Salesforce for Sales Reps Training - Sacramento

With a powerful, cloud computing, customer relationship management platform, Salesforce supports the efforts of sales teams across industries to close more business, work more effectively, and generate more accurate forecasts. This recognized industry leader diminishes the administrative burden inherent in the sales cycle, allowing the sales person to focus on fostering and managing client relationships. AcademyX's training in Sacramento will equip you to navigate the ecosystem of Salesforce applications with both speed and confidence, customize the system around the way you work and master key techniques to accomplish more, faster, with Salesforce. In the course of this Salesforce training in Sacramento, you will learn to:

Getting Started with Salesforce

  • Set Up Salesforce Developer Edition
  • Orientation to the Salesforce Interface
  • The Sales Process

Optimizing Lead Flow

  • Identify Lead Sources
  • View Existing Leads
  • Manage Leads
  • Perform Common Lead Activities

Managing Ongoing Sales Processes

  • Convert Leads
  • Manage Accounts
  • Manage Contacts

Managing the Opportunity Pipeline

  • Manage Opportunities
  • Perform Common Opportunity Activities
  • Close Opportunities

Streamlining Your Sales Process with Reports and Dashboards

  • View Reports
  • View Dashboards
  • Extending Salesforce with AppExchange
  • Integrating Salesforce with Microsoft Office and Google Apps Fundamentals Training Reviews:

Rated 4.6/5 based on 6 student reviews.

Great class, instructor is very knowledgeable. Received very personalized training. I feel confident about using Salesforce!
- , The Growing Company, Sacramento

"Nice facility, friendly staff, great teacher An overall enjoyable experience."
- , Fundamentals Training

"It was good, and our instructor was knowledgable."
- , Pathbrite

"Great class."
- , Fundamentals Training

* Note: This class description is for training in Sacramento. We also offer Salesforce training in San Francisco, San Jose, and Los Angeles.