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Salesforce

Intended Audience: Individuals who want to gain an understanding of Salesforce

SALESFORCE

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

This popular cloud-based customer relationship management (CRM) program enables sales representatives to handle their client relationships more effectively and efficiently which can result in greater sales to new and existing customers.  Salesforce can help you understand customers better by their personal preferences, help you identify new sales opportunities by analyzing purchase histories, and solve problems faster with
access to prior interactions.

Learning Objectives

The key learning objectives of this course will allow learners to:

  • Handle all basic administrative functions including user account maintenance
  • Create reports ,dashboards, workflows and other routine tasks
  • Complete regular internal system audits and prepare for upgrades
  • Create and work with live list views, and advanced email features
  • Setup the user interface, search settings, and run reports
  • Coordinate the evaluation, scope and completion of new development requests
  • Manage Salesforce.com data feeds and other integrations
  • Identify and balance risks and rewards, establish relationships with strategic vendors to acquire

Intended Audience

  • Individuals who want to gain an understanding of Salesforce
  • Individuals with a desire to gain knowledge of managing customer records

See Upcoming Course Schedule

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