Salesforce for Sales Reps Training - San Jose

Drawing on a vast ecosystem of cloud-based applications, Salesforce enables sales teams to work more effectively, forecast sales with greater accuracy and close more sales. Salesforce is a powerful tool which minimizes the burden of administrative tasks, freeing up the sales person to focus growing and maintaining client relationships. AcademyX's Salesforce training in San Jose prepares you to navigate the Salesforce platform with speed and confidence, to configure the system to meet your needs, as a sales professional, as well as the requirements of your specific industry, and to develop a set of powerful techniques to accomplish more with this industry-leading customer relationship management system. Upon completing 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 Training Reviews:

Rated 4.6/5 based on 48 student reviews.

Great - very useful, hands-on training. Instructor is very knowledgeable, patient and willing to adapt the curriculum based on the audience needs.
- , Sunnyvale

A good first pass at Salesforce. Very fundamental and what I was looking for.

Instructor was very knowledgeable and provided answers to my specific questions when I had them. He was also able to point me in the right direction for even more information for homework.
- , Campbell

I was remote from the actual class room in San Francisco, but the instructor was still very able to keep me always included and informed. Of course it would have been better to be in the live class room, but this was a workable option.
- , Career transition, San Jose

Highly informative and helpful. The instructor presented the material in a manner that was easy to understand and follow. He was energetic and had a good sense of humor!
- , Stanford University, Palo Alto

"Very Good!"
- , Fundamentals Training San Jose

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

"Very good. Instructor was patient and explained concepts well."
- , Fundamentals Training San Jose
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* Note: This class description is for training in San Jose. We also offer training in Los Angeles, Sacramento, and San Francisco.