What does the Salesforce CRM course cover?
Salesforce CRM is covered here in 10 modules: Introduction to Salesforce CRM: Overview of Salesforce CRM, Benefits of using Salesforce CRM, Leads and Opportunities: Creating and managing leads, Converting leads to opportunities, Accounts and Contacts: Creating and managing accounts, Creating and managing contacts and 7 more.
How do you approach Salesforce CRM step by step?
The work is sequenced in 10 stages. It starts with Introduction to Salesforce CRM: Overview of Salesforce CRM, Benefits of using Salesforce CRM, moves through Leads and Opportunities: Creating and managing leads, Converting leads to opportunities and Accounts and Contacts: Creating and managing accounts, Creating and managing contacts, and ends at Implementation and Deployment: Deploying Salesforce to users, Providing training and support.
What is in Module 1 of the Salesforce CRM course?
Module 1 is Introduction to Salesforce CRM: Overview of Salesforce CRM, Benefits of using Salesforce CRM. It works through Overview of Salesforce CRM, Benefits of using Salesforce CRM, Understanding the Salesforce ecosystem and 2 more. It sets the vocabulary the remaining 9 modules build on.
How is the Salesforce CRM course delivered?
The Salesforce CRM course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Salesforce CRM course cost?
The Salesforce CRM course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Unlocking Salesforce Mastery.
More answers: what you get with every course, refund policy, all help answers.
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
- 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: Creating and managing leads, Converting leads to 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: Creating and managing accounts, Creating and managing 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: Using reports and dashboards, Using to manage sales processes
- 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: Using reports and dashboards, Using to manage marketing processes
- 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: Using reports and dashboards, Using to manage customer service processes
- 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, Using reports and dashboards to analyze data
- 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, Managing user accounts and access
- 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: Creating and managing custom objects, Using workflow and approval processes
- 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: Deploying Salesforce to users, Providing training and support
- Planning and preparing for Salesforce implementation
- Configuring and customizing Salesforce
- Deploying Salesforce to users
- Providing training and support
- Monitoring and evaluating Salesforce adoption