Salesforce for Sales Reps Training - San Francisco

Salesforce is a powerful, cloud-based, customer relationship management system which reduces the intense administrative burden at each stage of the sales cycle, allowing each sales person to focus on fostering and maintaining client relationships. AcademyX's training in San Francisco will help you begin to use this powerful and complex tool to close more deals in less time. In the course of this training, you will become adept at navigating the numerous, related components of the Salesforce platform, learn the keys to customizing around your specific needs, and develop your own set of high-performance techniques to accomplish more with Salesforce. Upon completion of this training, you will be able 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

Salesforce Training Reviews:

Rated 4.5/5 based on 62 student reviews.

Very easy to follow! I left class having a much better understand of Salesforce and how it can make me more successful at my job.
- , PIER 39, San Francisco

Detailed and helpful. Rally good for beginners and to get a good understanding the principles behind a CRM software.
- , IT Law Group, Palo Alto, CA

Very impressed. Loved the activities and interaction, as well as the small class size (4). I feel like I learned all I expected and more.
- , Demandforce

Great it really shed some light on the general fundamentals of

Excellent overview of a complicated system. Appreciated the opportunity to get my hands dirty but with guidance. Webinars and manuals are great, but nothing compares with having a live expert walking with you through the material.
- , Rising Sun Energy Center, Berkeley

Excellent, very clear and made easy to follow.
- , Westmark Products, Inc., San Jose

Great introduction to Salesforce!
- , BB&M, Walnut Creek, CA

Very very informative! Instructor makes it easy to follow his instruction.
- , Social Media for the Uncomfortable

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