Salesforce for Sales

• An understanding of basic sales processes and terminology
• Experience with CRM usage or interest in sales automation
• No prior Salesforce experience is required

Audience

• Sales representatives and account managers
• Sales team leaders and business development professionals
• CRM users aiming to improve sales pipeline management

Salesforce is a leading cloud-based customer relationship management (CRM) platform designed to support and automate the sales process.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Getting Started with Salesforce Sales Cloud

• Introduction to Salesforce for Sales
• Salesforce interface and navigation
• Understanding the Salesforce ecosystem

Lead and Contact Management

• Creating, importing, and qualifying leads
• Converting leads into contacts and accounts
• Tracking communication and follow-up tasks

Opportunity and Pipeline Management

• Creating and managing opportunities
• Sales stages, forecasts, and pipeline views
• Using products, quotes, and price books

Account and Activity Management

• Managing accounts and related records
• Logging calls, meetings, and emails
• Using activity timelines and calendars

Productivity and Collaboration Tools

• Using Chatter for internal collaboration
• Setting up tasks, reminders, and events
• Automating routine tasks and notifications

Sales Reports and Dashboards

• Creating custom sales reports
• Building dashboards to track performance
• Using filters and charts for deeper insights

Best Practices and Mobile Use

• Salesforce best practices for sales users
• Accessing Salesforce on mobile devices
• Maintaining data quality and pipeline hygiene

Summary and Next Steps