Salesforce: Sales Automation for Salespeople

Offered By: LinkedIn Learning

Tags

Salesforce Courses

Course Description

Overview

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Explore sales automation tools that enable salespeople to automate some customer communications, create sales cadences, and use a work queue.

Syllabus

Introduction

Introduction to sales automation
What you should know
Sales tasks that can be automated in Salesforce

1. What and How to Automate

Set up automation
Email sync and calendar sync setup
How to use synced accounts

2. Set Up Automation

Sales dialer
Email templates
Einstein Email Insights
Einstein Lead Scoring

3. Sales Cadences

Why sales cadences are important
Setting up a sales cadence
Reporting for sales cadence

4. Work Queues

What are work queues?
Setting up a work queue
Salesforce AppExchange

Conclusion

Conclusion and additional resources

Taught by

Christine Volden

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