Author
Released
11/25/2016- Recall how to navigate and customize Salesforce.
- Differentiate between leads and opportunities.
- Explain how to associate one contact with multiple accounts.
- Describe how to set up an account team.
- Identify the items that are created when converting a lead into an opportunity.
- Name the simple lead reports.
- Review the process of creating new tasks.
- Summarize the characteristics of good data.
- Recognize the different types of custom reporting.
Skill Level Intermediate
Duration
Views
- Without a doubt, if you're in sales, you are managing and tracking your customers' data. Not only are you tracking names, email addresses and phone numbers, but you're researching background information, tracking annual revenues, monitoring product releases, and reading current news. And all of that can be overwhelming. To track all of this information, you need a customer relationship management tool. And by far, the gold standard for CRM tools is Salesforce. My name is Christine Pereira, and I've been using Salesforce for over 15 years.
I've used Salesforce at large Fortune 500 companies and at small 10-person start-ups. And during that time, I've managed thousands of deals and closed millions of dollars in sales. In this course we'll review the Salesforce basics of managing accounts, contacts, opportunities, and leads. I'll show you how to create leads and convert them into opportunities. And show you how to manage all of your tasks within Salesforce. We'll also set up simple reports and show you how to create a dashboard to track your sales pipeline.
Now I'll admit, Salesforce can at first look overwhelming, but it's a really easy-to-use tool that was built with salespeople like you in mind. I'm excited to walk you through the basics. Let's get started.
Related Courses
-
Salesforce for Sales Managers
with Christine Volden46m 47s Advanced -
Salesforce for Customer Service
with Christine Volden50m 43s Beginner
-
Introduction
-
Welcome48s
-
-
1. Getting Started
-
Understand the home page2m 5s
-
2. Exploring Objects
-
How to create accounts2m 49s
-
How to create contacts3m 42s
-
How to create leads3m 43s
-
How to create opportunities3m 31s
-
-
3. Accounts and Contacts
-
How to setup an account team1m 40s
-
Best practices for accounts1m 46s
-
4. Leads and Opportunities
-
How to add leads3m 50s
-
Creating opportunities2m 41s
-
Use simple lead reports3m 38s
-
-
5. Tasks
-
The importance of tasks2m 50s
-
How to create new tasks2m 21s
-
-
6. Opportunities
-
Understand data quality3m 34s
-
-
7. Latest Releases
-
Use Salesforce on mobile3m 11s
-
8. Custom Reporting
-
How to use standard reports4m 38s
-
Types of custom reporting2m 50s
-
Dashboard3m 23s
-
-
Conclusion
-
Next steps1m 19s
-
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.
CancelTake notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Welcome