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Salesforce.com - Sales Cloud for Sales Representatives

at New Horizons Learning Group LA - Anaheim

(1)
Course Details
Price:
$600
Start Date:

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If you're enrolled in an upcoming date, this simply means that date has now sold out.

Location:
Anaheim, Orange County
1900 S State College Blvd Ste 100
Btwn E Katella & E Orangewood Avenues
Anaheim, California 92806
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Description
Class Level: Beginner
Age Requirements: 18 and older
Average Class Size: 6

What you'll learn in this salesforce training:

This course will give students the knowledge and skills they need to use Salesforce® in the real world—ultimately enabling them to meet and exceed their sales targets.

Audience

This course is designed for sales representatives who are managing their sales territories, with the goal of converting sales leads into sales opportunities and sales opportunities into closed sales. You may be selling products or services, or you may or may not be familiar with other CRM systems and may be new to Salesforce CRM.

Objectives

In this course, students will create and manage records in the trial version of Salesforce® Sales Cloud® Lightning Enterprise Edition.

Students will:

  • Create a basic Salesforce Sales Cloud environment and navigate the interface.
  • Optimize lead qualification.
  • Manage accounts and contacts.
  • Manage the opportunity pipeline.
  • Use Salesforce email.
  • Work with reports and dashboards.
  • Course Outline

    1 - GETTING STARTED WITH SALESFORCE
  • Set Up a Trial Version of Salesforce Sales Cloud Enterprise Edition
  • Navigate the Salesforce LE Interface
  • Navigate in the Salesforce Classic Interface
  • 2 - OPTIMIZING LEAD QUALIFICATION
  • View Leads
  • Manage Leads
  • Work Leads
  • Convert Leads
  • 3 - MANAGING ACCOUNTS AND CONTACTS
  • Manage Accounts
  • Manage Contacts
  • 4 - MANAGING THE OPPORTUNITY PIPELINE
  • Manage Opportunities
  • Work Opportunities
  • Close Opportunities
  • 5 - USING SALESFORCE EMAIL
  • Use Salesforce Email in Salesforce Classic
  • Use Salesforce Email in Salesforce LE
  • 6 - WORKING WITH REPORTS AND DASHBOARDS
  • View Reports and Dashboards
  • Create and Edit Reports and Dashboards


  • Remote Learning

    This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

    Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

    Still have questions? Ask the community.

    Refund Policy
    For open enrollment classes, ten (10) business days' written notice is required to reschedule a class with no additional fees.

    In case of a no-show or a cancellation with less than ten (10) business days before class date: 100% of the class price will be due according to the date of original invoice or date of Term Net 30.

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    Reviews of Classes at New Horizons Learning Group LA (1)

    School: New Horizons Learning Group LA

    New Horizons Learning Group LA

    New Horizons Learning Group has been serving businesses and individuals in the Arizona, California and Nevada communities for over 35 years. With ten convenient locations we offer a wide range of technical, application and business skills courses. As the world of computer technology continues to evolve...

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