Скачать или смотреть Salesforce Sales Top Things to Learn for Sales Manager

Salesforce is a powerful customer relationship management (CRM) platform that offers a variety of features to help sales managers streamline their processes and improve overall efficiency. Here are some key Salesforce features that a sales manager should focus on learning:

Lead and Opportunity Management:

Understand how to create and manage leads and opportunities within Salesforce.
Learn how to track and update the status of leads and opportunities as they progress through the sales pipeline.
Account and Contact Management:

Learn to manage customer accounts and contacts effectively.
Understand how to associate contacts with specific accounts and track interactions.
Sales Cloud:

Familiarize yourself with the Sales Cloud, which is Salesforce's solution for sales automation.
Explore features such as workflow automation, approval processes, and task management.
Reports and Dashboards:

Learn how to create customized reports and dashboards to track key performance indicators (KPIs) and monitor team performance.
Chatter:

Understand how to use Chatter, Salesforce's collaboration platform, for internal communication and collaboration within your sales team.
Email Integration:

Explore Salesforce's email integration features to streamline communication and track email interactions with leads and contacts.
Forecasting:

Master the forecasting tools to predict and analyze sales trends and revenue projections.
Mobile Access:

Familiarize yourself with the Salesforce mobile app to stay connected and manage tasks while on the go.
Workflow Automation:

Learn how to automate routine tasks and processes using Salesforce's workflow rules and process builder.
Integration with Third-Party Apps:

Understand how to integrate Salesforce with other business tools and apps to enhance functionality and data synchronization.
Permission Sets and Profiles:

Gain proficiency in managing user access and permissions to ensure data security and privacy.
Training and Support:

Take advantage of Salesforce's training resources and support documentation to continuously update your skills and stay informed about new features.
AI-Powered Insights:

Explore Salesforce's AI capabilities, such as Einstein Analytics, to gain insights into customer behavior and sales trends.
Customer Journey Mapping:

Understand how to use Salesforce to map and analyze the customer journey, allowing for more personalized and targeted interactions.
Community Cloud (if applicable):

If your organization uses Salesforce Community Cloud, learn how to leverage it for customer and partner collaboration.