Salesforce for Sales Managers

Start leveraging Salesforce like a power user. Learn how to manage teams inside of Salesforce and learn how to work with pricing, products, leads, and reports.

Introduction

• Welcome
• What to know before watching this course
• The importance of rules and quality data

1. Lead and Opportunity Management

• Understand the leads lifecycle
• How to view and assign leads
• The importance of tracking
• View team leads and opportunities
• Transfer leads and opportunities

2. Reporting

• Create basic sales reports
• Create reports by salesperson
• Create reports by teams
• Create a goals-based dashboard
• View your sales pipeline with dashboards

3. Products and Price Books

• How products and price books are used in Salesforce
• How to set up a price book
• How to set up a product

4. Forecasting

• How are forecasts used?
• View and adjust forecasts
• View quotas in forecasts

Conclusion

• Next steps