LOCATION:

Axxis Solutions University

717 Ponce De Leon Blvd.
Suite 307,
Coral Gables, FL
33134

Tel: +1.305.602.0252

Great For:

Small businesses new to implementing Salesforce CRM.

New employees whom will be using Salesforce CRM as part of their daily sales and marketing activities.

Current users looking to expand their Salesforce CRM skills.

Learn How To:

• GETTING STARTED WITH SALESFORCE
• Set Up Salesforce CRM 30 Day Trial
• Navigating the Salesforce Interface
• The Lead to Sale Process
• OPTIMIZING LEAD FLOW
• Identify Lead Sources
• View Existing Leads
• Manage Leads
• Perform Common Lead Activities
• MANAGING ONGOING SALES PROCESSES
• Convert Leads
• Manage Accounts
• Manage Contacts
• MANAGING THE OPPORTUNITY PIPELINE
• Manage Opportunities
• Perform Common Opportunity Activities
• Close Opportunities
• STREAMLINING YOUR SALES REPORTING WITH REPORTS AND DASHBOARDS
• Creating Sales Reports
• View Reports
• View Dashboards

Incidentals: