Sales Rep Essentials

SFA 180

Sales Rep Essentials takes a deep dive into the Salesforce CRM SFA application to give sales representatives the tools they need to unlock the power of Salesforce. This online, on-demand course is a media-rich, interactive look at everything a sales rep needs to know to get up and running quickly, efficiently, and successfully.

Using real-life business scenarios and system simulations, the 11-module course covers the basics of navigation and shows how to manage the Account, Contact, and Lead Management features. Sales reps become more effective and productive as they learn the essentials of the Opportunities, Calendar Management, and Task functionality. Each module ends with a knowledge-check quiz.


Who Should Take This Course?

This course is designed for sales reps who need to get up to speed quickly by learning key concepts, functionality, and tips and tricks.


Prerequisites

Completion of ADM 100 Salesforce Fundamentals.


What You Will Learn

In this course, you will learn how to:

  • Set up and navigate the application
  • Create and manage Leads, Accounts, and Contacts
  • Manage sales pipelines with Opportunities
  • Manage your calendar and client communications with Activities
  • Leverage critical data and visualize results with Reports and Dashboards

More Information
  • Price: Call for pricing
  • Duration: About 3 hours
  • Format: On Demand
  • Download: Datasheet