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SalesForce CRM – A Complete Guide

Learn to use Salesforce CRM Tool to efficiently execute Customer Relationship related Tasks and Projects
Instructor:
SkillTech Academy India
7,957 students enrolled
English [Auto]
Learn about User Interface, Settings, Leads/Contacts/Companies
Learn in details about Campaign, Sales Funnel, Billing and Invoicing
Learn in Saleforce CRM about Tasks and Calendars
Understand in deep about Call Logs and Customer Support

If you are a Marketing Professional with the help of Salesforce CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up.

This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Salesforce CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc.

If you are a Management Professional with the help of Salesforce CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

If you are Support/Service Personnel with the help of Salesforce CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request.

If you are a Sales Professional the with the help of Salesforce CRM you can efficiently follow Leads and convert them into Deals by sending Quotations. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel.

The Topics we have covered in the Salesforce CRM Course

User Interface
Settings
Leads/Contacts/Companies
Campaign
Sales Funnel
Billing and Invoicing
Tasks and Calendars
Call Logs
Customer Support

Introduction

1
Introduction to Salesforce CRM
2
Features of CRM

Overview

1
Overview of Salesforce
2
Get More Leads

Pricing and Activation

1
Pricing of Salesforce
2
Salesforce Activation

User Interface

1
User Interface
2
User Interface Continues
3
Changing Hope Layouts
4
System Status
5
Set Up Assistant
6
Object Manager
7
Setup Profile
8
Creating Role Hierarchy
9
Sample User Setup
10
Configure States and Countries
11
All Maching Rules
12
Company Information

Products and Leads

1
Custom Tabs
2
Leads and Accounts
3
Creating Leads
4
Creating Account
5
Convert Lead
6
Other Contact Options

Opportunities

1
Salesforce Opportunities
2
Salesforce Opportunities Continues
3
Salesforce Price Books
4
Salesforce Orders

Contracts and Assets

1
Salesforce Contracts
2
Adding Contract Item
3
Salesforce Assets
4
Creating Assets

Campaigns

1
Salesforce Campaigns
2
Salesforce Campaigns Continues
3
Salesforce Tasks and Notes
4
Salesforce Cases

Dashboard,Reports,Forecasts

1
Salesforce Dashboard
2
Reports and Forecasts
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

5 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
SalesForce CRM – A Complete Guide
Category:
Office Productivity, Other Office Productivity
Teacher
Daniel W
Price:
$128.98 $105
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