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Level Up; Data-Driven Sales Strategies for Salesforce Pros

Level Up; Data-Driven Sales Strategies for Salesforce Pros

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Level Up: Data-Driven Sales Strategies for Salesforce Pros - Course Curriculum

Level Up: Data-Driven Sales Strategies for Salesforce Pros

Transform your sales approach and become a data-driven powerhouse with our comprehensive and engaging course! This program is designed for Salesforce professionals who want to leverage the power of data to drive revenue, improve efficiency, and gain a competitive edge. Experience a personalized learning journey with hands-on projects, bite-sized lessons, and expert instructors. PLUS, RECEIVE A CERTIFICATE UPON COMPLETION issued by The Art of Service!



Course Curriculum: Your Roadmap to Data-Driven Sales Mastery

This course is structured into modules, each packed with actionable insights, practical exercises, and real-world case studies. You'll not only learn the theory but also apply it directly within your Salesforce environment. Enjoy lifetime access to up-to-date content, mobile accessibility, and a supportive community of fellow professionals.

Module 1: Foundations of Data-Driven Sales in Salesforce

  • Topic 1: Introduction to Data-Driven Sales: Why Data is Your New Best Friend
  • Topic 2: Understanding the Data Landscape in Salesforce: Objects, Fields, and Relationships
  • Topic 3: Data Quality Fundamentals: Cleansing, Deduplication, and Validation Strategies
  • Topic 4: Setting Up Your Salesforce Org for Data-Driven Success: Configuration Best Practices
  • Topic 5: Introduction to Reports and Dashboards: Your Visual Gateway to Insights
  • Topic 6: Hands-on Project: Building a Foundational Sales Report

Module 2: Mastering Salesforce Reporting and Dashboards

  • Topic 7: Advanced Reporting Techniques: Matrix Reports, Joined Reports, and Custom Report Types
  • Topic 8: Creating Compelling Dashboards: Design Principles for Data Storytelling
  • Topic 9: Understanding Key Sales Metrics: Conversion Rates, Pipeline Velocity, and Win Rates
  • Topic 10: Customizing Reports and Dashboards: Calculated Fields, Formulas, and Conditional Formatting
  • Topic 11: Sharing and Scheduling Reports and Dashboards: Collaboration and Efficiency
  • Topic 12: Hands-on Project: Building a Comprehensive Sales Performance Dashboard

Module 3: Leveraging Salesforce Analytics Tools (Einstein Analytics/Tableau CRM)

  • Topic 13: Introduction to Einstein Analytics/Tableau CRM: Unlocking Advanced Insights
  • Topic 14: Data Preparation with Dataflows and Recipes: Cleaning and Transforming Your Data
  • Topic 15: Building Interactive Dashboards with Lenses and Datasets
  • Topic 16: Exploring and Visualizing Data with Einstein Discovery: Uncovering Hidden Patterns
  • Topic 17: Implementing Predictive Analytics for Sales Forecasting and Opportunity Scoring
  • Topic 18: Hands-on Project: Creating a Predictive Sales Dashboard with Einstein Analytics

Module 4: Data-Driven Lead Generation and Qualification

  • Topic 19: Identifying Ideal Customer Profiles (ICPs) Using Salesforce Data
  • Topic 20: Segmenting Leads Based on Behavior and Demographics
  • Topic 21: Lead Scoring Strategies: Prioritizing High-Potential Leads
  • Topic 22: Optimizing Lead Capture Forms and Landing Pages with A/B Testing
  • Topic 23: Integrating Salesforce with Marketing Automation Platforms: Seamless Lead Management
  • Topic 24: Hands-on Project: Developing a Data-Driven Lead Scoring Model

Module 5: Optimizing Sales Processes with Data

  • Topic 25: Analyzing Sales Process Bottlenecks: Identifying Areas for Improvement
  • Topic 26: Implementing Sales Cadences Based on Data-Driven Insights
  • Topic 27: Automating Sales Tasks with Workflow Rules and Process Builder
  • Topic 28: Streamlining Opportunity Management: Best Practices for Stage Management
  • Topic 29: Using Data to Personalize Sales Interactions: Building Stronger Relationships
  • Topic 30: Hands-on Project: Automating a Key Sales Process Using Salesforce Automation Tools

Module 6: Data-Driven Account Management

  • Topic 31: Identifying Upsell and Cross-Sell Opportunities Based on Customer Data
  • Topic 32: Developing Account-Based Marketing (ABM) Strategies Using Salesforce Data
  • Topic 33: Measuring Customer Engagement and Satisfaction: Key Metrics for Account Health
  • Topic 34: Proactive Account Management: Preventing Churn and Maximizing Customer Lifetime Value
  • Topic 35: Utilizing Salesforce Communities for Customer Collaboration and Support
  • Topic 36: Hands-on Project: Building an Account Health Dashboard

Module 7: Improving Sales Forecasting Accuracy with Data

  • Topic 37: Understanding Different Forecasting Methods: Qualitative vs. Quantitative
  • Topic 38: Building a Data-Driven Sales Forecast in Salesforce
  • Topic 39: Identifying and Addressing Forecasting Biases
  • Topic 40: Utilizing Salesforce Collaborative Forecasting: Engaging Your Sales Team
  • Topic 41: Tracking Forecast Accuracy and Making Adjustments
  • Topic 42: Hands-on Project: Creating and Analyzing a Sales Forecast

Module 8: Data-Driven Sales Coaching and Training

  • Topic 43: Identifying Sales Rep Strengths and Weaknesses Based on Data
  • Topic 44: Developing Personalized Coaching Plans for Sales Reps
  • Topic 45: Using Data to Track the Effectiveness of Sales Training Programs
  • Topic 46: Implementing Gamification to Motivate Sales Reps
  • Topic 47: Sharing Best Practices and Knowledge with Your Sales Team
  • Topic 48: Hands-on Project: Developing a Data-Driven Sales Coaching Plan

Module 9: Integrating External Data Sources with Salesforce

  • Topic 49: Identifying Valuable External Data Sources for Sales Insights
  • Topic 50: Integrating Salesforce with Third-Party Data Providers: Dun & Bradstreet, ZoomInfo, etc.
  • Topic 51: Using APIs to Connect Salesforce with External Systems
  • Topic 52: Data Mapping and Transformation: Ensuring Data Consistency
  • Topic 53: Managing Data Security and Privacy: Compliance Best Practices
  • Topic 54: Hands-on Project: Integrating an External Data Source with Salesforce

Module 10: Sales AI and Automation

  • Topic 55: Overview of AI-powered Sales Tools in Salesforce (Einstein Sales Cloud)
  • Topic 56: Implementing Einstein Activity Capture for Automated Data Logging
  • Topic 57: Using Einstein Opportunity Scoring to Prioritize Deals
  • Topic 58: Leveraging Einstein Email Insights for Personalized Communication
  • Topic 59: Automating Lead Assignment and Routing with Einstein Lead Scoring
  • Topic 60: Hands-on Project: Implementing Einstein Opportunity Scoring

Module 11: Data Governance and Compliance for Sales

  • Topic 61: Understanding Data Privacy Regulations: GDPR, CCPA, etc.
  • Topic 62: Implementing Data Masking and Anonymization Techniques
  • Topic 63: Developing a Data Governance Policy for Your Sales Team
  • Topic 64: Managing Data Access and Permissions in Salesforce
  • Topic 65: Ensuring Data Security and Preventing Data Breaches
  • Topic 66: Hands-on Project: Creating a Data Governance Policy

Module 12: Measuring the ROI of Data-Driven Sales Initiatives

  • Topic 67: Defining Key Performance Indicators (KPIs) for Data-Driven Sales
  • Topic 68: Tracking and Reporting on the Impact of Data-Driven Initiatives
  • Topic 69: Calculating the Return on Investment (ROI) of Data-Driven Sales Efforts
  • Topic 70: Communicating the Value of Data-Driven Sales to Stakeholders
  • Topic 71: Continuously Improving Your Data-Driven Sales Strategy
  • Topic 72: Hands-on Project: Calculating the ROI of a Data-Driven Sales Initiative

Module 13: Advanced Salesforce Data Strategies

  • Topic 73: Mastering SOQL and SOSL for Advanced Data Querying
  • Topic 74: Building Custom Salesforce Objects and Fields
  • Topic 75: Understanding Salesforce Data Limits and Best Practices for Optimization
  • Topic 76: Implementing Salesforce Data Archiving and Retention Strategies
  • Topic 77: Leveraging Big Data for Sales Insights
  • Topic 78: Hands-on Project: Building a Custom Salesforce Object to Track a Specific Sales Metric

Module 14: Data Storytelling for Sales Professionals

  • Topic 79: Crafting Compelling Narratives with Data
  • Topic 80: Presenting Data Effectively to Different Audiences
  • Topic 81: Visualizing Data for Maximum Impact
  • Topic 82: Avoiding Common Data Presentation Pitfalls
  • Topic 83: Building Trust and Credibility with Data
  • Topic 84: Hands-on Project: Creating a Data Story for a Sales Presentation

Module 15: Capstone Project & Certification

  • Topic 85: Capstone Project Overview: Applying all learned concepts to a real-world sales challenge.
  • Topic 86: Capstone Project Mentorship: Personalized guidance from expert instructors.
  • Topic 87: Project Submission and Review: Expert feedback on your project.
  • Topic 88: Final Exam: Demonstrating your mastery of data-driven sales strategies.
  • Topic 89: Course Wrap-up and Next Steps: Continuing your data-driven sales journey.
  • Topic 90: Certification Award: Receive your Certificate of Completion issued by The Art of Service!
What You'll Gain:

  • A deep understanding of data-driven sales principles and practices.
  • Hands-on experience with Salesforce reporting, dashboards, and analytics tools.
  • The ability to identify and leverage data to improve sales performance.
  • Strategies for optimizing lead generation, account management, and sales processes.
  • A Certificate of Completion issued by The Art of Service, demonstrating your expertise in data-driven sales.
Enroll today and transform your sales career!

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