About this course

Course type Specialist
Course code SFSLX201
Duration 1 Day

Sales Cloud Training for Sales Managers in Lightning Experience helps sales managers analyze and improve sales processes from lead assignment to
deal closure. In this interactive course, you will discuss best practices and gain hands-on experience running sales reports, forecasting with real-time
data, tracking quota attainment, and using productivity tools to successfully manage sales teams.
Who should take this course?
This course is designed for professionals who manage sales teams and are using the Lightning Experience. No prior knowledge of Salesforce is needed.
However, it is recommended that you first take the online eLearning course Getting Started with Sales Cloud, which is available through Salesforce Help
and Training.

Prerequisites

There are no specific pre requisites, however the online eLearning course 'Getting Started with Sales Cloud' (available through Salesforce) is recommended.

Delegates will learn how to

  • Use Salesforce data to help your reps focus on the right leads, complete tasks, and close deals.
  • Run reports to gain insight into your team’s performance and fine-tune sales processes.
  • Create dynamic dashboards to stay focused on what matters most.
  • View your sales forecast, make adjustments to improve accuracy, and monitor quota attainment.
  • Use tools such as Chatter and Salesforce1 to share information and stay connected from anywhere.

Outline

Lead and Opportunity Management
  • Understanding the Lead Lifecycle
  • Viewing and Assigning Leads
  • Qualifying and Converting Leads
  • Managing Opportunities Through the Sales Process
Forecasting
  • Understanding the Capabilities of Collaborative
  • Forecasts
  • Choosing Forecast Types
  • Adjusting the Forecast
  • Adding Quota Data
Reporting
  • Getting Started with Standard Sales Reports
  • Customizing Reports to Refine Your Data
  • Visualizing Your Data with Charts and Dashboards
Getting the Most Out of Salesforce
  • Dashboard Best Practices
  • Managing To-Dos with Activities
  • Working as a Team in Chatter
  • Managing on the Go with Salesforce1

Specialist Course

1 Day

Duration
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

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