Course Outline
Getting Started with Salesforce Sales Cloud for Government
- Introduction to Salesforce for Sales in the Public Sector
- Salesforce Interface and Navigation for Government Users
- Understanding the Salesforce Ecosystem for Government Operations
Lead and Contact Management for Government
- Creating, Importing, and Qualifying Leads for Government
- Converting Leads into Contacts and Accounts for Government Use
- Tracking Communication and Follow-Up Tasks for Government Users
Opportunity and Pipeline Management for Government
- Creating and Managing Opportunities in the Public Sector
- Sales Stages, Forecasts, and Pipeline Views for Government Operations
- Using Products, Quotes, and Price Books for Government Contracts
Account and Activity Management for Government
- Managing Accounts and Related Records for Government Entities
- Logging Calls, Meetings, and Emails for Government Communication
- Using Activity Timelines and Calendars for Government Scheduling
Productivity and Collaboration Tools for Government
- Using Chatter for Internal Collaboration in the Public Sector
- Setting Up Tasks, Reminders, and Events for Government Users
- Automating Routine Tasks and Notifications for Government Efficiency
Sales Reports and Dashboards for Government
- Creating Custom Sales Reports for Government Needs
- Building Dashboards to Track Performance in the Public Sector
- Using Filters and Charts for Deeper Insights in Government Operations
Best Practices and Mobile Use for Government
- Salesforce Best Practices for Sales Users in the Public Sector
- Accessing Salesforce on Mobile Devices for Government Staff
- Maintaining Data Quality and Pipeline Hygiene for Government Operations
Summary and Next Steps for Government Implementation
Requirements
- An understanding of fundamental sales processes and terminology
- Experience with CRM systems or an interest in sales automation for government
- No prior experience with Salesforce is required
Audience
- Sales representatives and account managers
- Team leaders and professionals in business development
- CRM users seeking to enhance sales pipeline management
Testimonials (5)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
The trainer was flexible and was always looking for our feedback. Prior to going to the next topic he wanted to make sure everybody understood what was explained in the previous one.
Valentin - PTC EASTERN EUROPE S.R.L
Course - Salesforce for Administrators
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
Craig - Superior Minerlas
Course - Salesforce for End Users
application scenarios introduction
Rachel - ge ren
Course - Salesforce CPQ for Administrators
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
