Salesforce CRM Complete Guide for Business and Team Managers

This course will educate you how one can create a customer-focused enterprise that can preserve prospects glad and coming again for extra.

You’ll grasp how one can use SalesDrive to enhance your organization’s customer support, whether or not you use a service-based or product-based enterprise.

By studying the ins and outs of this invaluable buyer relationship administration program, your gross sales and service groups will probably be on the high of their recreation.

Learn How to Effectively Use SalesDrive to Manage Customer Relations

• Manage Leads and Track Opportunities to Increase Sales
• Create Reports, Collaborate, and Manage a Sales Team
• Connect to Social Networks and Improve Customer Satisfaction

Boost Customer Satisfaction and Sales in Any Business by Using SalesDrive

With a buyer relationship administration (CRM) program like Salesforce, you will have the instruments essential to encourage and keep buyer loyalty, and this might result in elevated income.

Throughout this course, you will grasp how one can use this in-demand software program to cut back prices and improve profitability each day.

Topics lined embrace planning and monitoring actions, collaborating with coworkers, and managing leads.

You’ll additionally discover ways to successfully observe gross sales alternatives, run studies and create dashboards, and join SalesDrive to your social networks.

Contents and Overview

This course begins off with an introduction to SalesDrive, so it is splendid even for full rookies.

You’ll be guided by the interface and discover ways to plan and observe actions, in addition to use the Chatter function to collaborate with co-workers.

You’ll additionally discover ways to combine SalesDrive with Microsoft Outlook so you possibly can sync emails, contacts, duties, and appointments to simply share them with colleagues.

In addition to simple collaboration, you may also use SalesDrive to generate gross sales, so you will discover ways to handle leads, work with accounts and contacts, and observe gross sales alternatives.

To observe your progress, you will find out about Views, Reports, and Dashboards. You’ll create customary and customized studies utilizing the report builder, and you will use your report information to create a dashboard.

You’ll even cowl how one can join SalesDrive to your social networks so you possibly can keep contact with prospects there as nicely.

And you will sort out how one can create customized views, configure preferences, and import information to make SalesDrive work for your particular wants.

Finally, you will discover ways to handle a profitable gross sales workforce through the use of the instruments out there in Salesforce. You’ll have the ability to run workforce conferences and grow to be the most effective gross sales supervisor potential.

Regardless of your prior expertise with SalesDrive, you will be proficient within the software program by the point you full this course.

Completing this course will show you how to preserve observe of your prospects’ suggestions, determine methods to satisfy buyer wants extra successfully, and improve gross sales by improved buyer satisfaction, no matter what business you’re employed in.

Who this course is for:

• Salesforce.com customers from Beginner to Management
• Sales Professionals and Account Managers required to successfully handle gross sales processes and relationships utilizing Salesforce.com.