About This Course

This course introduces the learner to the basic concepts of Salesforce CRM and provides insight into each of the functional user groups (Inside Sales, Outside Sales, Marketing and Management. Learners will understand the Sales terminologies, the end to end sales implementation process and how to accomplish their project deliverables along with timelines.

By end of this module, the learner will be able to create the implementation plan for their company and respective modules, learn how to navigate in a Sales Force Cloud Instance, design, document and configure the Sales Cloud for an enterprise.

This course is equivalent to the following SalesForce certification courses together:

• Sales Cloud Training for Sales Reps (SLS101)
• Sales Cloud Training for Sales Managers (SLS201) Learners will create the implementation plan for their company and respective modules.

Learners will understand how to accomplish their project deliverables along with timelines. The learners should perform E-learning and Lab Exercises for each of the Instructional Units with online support.

The learner will also attend flipped class sessions conducted by Instructors. Subsequently, the learner shall perform a modular project with the guidance of an Industry expert who acts as a Project Mentor.

Get Knowledge

By end of the course, the learner will be able to understand the following:

• CRM concepts, Sales cloud terminologies and familiarising the user interface
• Sales processes of an enterprise and Analysing customer requirement
• Learn about lead management and lead conversion
• Products & price books capabilities
• Order management and how to setup Orders
• Contract management process flow
• Standard sales life-cycle which can be leveraged across all enterprises Opportunities and quotes
• How to accurately forecast and analyse sales
• Using Sales Console and SalesForce Chatter

Get Skills

By end of the course, the learner will be able to perform the following activities while implementing Salesforce in an enterprise:

• Able to prepare full project lifecycle of Sales Cloud implementations
• Set Up and Manage Account Teams
• Set up opportunities and manage opportunities
• Customize products to make them work better for Sales representatives
• Set up contracts
• Configure Sales Console and Sales forecast with user targets
• Create and edit reports and dashboard to analyse sales, marketing campaign, product and Contract information.

Requirements

Please reference the course catalog on lithan.com.

Course Staff

Staff Member #1

Biography of instructor/staff member #1

Staff Member #2

Biography of instructor/staff member #2

Frequently Asked Questions

What web browser should I use?

The Open edX platform works best with current versions of Chrome, Firefox or Safari, or with Internet Explorer version 9 and above.

See our list of supported browsers for the most up-to-date information.

What computer should I use?

The course requires a computer running Microsoft Windows 7 (or later) or IOS 1`0.5 (or later).