Skip to main content
Mastering Salesforce CRM; Unlocking Business Success

Mastering Salesforce CRM; Unlocking Business Success

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
Adding to cart… The item has been added

Mastering Salesforce CRM: Unlocking Business Success



Course Overview

This comprehensive course is designed to help you master Salesforce CRM and unlock business success. With a focus on interactive and engaging learning, you'll gain the skills and knowledge you need to succeed in today's fast-paced business environment.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning approach
  • Practical and real-world applications
  • High-quality content and expert instructors
  • Certificate issued by The Art of Service upon completion
  • Flexible learning schedule and user-friendly platform
  • Mobile-accessible and community-driven
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking


Course Outline

Module 1: Introduction to Salesforce CRM

  • Overview of Salesforce CRM
  • Benefits of using Salesforce CRM
  • Understanding the Salesforce ecosystem
  • Setting up your Salesforce account
  • Navigating the Salesforce interface

Module 2: Leads and Opportunities

  • Understanding leads and opportunities
  • Creating and managing leads
  • Converting leads to opportunities
  • Managing opportunity stages and sales processes
  • Using opportunity reports and dashboards

Module 3: Accounts and Contacts

  • Understanding accounts and contacts
  • Creating and managing accounts
  • Creating and managing contacts
  • Using account and contact reports and dashboards
  • Managing account and contact relationships

Module 4: Sales Cloud

  • Overview of Sales Cloud
  • Using Sales Cloud to manage sales processes
  • Creating and managing sales campaigns
  • Using Sales Cloud reports and dashboards
  • Integrating Sales Cloud with other Salesforce features

Module 5: Marketing Cloud

  • Overview of Marketing Cloud
  • Using Marketing Cloud to manage marketing processes
  • Creating and managing marketing campaigns
  • Using Marketing Cloud reports and dashboards
  • Integrating Marketing Cloud with other Salesforce features

Module 6: Service Cloud

  • Overview of Service Cloud
  • Using Service Cloud to manage customer service processes
  • Creating and managing customer service cases
  • Using Service Cloud reports and dashboards
  • Integrating Service Cloud with other Salesforce features

Module 7: Analytics and Reporting

  • Overview of Salesforce analytics and reporting
  • Using reports and dashboards to analyze data
  • Creating and managing custom reports and dashboards
  • Using analytics to inform business decisions
  • Integrating analytics with other Salesforce features

Module 8: Security and Administration

  • Overview of Salesforce security and administration
  • Understanding user roles and permissions
  • Managing user accounts and access
  • Using security features to protect data
  • Best practices for Salesforce administration

Module 9: Advanced Features

  • Overview of advanced Salesforce features
  • Using workflow and approval processes
  • Creating and managing custom objects
  • Using advanced reporting and analytics features
  • Integrating Salesforce with other systems

Module 10: Implementation and Deployment

  • Planning and preparing for Salesforce implementation
  • Configuring and customizing Salesforce
  • Deploying Salesforce to users
  • Providing training and support
  • Monitoring and evaluating Salesforce adoption


Certificate

Upon completion of this course, participants will receive a certificate issued by The Art of Service.



Course Format

This course is delivered online and includes interactive lessons, hands-on projects, and real-world applications.



Course Duration

This course is self-paced and can be completed in 12 weeks or less.



Prerequisites

None, this course is designed for beginners and experienced users alike.

,
!