Salesforce Essentials

Ready to start using Salesforce? This course is your fast-track to mastering the platform! Whether your company has adopted Salesforce CRM and you need to get up to speed quickly, or you're new to the system, this comprehensive guide will get you started.

Certified Salesforce Administrator Mia Huffman provides a step-by-step walkthrough of the Salesforce interface, designed for first-time users. You'll learn how to confidently create essential elements and effectively manage your sales process.

Here's what you'll discover:

• Navigate the Salesforce Interface: Learn the layout and key features to easily find what you need.
• Manage Leads, Accounts, Contacts & Opportunities: Master the creation and management of these core Salesforce objects.
• Track Sales Activities: Effectively log and monitor activities related to Leads, Accounts, Contacts, and Opportunities.
• Convert Leads: Understand the process of converting qualified leads into opportunities.
• Sales Process Management: Progress opportunities through each stage of your sales cycle.
• Custom Views: Create tailored views to analyze data effectively.
• Powerful Searching: Quickly find specific data within the system.

This course focuses on the Salesforce Lightning Experience, the modern interface. You'll gain practical skills to manage leads, accounts, contacts, and opportunities and accurately track sales activity.

Topics Covered:

• Logging In & Navigation: Learn how to access and navigate the Salesforce online interface.
• Lead Management: Creating and managing Leads for potential customers.
• Account Management: Setting up and maintaining Accounts (companies).
• Contact Management: Organizing and managing Contacts within your network.
• Opportunity Management: Tracking potential Opportunities and their progress.
• Lead Conversion: Converting qualified Leads into Opportunities.
• Sales Stage Progression: Moving Opportunities through the sales pipeline.
• Custom View Creation: Building personalized Salesforce views.
• Data Searching: Efficiently searching the Salesforce system.

Course Goal: Empower yourself to effectively utilize Salesforce for managing your sales pipeline and tracking key performance indicators.

Target Audience: This course is ideal for anyone within an organization using Salesforce CRM who needs to learn the fundamentals of the software.

Enjoy over an hour of engaging, high-quality HD content delivered in the "Uniquely Engaging™ Bigger Brains Teacher-Learner style!"