Who is this workshop for

Sales Operations Teams

  • Sales Ops Managers & Analysts

  • Revenue Operations (RevOps) professionals

  • CRM Administrators (with a sales focus)

Sales Leaders

  • Sales Directors, VPs, and CROs

  • Sales Strategy & Planning Managers

Other Roles Who Support Sales

  • Business Analysts

  • Implementation Consultants

  • Marketing Operations

  • Customer Success Operations

Course curriculum

    1. Setting Up Sales Cloud

    1. Managing Leads Effectively

    1. Analyzing Sales Data

    1. Effective Communication Strategies

    1. Future Learning Opportunities

About this course: 8 hours starts on Mondays

  • $499.00

What your will learn

  • Setup & Configuration

    Set up Sales Cloud for your team's specific needs, and connect Sales Cloud with your existing systems (email, Slack, ERP)

  • Automation

    Automate repetitive tasks so reps can focus on selling and build lead routing, follow-ups, and approval processes that run on autopilot

  • Lead Management

    Capture leads from your website automatically and score leads so reps know who to call first. Also, nurture leads until they are ready to buy

  • Metrics & Analytics

    Track the right KPIs (win rate, sales cycle, forecast accuracy) and build dashboards for reps, managers, and executives. Also, analyze sales data to make smarter decisions.

  • Collaboration

    Use Chatter, Opportunity Teams, and Quip to improve teamwork and communicate better with clients and internal stakeholders.

  • Best Practices

    Maximize the impact of Sales Cloud on your operations and avoid common mistakes that kill user adoption.

Discover your potential, starting today

Enroll today