About this course

Course type Specialist
Course code SFSLS201
Duration 1 Day

Sales Cloud Training for Sales Managers helps sales managers analyze and improve sales processes from lead assignment to deal closure. In this interactive course, discuss best practices and gain hands-on experience running sales reports, forecasting with realtime data, tracking quota attainment, and using productivity tools to successfully manage sales teams.

Prerequisites

This course is designed for professionals who manage sales teams.
No prior knowledge of Salesforce is needed.
However, it is recommended that all students take the online eLearning course 'Getting Started: Using the Sales Cloud' that is available through Salesforce Help and Training.

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
Reporting
  • Getting started with standard sales reports
  • Customizing reports to refine your data
  • Visualizing your data with charts and dashboards
Forecasting
  • Understanding the capabilities of Collaborative Forecasts
  • Choosing forecast types
  • Adjusting the forecast
  • Adding quota data
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
Salesforce
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.