Salesforce Sales Cloud Training

 >>  Salesforce Sales Cloud Training

Salesforce Sales Cloud Training


 (4.9) | 750 Ratings


Introduction


Salesforce Sales Cloud Training Details
Track Regular Track Weekend Track Fast Track
Course Duration 35 Hrs 8 Weekends 5 Days
Hours 1hr/day 2 Hours a day 6 Hours a day
Training Mode Online Classroom Online Classroom Online Classroom
Delivery Instructor Led-Live Instructor Led-Live Instructor Led-Live


Course Curriculum

Salesforce Sales Cloud Details

Industry Knowledge

  • Explain the factors that influence sales metrics, KPIs and business challenges
  • Explain common sales processes and key considerations

Implementation Strategies

  • Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document)
  • Given a scenario, determine appropriate sales deployment considerations
  • Given a scenario, measure the success of a Sales Cloud implementation project

Sales Cloud Solution Design

  • Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order
  • Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs
  • Given a scenario, identify an appropriate approach when designing the lead conversion process
  • Describe the implementation considerations when designing a sales process
  • Given a scenario, determine when it is appropriate to include custom application development or a third-party application
  • Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting
  • Explain the capabilities and use cases for territory management
  • Explain the capabilities, use cases and design considerations when implementing Orders
  • Explain the capabilities, use cases and design considerations of Salesforce1 Mobile App pertinent to the sales process

Marketing and Leads

  • Explain how marketing capabilities support the sales process
  • Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification
  • Explain the best practices for managing lead data quality

Account and Contact Management

  • Identify use cases and design considerations for social accounts and contacts
  • Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc
  • Explain the various methods for establishing relationships between accounts and contacts
  • Explain the impact of having an account hierarchy
  • Explain the methods for populating and maintaining account and contact data using data enrichment tools
  • Explain the use cases and implications for implementing person accounts

Opportunity Management

  • Given a set of requirements, determine how to support different sales process scenarios
  • Given a scenario, determine the relationships between sales stages, forecast and pipeline
  • Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc
  • Given a set of requirements, determine the appropriate forecasting solution
  • Describe the impact of multi-currency on opportunities

Sales Productivity

  • Given a scenario, determine the key features that help to enable and measure sales productivity and adoption
  • Identify use cases and considerations for using email and productivity tools
  • Given a scenario, identify the appropriate mobile solution to improve sales productivity
  • Describe how Chatter enables collaboration in the sales process
  • Explain the use cases and best practices for using Content vs. Chatter Files in the sales process.
  • Explain the capabilities and use cases of work.com pertinent to sales productivity

Communities and Site Management

  • Explain the use cases for Communities and sites in the sales process
  • Identify the impact of enabling Communities

Sales Cloud Analytics

  • Given a set of desired metrics, determine the appropriate report, dashboard or analytic snapshot solution
  • Describe the implementation considerations of multi-currency on reports and dashboards

Integration and Data Management

  • Explain the use cases and considerations for integrations common to Sales Cloud implementations
  • Explain the use cases and considerations for data migration in Sales Cloud
  • Given a scenario, analyze the implications and design considerations of large data and transaction volumes

Exam & Certification

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Course Curriculum

Salesforce Sales Cloud Details

Industry Knowledge

  • Explain the factors that influence sales metrics, KPIs and business challenges
  • Explain common sales processes and key considerations

Implementation Strategies

  • Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document)
  • Given a scenario, determine appropriate sales deployment considerations
  • Given a scenario, measure the success of a Sales Cloud implementation project

Sales Cloud Solution Design

  • Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order
  • Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs
  • Given a scenario, identify an appropriate approach when designing the lead conversion process
  • Describe the implementation considerations when designing a sales process
  • Given a scenario, determine when it is appropriate to include custom application development or a third-party application
  • Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting
  • Explain the capabilities and use cases for territory management
  • Explain the capabilities, use cases and design considerations when implementing Orders
  • Explain the capabilities, use cases and design considerations of Salesforce1 Mobile App pertinent to the sales process

Marketing and Leads

  • Explain how marketing capabilities support the sales process
  • Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification
  • Explain the best practices for managing lead data quality

Account and Contact Management

  • Identify use cases and design considerations for social accounts and contacts
  • Explain how the ownership of account and contact records drive visibility of related sales information such as opportunities, activities, etc
  • Explain the various methods for establishing relationships between accounts and contacts
  • Explain the impact of having an account hierarchy
  • Explain the methods for populating and maintaining account and contact data using data enrichment tools
  • Explain the use cases and implications for implementing person accounts

Opportunity Management

  • Given a set of requirements, determine how to support different sales process scenarios
  • Given a scenario, determine the relationships between sales stages, forecast and pipeline
  • Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc
  • Given a set of requirements, determine the appropriate forecasting solution
  • Describe the impact of multi-currency on opportunities

Sales Productivity

  • Given a scenario, determine the key features that help to enable and measure sales productivity and adoption
  • Identify use cases and considerations for using email and productivity tools
  • Given a scenario, identify the appropriate mobile solution to improve sales productivity
  • Describe how Chatter enables collaboration in the sales process
  • Explain the use cases and best practices for using Content vs. Chatter Files in the sales process.
  • Explain the capabilities and use cases of work.com pertinent to sales productivity

Communities and Site Management

  • Explain the use cases for Communities and sites in the sales process
  • Identify the impact of enabling Communities

Sales Cloud Analytics

  • Given a set of desired metrics, determine the appropriate report, dashboard or analytic snapshot solution
  • Describe the implementation considerations of multi-currency on reports and dashboards

Integration and Data Management

  • Explain the use cases and considerations for integrations common to Sales Cloud implementations
  • Explain the use cases and considerations for data migration in Sales Cloud
  • Given a scenario, analyze the implications and design considerations of large data and transaction volumes

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