This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing an Analytics Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.
Establish a process for developing and deploying analytics solutions for your sales organization.
Set up an efficient analytics infrastructure to ensure users can find the reports and dashboards they need.
Create effective sales reports and dashboards to address the needs of users at all levels.
Maximize users' consumption of sales reports and dashboards.
Who Can Benefit
Implementing an Analytics Strategy for the Sales Cloud is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, such as sales operations analysts, business analysts, and sales managers. System administrators and power users may also benefit from this course.
The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:
Salesforce objects and their relationships to one another.
Creating reports with the report builder.
Creating dashboards with the dashboard builder.
Establish a process for delivering analytics solutions
Discover high-level requirements
Defining Your Analytics Infrastructure
Determine permissions and folder access
Define a report and dashboard architecture
Clean up reports and dashboards
Analyzing Opportunity Pipeline
Analyze executive requirements
Design an executive dashboard solution
Build reports to analyze pipeline
Build top 10 opportunity reports
Analyze opportunity size
Closed Business Analysis
Report on won opportunities against targets
Compare closed business month over month
Build top 10 won opportunities reports
Build a top sales rep leaderboard
Analyze win rates
Analyzing Pipeline Trends
Report on opportunity trends with stage history
Analyze opportunity trends with analytic snapshots
Analyze the company’s sales forecast
Analyze sales reps’ quotas and forecasts
Lead Performance Analysis
Analyze which types of leads perform best
Monitor lead conversion times
Monitor lead qualification performance
Compare sales rep conversion performance
Sales Team Management Reporting
Identify stuck opportunities and bottlenecks
Identify opportunities at risk
Analyze sales rep activities
Monitor data quality
Reports and Dashboards for Sales People
Monitor individual pipelines
Analyze individual quotas
Validate and Deploy Your Analytics Solution
Validate that a solution meets requirements
Provide guidance on how users can use a solution to meet their objectives
Maximize the consumption of reports and dashboards
https://www.exitcertified.com/it-training/salesforce/administrator/analytics-strategy-sales-cloud-str-301-20754-detail.htmlSTR-301Implementing an Analytics Strategy for the Sales Cloud (STR 301)https://assets.exitcertified.com/assets/CourseImages/188d379ad4/AdobeStock_215949089__FitMaxWzEwMDAsMTAwMF0.jpg2550.00USDInStock/Training/Salesforce/AdministratorThis course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing...2550.00SalesforceClassroom2013-03-20T09:50:46+00:00USD