SALES CLOUD

SALES CLOUD Training

Sales Cloud is the prominent unit in sales force and it is structured to be a start to end set up for the complete sales process, and used to generate revenues. It allows supporting past, current and future client’s requests for support with a service, Product, and Billing. It features helps the customers to feel happy and it includes Accounts, Lead, Contracts, Products, Opportunities, Quotes, Price Books, and campaigns.

What you’ll learn in Sales Cloud Training Course?

• Course Navigate Salesforce.
• Apply Salesforce to handle and rail sales activities.
• Customize Salesforce list reports and views to handle and analyze accounting and contact information.
• Explore and append information related to Activities, Opportunities, Leads, accounts, and contacts.
• Apply Salesforce1 on a mobile device.
• Put down information into Salesforce, so managers can precisely forecast and analyze sales.

What are the pre-requisites to learn Sales Cloud Course?

Knowledge of Business Process, Basic Knowledge of Cloud Computing and its Modules

MODULE 1: DISCOVERY

TOPICS: Discover High-Level Requirements, Create a Process for Providing Analytic Solutions

MODULE 2: ANALYTICS INFRASTRUCTURE

TOPICS: Clean Up Dashboards and Reports, Define a Dashboard and Report Architecture

MODULE 3: PIPELINE ANALYSIS

TOPICS: Analyze Executive Requirements, Analyze Pipeline, Design an Executive Dashboard Solution, Analyze Opportunity Size with a Bucket Field, Determine Top 10 Opportunities with a Row Limit Filter

MODULE 4: CLOSED BUSINESS ANALYSIS

TOPICS: Compare Closed Business Month Over Month, Examine Win Rates with a Connected Report

MODULE 5: PIPELINE TREND ANALYSIS

TOPICS: Study Opportunity Trends in Stage History, Learn Historical Trending, Examine Opportunity Trends in Stage History with a Combination Chart and an Analytic Snapshot

MODULE 6: FORECAST ANALYSIS

TOPICS: Learn The Capabilities of Collaborative Forecasts, Examine The Company’s Sales Forecast with a Custom Report Type, Examine Quota Attainment with a Connected Report, Corroborate that a Solution Meets Demand

MODULE 7: LEAD PERFORMANCE ANALYSIS

TOPICS: Examine Which Types of Leads Perform Best, Examine Campaign Revenue Generated, Monitor Lead Conversion Times

MODULE 8: SALES MANAGEMENT ANALYSIS – ACTIVITIES

TOPICS: Design a Dynamic Team Dashboard, Report on Activities, Learn Activities, Examine Neglected Account with a Cross Filter

MODULE 9: SALES MANAGEMENT ANALYSIS – OPPORTUNITIES

TOPICS: Key Out Bottlenecks and Stalled Opportunities, Distinguish Opportunities at Danger with a Joined Report and a Cross Filter

MODULE 10: SALES REP ANALYSIS

TOPICS: Monitor Individual Pipelines, Handle Actions

MODULE 11: DEPLOYING YOUR ANALYTICS SOLUTION

TOPICS: Communicate Changes to Users, Improve Report Performance, Enhance User Adoption of Dashboards and Reports