Salesforce: Sales Automation for Salespeople

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40:44

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01 - Introduction

01 - Introduction to sales automation.mp4

00:53

02 - What you should know.mp4

01:17

03 - Sales tasks that can be automated in Salesforce.mp4

01:01

02 - 1. What and How to Automate

01 - Set up automation.mp4

01:43

02 - Email sync and calendar sync setup.mp4

02:51

03 - How to use synced accounts.mp4

02:43

03 - 2. Set Up Automation

01 - Sales dialer.mp4

01:26

02 - Email templates.mp4

02:55

03 - Einstein Email Insights.mp4

01:57

04 - Einstein Lead Scoring.mp4

01:43

04 - 3. Sales Cadences

01 - Why sales cadences are important.mp4

02:17

02 - Setting up a sales cadence.mp4

04:02

03 - Reporting for sales cadence.mp4

04:45

05 - 4. Work Queues

01 - What are work queues.mp4

02:09

02 - Setting up a work queue.mp4

05:33

03 - Salesforce AppExchange.mp4

02:20

06 - Conclusion

01 - Conclusion and additional resources.mp4

01:09

Description

Increase your productivity, regardless of your location, by using Salesforce automation tools. Sales automation saves time and increases productivity, but it takes some time and effort to set up. In this course, Salesforce expert Christine Volden shows you how to set up your dashboard to automate tasks. Learn how to set up Sales Dialer, which sets up calls to dial automatically. Find out how to sync your email inbox and capture insights from Einstein activity capture and Einstein Lead Scoring. Explore ways to set up a sales cadence and a work queue to help you stay on top of important tasks. Plus, discover additional automation apps available through the Salesforce app exchange.

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