Inhalt: Desk.com is a leading support desk tool offered by Salesforce. This powerful tool automatically integrates with Salesforce, and offers functionality that can make it easier to stay organized-and, in turn, better assist your customers. Desk.com is the preferred solution for small businesses seeking Salesforce software capabilities. In this course, join Christine Pereira as she explores how to use Desk.com to manage customer service workflows. Christine helps you get started by explaining how to navigate Desk.com. She also reviews the metrics and data that are available in this tool. In addition, she demonstrates how to set up your help desk, use labels to sort cases, leverage automation for greater efficiency, and customize the look and feel of Desk.com to match your brand. To wrap up, she discusses how to measure your success with data and business insights, and shares best practices for customer support. Umfang: 00:59:47.00
Inhalt: Salespeople are responsible for knowing their customers inside and out. This means staying on top of contacts, as well as revenue numbers, product releases, and related news. Salesforce is the leading CRM for managing this data throughout the sales cycle. With the new Lightning platform, which saves reps time and maximizes sales productivity, there's no better time to get started using it. Watch this introductory course to explore Salesforce for managing sales clients and leads, as well as the many tasks associated with closing deals. Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier. Umfang: 01:47:52.00
Inhalt: Large Fortune 500 companies and small startup businesses alike turn to Salesforce for their customer relationship management (CRM) needs. This course shows you how to start using Salesforce for managing all of your customer data, beyond email addresses and phone numbers. You can track each interaction, event, task, and more. Learn how to set up your profile, navigate the main tabs, search, and customize your dashboard. See how to create accounts, add your contacts, and convert leads into opportunities. Discover how to use reports to make informed decisions and close more deals. Get ready to conquer the basics and become comfortable with using this professional CRM tool. Umfang: 01:39:54.00
Inhalt: Salesforce CPQ helps you manage the last stage of the sales process by making it easier to deliver pricing and quotes to your buyers. In this course, learn how to leverage this enterprise-level pricing solution for bundled pricing, discounting, quote management, and more-all inside Salesforce. Instructor Christine Pereira discusses the benefits of CPQ, how to identify who should be using this sales tool, and how to integrate CPQ into your own sales cycle. She also dives into the areas of quotes, products, and pricing as they relate to CPQ. Discover how to access and edit quotes in CPQ, add products and navigate the guided selling wizard to generate a quote, and generate pricing of products and product bundles. Umfang: 00:27:45.00
Inhalt: Explore how to leverage the cloud-based help desk solution from Salesforce, Service Cloud, to manage customer service interactions. Increase customer satisfaction by accessing detailed Salesforce data and use Service Cloud's automation and knowledge base features to streamline interactions and find resolutions more quickly. Christine Pereira covers topics such as creating and managing cases, adding assignment rules, building a team of customer service reps, and finding and using knowledge articles to respond to cases. Plus, learn how to run reports to review statistics such as total cases created, case duration, solutions listed, etc., and discover how to customize reports to suit your needs. Umfang: 00:50:43.00
Inhalt: Do you already have a basic understanding of how to manage teams inside of Salesforce? If so, you're ready to dive deeper into this popular CRM solution, and learn how to navigate Salesforce like a power user. In this course, Christine Pereira explains how to get the most out of all of the capabilities offered in Salesforce. Christine shows how to use Salesforce to keep track of your individual goals and sales pipelines, and review how your sales team is faring daily, monthly, quarterly, or annually. She also goes into how to manage and transfer leads to others on your sales team, leverage visual tools such as dashboards to help you visualize your revenue goals and sales pipeline, create team sales reports, and more. Umfang: 00:46:47.00
Inhalt: Discover how to work smarter in Salesforce, the hugely popular customer relationship management (CRM) solution. In this course, Christine Pereira shares practical tips and tricks that can help you customize Salesforce to suit your unique needs and leverage Salesforce features in your day-to-day operations. Christine shows how to keep your data clean by using the right naming conventions, discusses how to use follow-up reminders and tasks to get you closer to closing a deal, and shares strategies for connecting with the Salesforce community. Umfang: 00:34:56.00
Inhalt: Salesforce Einstein is a set of AI technologies that allow Salesforce users to use algorithms to analyze data inside Salesforce. Einstein can be used to automate reports, pinpoint workflow needs, and even analyze the effectiveness of teams. In this course, learn how to work with Einstein in Salesforce. Discover precisely what this powerful solution has to offer, so that you can determine if it meshes with your organization's needs. Discover how Einstein can help you work smarter in Sales Cloud, the Marketing Cloud, communities, and more. Umfang: 00:53:30.00
Inhalt: Social selling is critical in today's highly connected world. It's key to building relationships and a diverse network of customers and contacts. Luckily, Salesforce is ideal for managing social selling. In this course, expert and instructor Christine Pereira combines the ideas of social selling with the powerful sales management tools in Salesforce. She explores how to leverage various social channels to create contacts and new accounts, and techniques for both listening and sharing. Without hearing what your customers need, it's impossible to talk to them about a solution. Learn how Salesforce can help you bridge the gap. Umfang: 00:40:38.00
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