Lynda - Salesforce for Sales Managers eBook

Download Lynda - Salesforce for Sales Managers
Lynda - Salesforce for Sales Managers
Size: 131 MB | Duration: 0h 47m | Video: AVC (.mp4) 1280x720 15&30fps | Audio: AAC 48KHz 2ch
Genre: eLearning | Level: Advanced | Language: English
Do you already have a basic understanding of how to manage teams inside of Salesforce? If so, you're ready to dive deeper into this popular CRM solution, and learn how to navigate Salesforce like a power user. In this course, Christine Pereira explains how to get the most out of all of the capabilities offered in Salesforce. Christine shows how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. She also goes into how to manage and transfer leads to others on your sales team, leverage visual tools such as dashboards to help you visualize your revenue goals and sales pipeline, create team sales reports, and more.

* Ensuring you have good quality data
* Understanding the leads lifecycle
* Viewing and assigning leads
* Viewing team leads and opportunities
* Transferring leads and opportunities
* Creating basic sales reports
* Creating reports by salesperson and by team
* Creating a goals-based dashboard
* Viewing a sales pipeline with dashboards
* Setting up products and price books
* Viewing and adjusting forecasts

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