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Implementing an Analytics Strategy for the Sales Cloud (STR 301)

  • Tuition USD $2,550 GSA  $2,312.34
  • Reviews star_rate star_rate star_rate star_rate star_half 519 Ratings
  • Course Code STR-301
  • Duration 3 days
  • Available Formats Classroom

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.

Skills Gained

  • 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.

Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

  • Navigating Salesforce.
  • Salesforce objects and their relationships to one another.
  • Creating reports with the report builder.
  • Creating dashboards with the dashboard builder.

Course Details

Discovery

  • 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

Forecasting Analysis

  • 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
  • Manage activities
  • 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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

It Interesting but the lab environment is kinda slow. I prefer to just have lab instructions since I did all my lab on my own machine

Excellent facilities, excellent staff.. and the coffee is good too! Thanks for helping to advance my career and the career of my colleagues!

Very good class. Ken (the instructor) is very knowledgeable and has great industry experience as well

I just finished the 3 days training on AWS Solution Architect course instructed by Seid. He is very knowledgeable. He engaged the students and he is very friendly. The labs were well planned. I strongly suggest people to take the course.

Very educational and enjoyable. Format was excellent; recommend to anyone who wants to get serious about learning AWS.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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