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LinkedIn Learning

Salesforce for Sales Managers

via LinkedIn Learning

Overview

Start leveraging Salesforce like a power user. Learn how to manage teams inside of Salesforce and learn how to work with pricing, products, leads, and reports.

Do you already have a basic understanding of how to manage teams inside of Salesforce? If so, you're ready to dive deeper into this popular CRM solution, and learn how to navigate Salesforce like a power user. In this course, Christine Pereira explains how to get the most out of all of the capabilities offered in Salesforce. Christine shows how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. She also goes into how to manage and transfer leads to others on your sales team, leverage visual tools such as dashboards to help you visualize your revenue goals and sales pipeline, create team sales reports, and more.

Syllabus

Introduction
  • Welcome
  • What to know before watching this course
  • The importance of rules and quality data
1. Lead and Opportunity Management
  • Understand the leads lifecycle
  • How to view and assign leads
  • The importance of tracking
  • View team leads and opportunities
  • Transfer leads and opportunities
2. Reporting
  • Create basic sales reports
  • Create reports by salesperson
  • Create reports by teams
  • Create a goals-based dashboard
  • View your sales pipeline with dashboards
3. Products and Price Books
  • How products and price books are used in Salesforce
  • How to set up a price book
  • How to set up a product
4. Forecasting
  • How are forecasts used?
  • View and adjust forecasts
  • View quotas in forecasts
Conclusion
  • Next steps

Taught by

Christine Volden

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