Sales Cloud is the prominent unit in sales force and it is structured to be a start to end set up for the complete sales process, and used to generate revenues. It allows to support past, current and future client’s requests for support with a service, Product and Billing. It features helps the customers to feel happy and it includes Accounts, Lead, Contracts, Products, Opportunities, Quotes, Price Books and campaigns.
|Course Name||Sales Cloud Online Training|
|Contents||Fundamentals and concepts of Sales cloud|
|Duration||30 Hours with Flexible timings|
|Delivery||Instructor Led-Live Online Training|
|Ideal For||Aspiring job seekers in the field of Cloud Computing|
|Next Batch||Please visit the schedule section|
- Course Navigate Salesforce.
- Apply Salesforce to handle and rail sales activities.
- Customize Salesforce list reports and views to handle and analyze accounting and contact information.
- Explore and append information related to Activities, Opportunities, Leads, accounts and contacts.
- Apply Salesforce1 on a mobile device.
- Put down information into Salesforce, so managers can precisely forecast and analyze sales.
PREREQUISITES: Knowledge of Business Process, Basic Knowledge of Cloud Computing and its Modules
MODULE 1: DISCOVERY
TOPICS: Discover High-Level Requirements, Create a Process for Providing Analytic Solutions
MODULE 2: ANALYTICS INFRASTRUCTURE
TOPICS: Clean Up Dashboards and Reports, Define a Dashboard and Report Architecture
MODULE 3: PIPELINE ANALYSIS
TOPICS: Analyze Executive Requirements, Analyze Pipeline, Design an Executive Dashboard Solution, Analyze Opportunity Size with a Bucket Field, Determine Top 10 Opportunities with a Row Limit Filter
MODULE 4: CLOSED BUSINESS ANALYSIS
TOPICS: Compare Closed Business Month Over Month, Examiine Win Rates with a Connected Report
MODULE 5: PIPELINE TREND ANALYSIS
TOPICS: Study Opportunity Trends in Stage History, Learn Historical Trending, Examine Opportunity Trends in Stage History with a Combination Chart and an Analytic Snapshot
MODULE 6: FORECAST ANALYSIS
TOPICS: Learn The Capabilities of Collaborative Forecasts, Examine The Company’s Sales Forecast with a Custom Report Type, Examine Quota Attainment with a Connected Report, Corroborate that a Solution Meets Demand
MODULE 7: LEAD PERFORMANCE ANALYSIS
TOPICS: Examine Which Types of Leads Perform Best, Examine Campaign Revenue Generated, Monitor Lead Conversion Times
MODULE 8: SALES MANAGEMENT ANALYSIS – ACTIVITIES
TOPICS: Design a Dynamic Team Dashboard, Report on Activities, Learn Activities, Examine Neglected Account with a Cross Filter
MODULE 9: SALES MANAGEMENT ANALYSIS – OPPORTUNITIES
TOPICS: Key Out Bottlenecks and Stalled Opportunities, Distinguish Opportunities at Danger with a Joined Report and a Cross Filter
MODULE 10: SALES REP ANALYSIS
TOPICS: Monitor Individual Pipelines, Handle Actions
MODULE 11: DEPLOYING YOUR ANALYTICS SOLUTION
TOPICS: Communicate Changes to Users, Improve Report Performance, Enhance User Adoption of Dashboards and Reports
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