nationally recognized standard units of measurement earned for satisfactory completion of qualified programs of continuing education. If you need more information about CEUs, please E-Mail: firstname.lastname@example.org or call 614-481-4345.
Professional Development Units (PDUs) Professional Development Units (PDUs) can be issued by PMI® for formal learning activities related to project management. Project Management Professionals (PMPs®) are required to earn a minimum of 60 PDUs every 3 years to maintain certification. For more information about this program go to the PMI® web site or call 1-855 746 4849.
Continuing Development Units (CDUs) CDUs may be earned by attending professional development (e.g. courses, seminars) offered by organizations endorsed by IIBA® and designated as an EEP vendor. As an IIBA Endorsed Education Provider (EEP) Babbage Simmel's IIBA® endorsed courses qualify for CDU credit. For more information about CDUs go the IIBA® web site or call 1-647-426-3735.
Our babsimLIVE distance learning brings the classroom learning experience to you by seating you virtually into a real-life instructor-led classroom taught by award winning world-class instructors with other IT professionals like yourself. From the comfort of your home, workplace, or at the Babbage Simmel Columbus Campus, you acquire the training you need, when you want it, in the environment that is most comfortable for you to be successful.