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EncartaLabs

Sales Cloud for Sales Managers

( Duration: 1 Day )

The

Sales Cloud for Sales Managers training course will help sales managers analyze and improve sales processes from lead assignment to deal cloure. In this course, discuss best practices and gain hands-on experience running sales reports, forecasting with realtime data, tracking quota attainment, and using productivity tools to successfully manage sales teams.

By attending Sales Cloud for Sales Managers workshop, delegates will learn to:

  • Use Salesforce data to help your reps focus on the right leads, complete tasks, and close deals.
  • Run reports to gain insight into your teams performance and fine-tune sales processes.
  • Create dynamic dashboards to stay focused on what matters most.
  • View your sales forecast, make adjustments to improve accuracy, and monitor quota attainment.
  • Use tools such as Chatter and Salesforce1 to share information and stay connected from anywhere.

The Sales Cloud for Sales Managers class is ideal for:

  • Professionals who manage sales teams. No prior knowledge of Salesforce is needed.

COURSE AGENDA

1

Lead and Opportunity Management

  • Understanding the lead lifecycle
  • Viewing and assigning leads
  • Qualifying and converting leads
  • Managing opportunities through the sales process
2

Reporting

  • Getting started with standard sales reports
  • Customizing reports to refine your data
  • Visualizing your data with charts and dashboards
3

Forecasting

  • Understanding the capabilities of Collaborative Forecasts
  • Choosing forecast types
  • Adjusting the forecast
  • Adding quota data
4

Getting the Most Out of Salesforce

  • Dashboard best practices
  • Managing to-dos with Activities
  • Working as a team in Chatter
  • Managing on the go with Salesforce1

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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