Crm01 day 2 - salesforce crm and business intelligence training v0.1

  • Published on
    19-Mar-2017

  • View
    20

  • Download
    2

Transcript

CRM01: Salesforce CRM and Business Intelligence TrainingCRM01: Salesforce CRM and Business Intelligence Training Session 2Presented by: Oyinua Fumudoh BanigoVersion 1.01Our Agenda for Day 2CRM Core Sales Features & Lightning experience2Lead ManagementAccount & Contact ManagementOpportunity, Products & Quote ManagementActivity Management 3Learning ObjectivesUnderstand Sales Cloud essentials Learn how to set up your choice of the following objects:Leads Opportunities Activities Accounts and Contacts Learn where to find resources for setting up objects4Sales Cloud Essentials5Sales Cloud Essentials6Sales Cloud Essentials7Sales Cloud Essentials8Sales Cloud Essentials9Sales Cloud Essentials10Sales Cloud Essentials11Core Sales FeaturesManage the basics: the people that you sell to, the products and services that you offer, and more.AccountsContactsLeadsCampaignsOpportunitiesProducts and Price BooksContractsSocial Network IntegrationEnterprise Territory ManagementCollaborative ForecastsData.com12Sales Productivity FeaturesEnhance your Salesforce experience by tracking events, communicating to customers via email, and more.HomeNotesActivitiesEvents and CalendarsTasksSalesforce EmailMicrosoft Email Integration for Office 365Work.com13ResourcesSalesforce Documentation LibraryMarketing Cloud DocumentationSalesforce certification