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Trailhead

Drive Sales with Operational Excellence

Salesforce via Trailhead

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Overview

Use the Sales Cloud platform to optimize your sales operations and set up your team for success.
  • Get your sales reps using Salesforce to succeed.
  • Optimize Sales Cloud so your team can be productive every single day.
  • Create balanced territories and forecast sales effectively with the Sales Cloud platform.
  • Use Salesforce collaboration tools to sell as a team.
  • Learn to manage prospects from lead to close in Sales Cloud.
  • Learn how your sales team can use data to close deals.

Syllabus

  • Salesforce Adoption Strategies
    • Accelerate Salesforce Adoption
    • Prepare to Build Your Salesforce Journey
    • Create the Ideal Salesforce Org for Your Company
    • Deploy Your Salesforce Technology
    • Drive Long-Term Adoption
  • Sales Cloud Productivity Best Practices
    • Set Goals to Meet Goals
    • Automate Everything
    • Direct Your Reps to the Best Leads
    • Give Your Reps Super Powers with the Intelligence of Einstein
    • Boost Productivity with Mobile
  • Sales Territories and Forecasting
    • Learn Territory Management Best Practices
    • Plan Your Territories the Salesforce Way
    • Track the Most Important Metrics
    • Manage Territories and Crush Your Sales Goals
    • Forecast with Precision
    • Discover Dashboards Every Sales Leader Needs
  • Sales Team Collaboration
    • Sell as a Team
    • Collaborate Your Way to Success
  • Opportunity Management
    • Work as a Team to Build a Strong Pipeline
    • Qualify and Route Leads to Your Reps
    • Manage Opportunities to Close Deals
  • Account Data Strategies
    • Use Data to Get a 360-Degree View of Your Customers
    • Develop a Data-Backed Account Management Strategy

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