Salespeople are responsible for knowing their customers inside and out. This means staying on top of contacts, as well as revenue numbers, product releases, and related news. Salesforce is the leading CRM for managing this data throughout the sales cycle. With the new Lightning platform, which saves reps time and maximizes sales productivity, there's no better time to get started using it. Watch this introductory course to explore Salesforce for managing sales clients and leads, as well as the many tasks associated with closing deals. Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.

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Weiterführende Informationen

• Leseprobe

Personen: Volden, Christine