Oreilly - Salesforce.com Essentials
by Wiley | Released August 2014 | ISBN: 9781118870082
Master Salesforce.com on your terms with this one-of-a-kind video training course Salesforce.com is a customer relationship management (CRM) tool that allows you to manage contacts, and track sales activity including leads, sales, and customers. Our instructors provide expert, straight-forward, user-friendly training to help you tackle Salesforce.com the way you want to earn. Get to know Salesforce CRM concepts and the user interface Manage leads, work with contacts, and track sales opportunities Make your sales data meaningful with existing or customized reports and dashboards Includes nearly 4 hours of Salesforce.com video training. If youre looking for comprehensive beginning-intermediate video instruction on Salesforce.coms powerful CRM solution, youll find it here. Show and hide more
- Getting to Know Salesforce.com
- Understanding CRM Concepts 00:12:15
- Navigating the User Interface and Finding Records 00:06:12
- Planning and Tracking Your Activities 00:11:13
- Using Salesforce.com with Microsoft Outlook 00:08:47
- Collaborating with Chatter for Salesforce.com 00:12:12
- Getting More Help 00:04:51
- Using Salesforce.com for Sales
- Managing Leads 00:10:51
- Working With Accounts and Contacts 00:09:44
- Tracking Sales Opportunities 00:09:30
- Collaborating on Account and Opportunity Management 00:14:23
- Managing Your Day with Salesforce 00:06:05
- Working with Reports and Dashboards
- Understanding Reports and Dashboards 00:08:12
- Running Existing Reports 00:04:46
- Customizing Existing Reports 00:04:55
- Using the Report Builder - the Basics 00:08:42
- Creating Dashboards - the Basics 00:08:18
- Accelerating Success - Going Deeper with Salesforce.com
- Connecting Salesforce.com to Your Social Networks 00:05:22
- Importing Accounts and Contacts 00:12:47
- Generating Leads and Improving Data with Data.com 00:07:26
- Creating Custom Views 00:06:26
- Configuring Salesforce to Your Preferences 00:05:43
- Managing a Sales Team with Salesforce.com
- Planning the Sales Cycle 00:11:27
- Running Sales Team Meetings with Salesforce 00:10:03
- Collaborating with Your Sales Team 00:06:54
- Identifying Coaching Opportunities 00:12:44
- Accelerating Success: Best Practices for the Sales Manager 00:08:17
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