Senior leadership needs to embrace Salesforce.com first if they expect their teams to do the same. SalesForce Training provides support on core Admin areas for Senior executives and Sales & Marketing leaders who require to access information on their sales results in real time, as well as enterprise security, data utilities and workflow automation.
Suggested Support Areas
Suggested Support Areas
With the workflow feature in Salesforce leadership can create a rule and associate it to tasks and alerts that can be assigned to different users. They can update the value of a field on a record if a certain rule occurs. Leaders using the Enterprise and Unlimited editions can use workflow to ensure automation of certain standard processes to make sure important items are not missed.SalesForce Training will setup and manage workflow rules for reminders and for email drip campaigns, assign workflow tasks, alerts and field updates.
In Salesforce you can use profiles to control a user’s permission to perform many functions. Role and sharing rules determine which objects a person sees, and a profile determines what a person sees on that object.SalesForce Training will help leadership to define which layouts a user will see, control field-level access, determine the apps viewed by a user, alter the tabs displayed to users, make certain record types available to certain users, and secure certain login settings.
When importing data, leadership needs to decide what they want to import and what data they don’t want, including duplicates. The data needs to have fields separated out into their own individual columns. SalesForce Training will import data from lists, trade shows and other sources correctly, thereby keeping it clean.
The reports and dashboards in Salesforce can generate up-to-the-moment data analysis to help leaders measure their business.SalesForce Training will help leaders to leverage the standard reports provided by Salesforce, customize and create new reports and dashboards from scratch and modifying existing reports to make them your own.
Using products in Salesforce benefits sales reps and people in product marketing, management and development throughout your organization. Sales reps can quickly locate the price of a product and select products to calculate an opportunity’s amount.SalesForce Training will set up products and price books with opportunities. We will create a product catalogue, set up schedules, build price books and generate quotes to facilitate your sales goals.
Salesforce Mobile is a client application provided by salesforce.com that allows users access to their data from an iPhone, BlackBerry, or other Windows Mobile device.Salesforce Mobile helps drives adoption rates more than almost any other feature in salesforce. SalesForce Training will help you to configure the set-up and provide training on how reps can get the most from utilizing Salesforce in the field immediately after sales calls.