CRM01: Salesforce CRM and Business Intelligence

Training Session 2

Presented by: Oyinua Fumudoh BanigoVersion 1.0

2

Our Agenda for Day 2

CRM Core Sales Features & Lightning experience

Lead Management

Account & Contact Management

Opportunity, Products & Quote Management

Activity Management

3Learning Objectives

Understand Sales Cloud essentials

Learn how to set up your choice of the following objects:

Leads

Opportunities

Activities

Accounts and Contacts

• Learn where to find resources for setting up objects

4Sales Cloud Essentials

5Sales Cloud Essentials

6Sales Cloud Essentials

7Sales Cloud Essentials

8Sales Cloud Essentials

9Sales Cloud Essentials

10Sales Cloud Essentials

11Core Sales FeaturesManage the basics: the people that you sell to, the products and services that you offer, and more.

Accounts

Contacts

Leads

Campaigns

Opportunities

Products and Price Books

Contracts

Social Network Integration

Enterprise Territory Management

Collaborative Forecasts

Data.com

12Sales Productivity FeaturesEnhance your Salesforce experience by tracking events, communicating to customers via email, and

more. Home

Notes

Activities

Events and Calendars

Tasks

Salesforce Email

Microsoft® Email Integration for Office 365™

Work.com

13ResourcesSalesforce Documentation Library Marketing Cloud Documentation

Salesforce certification