Efficient Use of Salesforce in Sales

Course overview

Efficient Use of Salesforce in Sales 1. Introduction to Salesforce and its Functions: Definition and overview of Salesforce, importance of Salesforce for sales, overview of the main functions of Salesforce 2. Customizing Salesforce to Business Needs: Configuration and customization of the Salesforce platform, creation of custom dashboards, integration of Salesforce with other tools 3. Using Salesforce for Sales Optimization: Utilizing Salesforce for lead generation, tracking and management of sales opportunities, automation of sales processes 4. Monitoring and Analysis in Salesforce: Development of KPIs for measuring success, use of reports and dashboards, adjustment of sales strategies based on data 5. Salesforce as a Collaboration Tool in the Sales Team: Promoting teamwork through Salesforce features, communication and information exchange within the team, roles and permissions in the Salesforce system 6. Practical Project for Applying Salesforce in Sales: Development and presentation of a Salesforce project, feedback from experts and other participants, reflection on personal learning experiences 7. The Future of Salesforce and CRM Systems: Trends and innovations in Salesforce, impact of AI on Salesforce applications, preparation for future developments

Upcoming dates

• 2026-08-02T22:00:00.000Z · 2027-02-10T23:00:00.000Z · München · Combined Learning
• 2026-08-04T22:00:00.000Z · 2027-08-01T22:00:00.000Z · München · Combined Learning
• 2026-08-09T22:00:00.000Z · 2027-08-08T22:00:00.000Z · Virtuelles Klassenzimmer
• 2026-08-16T22:00:00.000Z · 2027-02-24T23:00:00.000Z · Virtuelles Klassenzimmer