The Beginners Guide to Salesforce

Course Content

The Beginners Guide to Salesforce

The Beginners Guide to Salesforce

1. Understanding CRMs Basics with Salesforce

Getting Started with CRM Problems Faced Without a CRM Salesforce Solutions CRM Overview

2. Getting Started Managing Leads in Salesforce

Navigating the Salesforce Interface Identifying Opportunities for EcoMarket Deliveries Adding and Managing Leads in Salesforce Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce Importing Leads into Salesforce Custom Fields and Data Integrity in Salesforce

3. Closing Deals & Managing Opportunities in Salesforce

Salesforce Opportunity Stages Forecasting Categories in Salesforce How to Link Accounts & Manage Relationships in Salesforce Using Salesforce Price Books Optimizing Salesforce Dashboards & Task Management

4. Salesforce Customer Support & Case Management

Configuring the Salesforce Service Tab for Customer Support How to Set Up & Manage Cases in Salesforce Service Cloud Salesforce Knowledge Panel Optimizing Knowledge Panel for Efficient Case Management Advanced Features of Salesforce Knowledge Panel

5. Email Communications and Quick Texts in Salesforce

Mastering the Outreach Tab in Salesforce Email Introduction to Quick Texts in Salesforce How to Use Filters for Targeted Email Communications Advanced Email Segmentation & Filtering in Salesforce Automating Emails with Merge Mail in Salesforce

6. Salesforce Reporting & Analytics

Introduction to Reports and Analytics in Salesforce Navigating the Salesforce Analytics Interface Creating Your First Report in Salesforce How to Use Dashboards & Widgets for Data Visualization Building Your First Full Salesforce Dashboard Course Summary & Next Steps in Salesforce

Problems Faced Without a CRM

EcoMarket Deliveries: a Practical Case Study

To make our learning experience practical, we'll follow the journey of a fictional company called EcoMarket Deliveries.

1. What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

2. How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?

What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

Select the correct answer

High likelihood of user error.

Security risks.

No automation capabilities.

All of the above.

How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?

Select the correct answer

It makes it easier for the copywriter to do their job.

Marketing can easily be outsourced.

It leads to irrelevant promotions and customer fatigue.

It allows for better tracking of purchase history.

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 1. Chapter 2

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Course Content

The Beginners Guide to Salesforce

The Beginners Guide to Salesforce

1. Understanding CRMs Basics with Salesforce

Getting Started with CRM Problems Faced Without a CRM Salesforce Solutions CRM Overview

2. Getting Started Managing Leads in Salesforce

Navigating the Salesforce Interface Identifying Opportunities for EcoMarket Deliveries Adding and Managing Leads in Salesforce Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce Importing Leads into Salesforce Custom Fields and Data Integrity in Salesforce

3. Closing Deals & Managing Opportunities in Salesforce

Salesforce Opportunity Stages Forecasting Categories in Salesforce How to Link Accounts & Manage Relationships in Salesforce Using Salesforce Price Books Optimizing Salesforce Dashboards & Task Management

4. Salesforce Customer Support & Case Management

Configuring the Salesforce Service Tab for Customer Support How to Set Up & Manage Cases in Salesforce Service Cloud Salesforce Knowledge Panel Optimizing Knowledge Panel for Efficient Case Management Advanced Features of Salesforce Knowledge Panel

5. Email Communications and Quick Texts in Salesforce

Mastering the Outreach Tab in Salesforce Email Introduction to Quick Texts in Salesforce How to Use Filters for Targeted Email Communications Advanced Email Segmentation & Filtering in Salesforce Automating Emails with Merge Mail in Salesforce

6. Salesforce Reporting & Analytics

Introduction to Reports and Analytics in Salesforce Navigating the Salesforce Analytics Interface Creating Your First Report in Salesforce How to Use Dashboards & Widgets for Data Visualization Building Your First Full Salesforce Dashboard Course Summary & Next Steps in Salesforce

Problems Faced Without a CRM

EcoMarket Deliveries: a Practical Case Study

To make our learning experience practical, we'll follow the journey of a fictional company called EcoMarket Deliveries.

1. What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

2. How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?

What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

Select the correct answer

High likelihood of user error.

Security risks.

No automation capabilities.

All of the above.

How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?

Select the correct answer

It makes it easier for the copywriter to do their job.

Marketing can easily be outsourced.

It leads to irrelevant promotions and customer fatigue.

It allows for better tracking of purchase history.

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 1. Chapter 2

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