Salesforce for Small Business Preview

Salesforce for Small Business

With Chris Mattia Liked by 311 users
Duration: 1h 16m Skill level: Beginner Released: 9/28/2017

Course details

SalesforceIQ is a turn-key solution for small and medium businesses looking for a customer relationship management (CRM) system. In this course, Chris Mattia quickly gets you up and running with SalesforceIQ to manage your customers, sales, services, leads, accounts, and opportunities. Learn how to customize the account settings to meet the needs of your growing business, and build detailed records to track leads, opportunities, and existing customers throughout the sales pipeline. Discover how to track multiple pipelines with lists, and build event and communication logs to make sure everyone on the team has the latest information. Then find out how to build to-do lists with tasks, filter sales data, and run reports to track past performance and build accurate forecasts about future potential.

Skills you’ll gain

Earn a sharable certificate

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Sample certificate

Certificate of Completion

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Meet the instructor

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Contents

What’s included

  • Learn on the go Access on tablet and phone

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