Complete Guide To Salesforce Crm

Learn to use Salesforce CRM Tool to efficiently execute Customer Relationship related Tasks and Projects

Last updated 2022-01-10 | 4.2

- Learn about User Interface
- Settings
- Leads/Contacts/Companies
- Learn in details about Campaign
- Sales Funnel
- Billing and Invoicing
- Learn in Saleforce CRM about Tasks and Calendars

What you'll learn

Learn about User Interface
Settings
Leads/Contacts/Companies
Learn in details about Campaign
Sales Funnel
Billing and Invoicing
Learn in Saleforce CRM about Tasks and Calendars
Understand in deep about Call Logs and Customer Support

* Requirements

* Knowledge of basic Business Processes
* Concept of Cloud Based works and Software as a Service should be clear.

Description

If you are a Marketing Professional with the help of Salesforce CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up.

This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Salesforce CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc.

If you are a Management Professional with the help of Salesforce CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

If you are Support/Service Personnel with the help of Salesforce CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request.

If you are a Sales Professional the with the help of Salesforce CRM you can efficiently follow Leads and convert them into Deals by sending Quotations. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel.

The Topics we have covered in the Salesforce CRM Course

User Interface
Settings
Leads/Contacts/Companies
Campaign
Sales Funnel
Billing and Invoicing
Tasks and Calendars
Call Logs
Customer Support

Who this course is for:

  • Business Administration Students
  • MBA Professionals
  • Sales and Marketing Professionals
  • Support and Service Centre Personnel

Course content

9 sections • 38 lectures

Introduction to Salesforce CRM Preview 08:50

Features of CRM Preview 07:40

Overview of Salesforce Preview 07:47

Get More Leads Preview 10:16

User Interface Preview 09:20

User Interface Continues Preview 07:13

Changing Hope Layouts Preview 07:13

System Status Preview 08:18

Set Up Assistant Preview 08:02

Object Manager Preview 06:07

Setup Profile Preview 07:10

Creating Role Hierarchy Preview 06:47

Sample User Setup Preview 07:23

Configure States and Countries Preview 07:05

All Maching Rules Preview 08:11

Company Information Preview 07:14

Custom Tabs Preview 11:36

Leads and Accounts Preview 07:20

Creating Leads Preview 07:31

Creating Account Preview 11:46

Convert Lead Preview 08:01

Other Contact Options Preview 05:40

Salesforce Opportunities Preview 08:01

Salesforce Opportunities Continues Preview 06:32

Salesforce Price Books Preview 09:54

Salesforce Orders Preview 06:57

Salesforce Contracts Preview 07:07

Adding Contract Item Preview 08:06

Salesforce Assets Preview 06:50

Creating Assets Preview 07:37

Salesforce Campaigns Preview 07:47

Salesforce Campaigns Continues Preview 08:21

Salesforce Tasks and Notes Preview 08:37

Salesforce Cases Preview 07:40