Salesforce for Sales Managers
MP4 | Video: 720p | Duration: 46:47 | English | Subtitles: VTT | 146.8 MB
Do you already have a basic understanding of how to manage teams inside of Salesforce? If so, you're ready to dive deeper into this popular CRM solution, and learn how to navigate Salesforce like a power user. In this course, Christine Pereira explains how to get the most out of all of the capabilities offered in Salesforce. Christine shows how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. She also goes into how to manage and transfer leads to others on your sales team, leverage visual tools such as dashboards to help you visualize your revenue goals and sales pipeline, create team sales reports, and more.
Ensuring you have good quality dataUnderstanding the leads lifecycleViewing and assigning leadsViewing team leads and opportunitiesTransferring leads and opportunitiesCreating basic sales reportsCreating reports by salesperson and by teamCreating a goals-based dashboardViewing a sales pipeline with dashboardsSetting up products and price booksViewing and adjusting forecasts
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