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
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Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
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Certificate of Completion
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Showcase on your LinkedIn profile under “Licenses and Certificate” section
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Meet the instructor
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Contents
What’s included
- Learn on the go Access on tablet and phone