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Learn Salesforce: The Basics

By: Christine V Pereira

Skill Level: Appropriate for all

Duration: 1h 39m

Released: Oct 14, 2016

Description:

Large Fortune 500 companies and small startup businesses alike turn to Salesforce for their customer relationship management (CRM) needs. This course shows you how to start using Salesforce for managing all of your customer data, beyond email addresses and phone numbers. You can track each interaction, event, task, and more. Learn how to set up your profile, navigate the main tabs, search, and customize your dashboard. See how to create accounts, add your contacts, and convert leads into opportunities. Discover how to use reports to make informed decisions and close more deals. Get ready to conquer the basics and become comfortable with using this professional CRM tool.

Topics include:

Navigating Salesforce
Setting up your profile
Creating accounts
Adding contacts and leads
Converting leads into opportunities
Logging tasks, meetings, and activities
Running a search
Monitoring your dashboard
Customizing reports

Author:

Christine Pereira is the founder of SoulfulSelling.com, a company focused on empowering women to sell with confidence and authenticity. She has over 15 years of experience in sales leadership and strategy. She has customized training programs and led teams through enhancing sales operations at AOL, Yahoo!, and LiveRail. Her skills and expertise include sales training, digital media and advertising, consulting, building sales teams, and building digital platforms.

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Salepage:

Archive: https://web.archive.org/web/20170114023220/https://www.lynda.com/Salesforce-tutorials/Learn-Salesforce-Basics/513603-2.html

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