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Sales Cloud Training For Sales Managers in Lightning Experience

  • Tuition USD $600
  • Reviews star_rate star_rate star_rate star_rate star_half 482 Ratings
  • Course Code SLX-201
  • Duration 1 day
  • Available Formats Classroom

Sales Cloud Training for Sales Managers in Lightning Experience helps sales managers analyze and improve sales processes from lead assignment to deal closure. In this interactive course, you will discuss best practices and gain hands-on experience running sales reports, forecasting with real-time data, tracking quota attainment, and using productivity tools to successfully manage sales teams.

Skills Gained

  • Use Salesforce data to help your reps focus on the right leads, complete tasks, and close deals.
  • Run reports to gain insight into your team’s performance and fine-tune sales processes.
  • Create dynamic dashboards to stay focused on what matters most.
  • View your sales forecast, make adjustments to improve accuracy, and monitor quota attainment.
  • Use tools such as Chatter and Salesforce1 to share information and stay connected from anywhere.

Who Can Benefit

This course is designed for professionals who manage sales teams and are using the Lightning Experience

    Prerequisites

    None.

    Course Details

    Lead and Opportunity Management

    • Understanding the Lead Lifecycle
    • Viewing and Assigning Leads
    • Qualifying and Converting Leads
    • Managing Opportunities Through the Sales Process

    Forecasting

    • Understanding the Capabilities of Collaborative
    • Forecasts
    • Choosing Forecast Types
    • Adjusting the Forecast
    • Adding Quota Data

    Reporting

    • Getting Started with Standard Sales Reports
    • Customizing Reports to Refine Your Data
    • Visualizing Your Data with Charts and Dashboards

    Getting the Most Out of Salesforce

    • Dashboard Best Practices
    • Managing To-Dos with Activities
    • Working as a Team in Chatter
    • Managing on the Go with Salesforce1

    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.

    The course is perfectly designed with material and labs to get hands on experience on AWS, nicely done!

    The presenter was knowledgeable and professional. The duration of the course, the pace and venue was suitable also

    It would be better if the classroom had two power point screens so the instructor could have two screens shown to the class at the same time to reduce confusion switching back and forth

    First remote course and I am pleasantly surprised. Love the on site facilities in Ottawa, but the online course format was very well received.

    I really enjoy the subject matter presented in this course. The instructor was very well verse and presented the material in a easy to understand and professional way... Great job!

    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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