COURSESUMMARY

• 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