Sales Cloud
Introduction
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.
COURSESUMMARY
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 |
Eligibility | Any Graduate |
Ideal For | Aspiring job seekers in the field of Cloud Computing |
Next Batch | Please visit the schedule section |
Course Objectives
- 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
Course Curriculum
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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