Optimize Sales Features for Lightning Experience
Offered By: Salesforce via Trailhead
Course Description
Overview
Help your sales teams improve selling relationships and close more deals.
- Guide your reps through opportunity stages with an optimized page layout.
- Boost rep productivity with an activity timeline and integrated email.
- Configure price books, templates, and contracts to help your sales reps sell products.
- Resolve and prevent duplicate records to increase user confidence in your data.
- Log your activities, target the right leads, and close more deals with AI for sales.
- Learn how Sales Dialer can make sales teams more efficient and productive.
Syllabus
- Path & Workspaces
- Optimize Sales Processes with Path in Salesforce
- Get Reps Working Efficiently in Workspaces
- Sales Productivity
- Help Your Reps Use Activities
- Work Smarter in Calendar and Events
- Send Email Through Salesforce
- Products, Quotes, & Contracts
- Create Price Books to Track Your Products
- Configure Quotes for Your Customers and Track Contracts
- Duplicate Management
- Improve Data Quality in Salesforce
- Resolve and Prevent Duplicate Data in Salesforce
- Sales Cloud Einstein
- Increase Sales Productivity
- Automate Sales Activities
- Target the Best Leads
- Close More Deals
- Connect with Your Customers and Create New Business
- Improve Sales Predictions
- Sales Dialer
- Get Started with Sales Dialer
- Increase Sales Rep Productivity
- Monitor Sales Calls and Create Reports
Tags
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