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Complete Salesforce & Salesforce1 New User Training Course

Marketing & Sales Cloud with Reports, Dashboards & Salesforce1 mobile

About

If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.

This course is updated and kept current with each release (3 times a year) and covers:

  • Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.
  • Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform
  • Encompasses the entire lifecycle of the typical sales process from
    • Marketing (Attract Customers)
    • Sales (Attain Customers)
    • Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation. We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Trade Shows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time!

What are the requirements?

  • No prior Salesforce Experience is Required.
  • I will show you how to sign up for your own free Salesforce account that you can keep for life!

What am I going to get from this course?

  • Close More Deals
  • Manage Accounts Effectively in Salesforce
  • Market Efficiently and Measure Marketing Effectiveness in Salesforce
  • Service Client Relationships and Provide Exceptional Customer Support
  • Run Your Business From Your Phone with the Salesforce1 Mobile App
  • Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
  • Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics

Who is the target audience?

  • This course is meant for new users of the Salesforce platform.
  • This course is meant for users tasked with providing Marketing, Sales and/or Service functionality on the Salesforce Platform
  • This course will be very helpful to Salesforce Administrators, Developers, Business Analysts, Consultants, and Project Managers who need a better understanding of how end-users actually use Salesforce in their day-to-day jobs.

What You Get

  • 6 hours of SalesForce training content
  • 56 lectures video lectures


Your Instructor


Mike Wheeler
Mike Wheeler

I have been building solutions on the Salesforce platform since 2008. Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers. I've attained 6 Salesforce Certifications along the way: Salesforce Developer, Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, and Salesforce Platform App Builder.


Course Curriculum


  Salesforce Performance Enhancements and Productivity Hacks
Available in days
days after you enroll
  In Conclusion - Next Steps
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days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!