Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
6 Hour(s) 28 Minute(s)
Language
English
Taught by
Rapid Reskill by Mike Wheeler, Aaron Wheeler, Evan Wheeler
Rating
Course Overview
Salesforce Marketing, Sales and Service Cloud New User Training. Also includes Reports, Dashboards & Salesforce1 mobile!
After Thousands of Udemy Survey ratings for my courses, the students have spoken:
"Are you learning valuable information?" 99.6% answered YES
"Are the explanations of the concepts clear?" 99.8% answered YES
"Is the instructor knowledgeable about the topic?" 99.9% answered YES
If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.
This course covers:
Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.
Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform
Encompasses the entire lifecycle of the typical sales process from
Marketing (Attract Customers)
Sales (Attain Customers)
Service (Retain Customers)
In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.
I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.
Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.
The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!
Course Content
- 8 section(s)
- 54 lecture(s)
- Section 1 Introduction and Getting Started with Salesforce
- Section 2 Personalizing Salesforce
- Section 3 ATTRACT - Marketing Management, Automation and Optimization in Salesforce
- Section 4 ATTAIN - Sales Management, Automation and Optimization in Salesforce
- Section 5 RETAIN - Servicing Your Contacts and Accounts with the Salesforce Service Cloud
- Section 6 Monitoring and Analytics with Reports and Dashboards
- Section 7 Run Your Business From Your Phone with the Salesforce1 Mobile Application
- Section 8 Salesforce Performance Enhancements and Productivity Hacks
What You’ll Learn
- Close More Deals
- Manage Accounts Effectively in Salesforce
- Market Efficiently and Measure Marketing Effectiveness in Salesforce
- Service Client Relationships and Provide Exceptional Customer Support
- Run Your Business From Your Phone with the Salesforce1 Mobile App
- Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
- Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics
Skills covered in this course
Reviews
-
AAlejandro Heredia Muñoz
Es interesante los datos que nos dan para la mejora o búsqueda de herramientas que permiten la mejorar del trabajo
-
AAna Luisa Monje González
Si... cada módulo esta bien explicado para conocer a detalle la instancia Salesforce.
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DDaniel Mageo
Because Mike explained every tab and symbol that most other instructors would pass up. His instructions were very clear and he touched up on everything even though he didn't spend a lot of time on one item but always eluded to obtaining more in the coming lecture videos.
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MMarianne O'Donnell
Extremely thorough, going through SF's main functionalities, with an excellent lesson structure that follows a typical sales process -- from Marketing to Sales to Service to Analytics and Reports, thus putting it all together in a consistent manner. Clearly explained, with samples at every step that help students/users build operational knowledge of SF.
