Video description
Master Salesforce.com on your terms with this one-of-a-kind video training course Salesforce.com is a customer relationship management (CRM) tool that allows you to manage contacts, and track sales activity including leads, sales, and customers. Our instructors provide expert, straight-forward, user-friendly training to help you tackle Salesforce.com the way you want to earn. Get to know Salesforce CRM concepts and the user interface Manage leads, work with contacts, and track sales opportunities Make your sales data meaningful with existing or customized reports and dashboards Includes nearly 4 hours of Salesforce.com video training. If youre looking for comprehensive beginning-intermediate video instruction on Salesforce.coms powerful CRM solution, youll find it here.
Table of Contents
Getting to Know Salesforce.com
Understanding CRM Concepts
00:12:15
Navigating the User Interface and Finding Records
00:06:12
Planning and Tracking Your Activities
00:11:13
Using Salesforce.com with Microsoft Outlook
00:08:47
Collaborating with Chatter for Salesforce.com
00:12:12
Getting More Help
00:04:51
Using Salesforce.com for Sales
Managing Leads
00:10:51
Working With Accounts and Contacts
00:09:44
Tracking Sales Opportunities
00:09:30
Collaborating on Account and Opportunity Management
00:14:23
Managing Your Day with Salesforce
00:06:05
Working with Reports and Dashboards
Understanding Reports and Dashboards
00:08:12
Running Existing Reports
00:04:46
Customizing Existing Reports
00:04:55
Using the Report Builder - the Basics
00:08:42
Creating Dashboards - the Basics
00:08:18
Accelerating Success - Going Deeper with Salesforce.com
Connecting Salesforce.com to Your Social Networks
00:05:22
Importing Accounts and Contacts
00:12:47
Generating Leads and Improving Data with Data.com
00:07:26
Creating Custom Views
00:06:26
Configuring Salesforce to Your Preferences
00:05:43
Managing a Sales Team with Salesforce.com
Planning the Sales Cycle
00:11:27
Running Sales Team Meetings with Salesforce
00:10:03
Collaborating with Your Sales Team
00:06:54
Identifying Coaching Opportunities
00:12:44
Accelerating Success: Best Practices for the Sales Manager
00:08:17