The Ultimate Beginner's Guide to Salesforce and CRM

Focused View

Anand Ramakrishna

1:20:16

101 View

1. Meet Your Instructor

1. Breaking the Ice Meet Your Course Instructor and the Teaching Techniques Used.mp4

04:33

2. Customer Relationship Management - A Comprehensive Introduction

1. Business to Consumer (B2C) and Business to Business (B2B) Transactions.mp4

04:45

2. What is a CRM.mp4

01:38

3.1 CRM AND SALESFORCE.pdf

3. Key Functions of a CRM.mp4

03:36

4. Google Sheet as a CRM.mp4

01:40

3. Need for CRM and its Key Users

1. Need for a Robust CRM System.mp4

05:05

2.1 CRM AND SALESFORCE 2.pdf

2. Various Teams That Use CRM and Need for Centralized CRM System.mp4

04:48

4. CRM Names and Key Business Considerations for Selecting a CRM System

1. List of CRM Names and Business Considerations for CRM Selection - Part 1.mp4

03:36

2. Business Considerations for CRM Selection - Part 2.mp4

02:57

3. Business Considerations for CRM Selection - Part 3.mp4

03:22

5. Introduction to Salesforce

1. What is Salesforce.mp4

03:43

2. Pre-Built Apps (Part 2).mp4

03:30

3. Industry Specific Offerings.mp4

01:32

4. App Exchange and Platform As A Service Capabilities.mp4

01:56

6. From Idea to Inception - Lifecycle of a Salesforce Project

1. Idea to Inception.mp4

04:26

2. Typical Roles in a Salesforce Project.mp4

03:13

3. Ongoing Salesforce Implementation Enhancements.mp4

01:15

7. Salesforce Hands-On Activities

1. Spin up a Salesforce Org.mp4

02:20

2. Review Setup Page and Understand Terminologies.mp4

05:33

3. Salesforce Screen Walkthrough.mp4

01:23

4. Create a Custom Application.mp4

04:50

5. Record Creation.mp4

07:38

6. Quick Recap!.mp4

02:57

Description

Comprehensive introduction to CRM & Salesforce from a Salesforce Consulting Leader with over 20 years of Experience!

What You'll Learn?

Understand what is a Customer Relationship Management (CRM) software and its benefits for businesses
Familiarize yourself with common CRM terminologies to better understand the technology and its capabilities
Learn about the importance of having a strong CRM system for managing customer interactions, tracking customer data, and analyzing customer behavior
Learn about the factors businesses consider before selecting a CRM to ensure it meets their specific needs and goals
Introduction to Salesforce CRM and its offerings: Get an overview of Salesforce CRM and learn about its features and capabilities
Gain an understanding of the various consulting roles that are typically involved in a Salesforce project
Get Hands-on experience of spinning up a Developer org
understand the Salesforce specific terminologies such as Applications, Objects, Records and Fields
Understand List Views: Learn about List Views in Salesforce, which allow you to filter and sort data in a meaningful way
Gain practical experience by creating a custom application in Salesforce and associating it with relevant profiles and objects
Practice creating records in Salesforce to better understand how the technology works in practice

Who is this for?

This introductory course offers an unparalleled opportunity for individuals from a variety of backgrounds to gain a comprehensive understanding of Customer Relationship Management (CRM) and Salesforce. Whether you are a college student looking to gain a competitive edge, a recent graduate seeking to further your education, an experienced IT professional exploring new career opportunities, a housewife or a full time mom eager to learn a new skill, or anyone with a desire to understand the fundamentals of CRM and Salesforce, this course is suitable for you and does not require any prior knowledge in the IT field.

Subsequent courses in this series will build on this foundational course and will cover deeper aspects of Salesforce Configuration

More details

Description
At the heart of my mission in creating this course is the desire to touch more lives in a positive way. With over two decades of experience in the ITÂ consulting world with deep subject matter expertise in the field of CRM and Salesforce, I know firsthand the incredible impact that these tools can have on businesses and individuals alike. My goal is to share this knowledge with as many people as possible, in a way that is both simplified and lucid.
By offering an introductory course that is accessible to everyone, regardless of their background or skill level, I hope to empower individuals from all walks of life to gain a comprehensive understanding of CRM and Salesforce in particular. Whether you're a college student seeking a competitive edge, a recent graduate looking to further your education to open up new career opportunities, an experienced IT professional wanting to expand your knowledge, and skillset, a housewife, or a full-time mom eager to learn a new skill or anyone with a desire to understand the fundamentals of CRM and Salesforce, this course is for you!
I believe that by sharing my knowledge and experience in a way that is approachable and easy to understand, I can help more people realize the incredible potential of CRM and Salesforce. With these tools, businesses can improve their relationships with their customers, increase sales and revenue, and drive better business outcomes. And for individuals, mastering these tools can open up new career opportunities and help them achieve their professional goals.

Course Overview
The course starts with an introduction to CRM, explaining the key functionalities of a CRMÂ system. From there, you will understand the various business teams that use CRMÂ Systems, and the key factors that business stakeholders use to determine and select a CRM system that will be a great fit for their organizations.
You will learn about Salesforce and its offerings. Specifically, we will discuss the pre-built apps available fromÂ Salesforce such as Sales Cloud, CPQ, Billing, Service Cloud, etc.Â In addition, you will also learn about the industry-specific offerings from Salesforce, the App Exchange, and Salesforce's PaaS offerings.
We will also review the various roles involved in typical Salesforce projects. For someone seeking a job in the IT consulting industry, this section aims to provide the student with a good understanding of the various job roles.
You will then roll up your sleeves to spin up a Salesforce developer edition and get some hands-on experience creating a custom application, associating objects to the app, and creating a few records.
Throughout the course, you'll have access to video lectures, quizzes, and practical exercises where applicable that will help you solidify your understanding of the material.
By the end of the course, you'll have a solid foundation and understanding of the basics of CRM and Salesforce that you can build upon as you continue to explore the powerful offerings from Salesforce in more depth.
So if you're ready to start your journey toward mastering CRM and Salesforce, I invite you to enroll in this course and join me on this exciting adventure. Together, we can make a positive impact on the world and help more people realize their potential.
Who this course is for:
This introductory course offers an unparalleled opportunity for individuals from a variety of backgrounds to gain a comprehensive understanding of Customer Relationship Management (CRM) and Salesforce. Whether you are a college student looking to gain a competitive edge, a recent graduate seeking to further your education, an experienced IT professional exploring new career opportunities, a housewife or a full time mom eager to learn a new skill, or anyone with a desire to understand the fundamentals of CRM and Salesforce, this course is suitable for you and does not require any prior knowledge in the IT field.
Subsequent courses in this series will build on this foundational course and will cover deeper aspects of Salesforce Configuration

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CRM Customer Relationship Management

Salesforce

Anand Ramakrishna

Instructor's Courses

With over 20 years of global IT consulting experience delivering business solutions to customers primarily in the CRM and Quote to Cash process area, I have been fortunate to develop deep subject matter expertise on some of the Salesforce and related clouds pertaining to the QTC space.My professional certifications include the following:Certifications:* Institute of Finance & Management (IOFM) Certified Order to Cash Solution Consultant* Financial Accounting Certification program from Harvard Business School Online* Salesforce Certified Application Architect* Salesforce Certified CPQ Specialist* Salesforce Certified Advanced Billing Specialist* Salesforce Accredited Revenue Cloud Professional* Salesforce Accredited Manufacturing Cloud Professional* Salesforce Certified Sales Cloud Consultant* Salesforce Certified Service Cloud Consultant* Salesforce Certified Platform Developer - 1* Salesforce Certified Platform App Builder* Salesforce Certified Data Architect* Salesforce Certified Sharing and Visibility Architect* Salesforce Certified Administrator* IIBA Certified Business Analysis professional CBAP® [2014 - 2017]I'm passionate about the potential of the Salesforce CRM platform to help businesses and individuals achieve their goals, and I want to share this passion with as many people as possible. Whether you're a college student seeking to gain a competitive edge, a recent graduate looking to further your education, or an experienced IT professional exploring new career opportunities, I am here to offer my knowledge and deep expertise in a simplified way that will provide you with valuable insights and knowledge to help you succeed in your career and potentially unlock new career opportunities! Additionally, I'll be sharing some of the best practices I've observed throughout my extensive experience along the way.

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