4.4  617 reviews on Udemy

Complete Salesforce Classic and Mobile New User Training

Salesforce Marketing, Sales and Service Cloud New User Training. Also includes Reports, Dashboards & Salesforce1 mobile!
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Manage Accounts Effectively in Salesforce
Market Efficiently and Measure Marketing Effectiveness in Salesforce
Service Client Relationships and Provide Exceptional Customer Support
Run Your Business From Your Phone with the Salesforce1 Mobile App
Analyze Data and Make Smart Decision Using Salesforce Reports and Dashboards
Understand the Salesforce Platform as a Whole - Marketing, Sales, Service and Analytics

After Thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

If you are new to Salesforce and need a firm understanding of the platform, as a whole, this course is for you. Improve your performance on the Salesforce platform to be more productive, AND profitable. Acquire marketable skills in today’s marketplace, and close more deals along the way.

This course covers:

  • Core functionality and common tasks, such as searching, creating records, running reports, sending emails, logging calls.

  • Customer Relationship Management Fundamentals as specifically performed on the Salesforce Platform

  • Encompasses the entire lifecycle of the typical sales process from

    • Marketing (Attract Customers)

    • Sales (Attain Customers)

    • Service (Retain Customers)

In this course, I show you and walk you through customizing your own Salesforce instance to automate and optimize your Marketing efforts. We will cover Campaign Management and automation.  We’ll cover lead-based marketing and discuss lead sources and how to track all of this in Salesforce. Track leads from various channels, such as Email, Web, Phone, Tradeshows, and Social.

I demonstrate key Sales Management and Enablement techniques around team-based selling, prospecting, and setting up multiple and varied Sales Processes.

Learn Salesforce analytics to measure user adoption, and key metrics for Marketing, Sales and Service through our Reports and Dashboards section.

The Salesforce1 Mobile interface is covered as well, once you understand the core concepts of the desktop experience. You'll also find helpful tips sprinkled in, all along the way. Go from Salesforce newbie to ninja in no time! 

Complete Salesforce Classic and Mobile New User Training
$ 19.99
per course
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