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Sales Cloud Training for Sales Reps (SLS-101)

  • Tuition USD $600 GSA  $544.08
  • Reviews star_rate star_rate star_rate star_rate star_half 508 Ratings
  • Course Code SLS-101
  • Duration 1 day
  • Available Formats Classroom

Sales Cloud Training for Sales Reps is a must for Sales Representatives who are new to Salesforce Sales Cloud and need to quickly get up to speed on its productivity tools. Sales Reps will learn how to use the Sales Cloud to track prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports. This course is structured in a modular format and adds up to one full day of content.

Skills Gained

  • Navigate Salesforce.
  • Find and add information related to accounts, contacts, leads, opportunities, and activities.
  • Use Salesforce to manage and track sales activities.
  • Enter information into Salesforce so managers can accurately forecast and analyze sales.
  • Customize Salesforce list views and reports to manage and analyze contact and account information.
  • Use Salesforce1 on a mobile device

Who Can Benefit

  • Sales Representatives who are new to using Salesforce Sales Cloud

Course Details

Introduction to Salesforce: Managing Your Accounts and Contacts

  • Use List Views to Filter, Follow, and Edit Information
  • Use Reports to Analyze Your Accounts
  • Research What’s Happening with Your Accounts
  • Use Chatter to Get More Information
  • View Current News About Your Accounts in Salesforce1
  • Create New Accounts and Contacts
  • Sell Collaboratively with Account Teams
  • Use Reports to Track At-Risk Accounts

Effective Prospecting: Lead and Opportunity Management

  • Locate and Enter Leads in Salesforce
  • Use List Views to Organize and Prioritize Leads
  • Update Lead Status to Track Your Progress
  • Convert Qualified Leads to Accounts, Contacts, and Opportunities
  • Track Opportunities Through the Sales Process
  • Add Products to Opportunities
  • Find Information in Salesforce to Close Deals
  • Sell collaboratively with Opportunity Teams
  • Report on Leads and Opportunities

Sales Productivity: Streamlining Your Day

  • Use Tasks to Track Calls, Emails, and To-Dos in Salesforce
  • Use Events to Schedule and Track Meetings in Salesforce
  • Locate, Add, and Complete Activities in Salesforce1
  • Tour the Today App in Salesforce1
  • Send Email Directly from Salesforce
  • Save Time with Standard and Custom Email Templates
  • Analyze your Sales Activities with Reports

Reporting: Track Your Deals

  • Work with Standard Reports
  • Customize Reports
  • Modify Report Options
  • Use the Report Builder for Deeper Customizations
  • Apply Report Filters and Filter Logic
  • Summarize Your Data in Reports
  • Add Charts to Reports
  • Use Dashboards to Visualize Data

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.

Fantastic instructor, good overview of content and ability to answer questions

I just completed a three day course in BigFix usage/administration led by Gary Lehnus. Gary was an excellent instructor. ExitCertified made the online class process painless. I can't speak for their other courses as I have not taken them, but the BigFix course is well worth it.

Simply great training provider that I can go for updating/acquiring my skill sets.

very knowledgeable; presented in a interesting format; good insight into aws

Good in providing online courses and rescheduling was followed up very well, but the earbuds promised were not sent.

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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