Salesforce Essential Training
Focused View
Jamie Grettum
1:08:15
339 View
01 - Learning the essentials of Salesforce.mp4
01:08
01 - Accessing Salesforce through your company.mp4
01:54
02 - Accessing Salesforce on your own.mp4
02:01
03 - How Salesforce organizes your customer data.mp4
04:35
04 - How to navigate Salesforce.mp4
03:10
05 - Using search in Salesforce.mp4
02:06
06 - Rely on the Salesforce home tab.mp4
03:59
01 - How to create accounts.mp4
03:24
02 - How to add contacts to accounts.mp4
02:50
03 - How to create tasks.mp4
04:21
04 - Use list views.mp4
02:29
05 - Create custom list views.mp4
03:29
06 - Use simple account and contact reports.mp4
03:13
01 - What are opportunities in Salesforce.mp4
03:21
02 - How to create an opportunity.mp4
04:23
03 - Link contacts to opportunities.mp4
01:56
04 - How Path can save you time.mp4
02:05
05 - Use the Kanban to keep opportunities updated.mp4
02:19
06 - How to use opportunity reports and dashboards.mp4
02:00
07 - Manage activities to move deals forward.mp4
03:37
01 - What are leads in Salesforce.mp4
02:43
02 - Managing a lead through qualification.mp4
03:38
03 - How to convert a lead into a customer.mp4
02:39
01 - Next steps.mp4
00:55
Description
If you work in sales or are looking for a job in sales, chances are you need to know Salesforce, one of the world’s top customer relationship management (CRM) tools. In this course, Jamie Grettum focuses on how to use Salesforce in a sales environment. Jamie covers key topics like managing existing customers, tracking and converting leads, managing a sales pipeline of potential sales, and using the built-in features of Salesforce for analyzing sales data and reporting. If you need to quickly get up and running with Saleforce, Jamie gets you up to speed with the essentials of this in-demand CRM.
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Jamie Grettum
Instructor's CoursesExperienced Salesforce Trainer, Coach, and Business Analyst. I am a certified Salesforce Admin. I help clients configure Salesforce and teach their users to use it.
Salesforce.com:
* CBT Nuggets Trainer for Salesforce Admin and End-User courses
* Salesforce trainer for Classic and Lightning versions for all industries
* Business Analyst for salesforce.com: Capture and analyze business requirements for users of salesforce.com
* Synthesize requirements and parlay them into configuration specs for an admin to follow
* Design the operational processes used in conjunction with your salesforce installation
* Presented two sessions at Dreamforce 13 "Change Management Strategies for Ongoing Success," See the project info below for link to the recording on youtube.
* Presented at Dreamforce 11 "Training and Support for Success."
Strategic Consulting and Support:
* Staff Retreats or Board Retreat facilitation to capture and synthesize goals and strategic action plans
* Managing Change: Partner with you to design your change process and create the plan to lead your people through a transition.
* Virtually Great! Webinars for Virtual Managers: Practical strategies to manage people, teams, and meetings in a virtual environment.
* Benchmarking on virtual classroom design, virtual facilitation strategies, and virtual classroom technologies.
Linkedin Learning
View courses Linkedin LearningLinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications.
It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.
- language english
- Training sessions 24
- duration 1:08:15
- Release Date 2023/01/10
