Course Outline
Getting Started with Salesforce Sales Cloud for Government
- Introduction to Salesforce for Sales Operations in the Public Sector
- Navigating the Salesforce Interface and Ecosystem
- Understanding the Comprehensive Salesforce Ecosystem for Government Use
Lead and Contact Management for Government
- Creating, Importing, and Qualifying Leads for Government Agencies
- Converting Leads into Contacts and Accounts within Public Sector Organizations
- Tracking Communication and Follow-Up Tasks in a Government Context
Opportunity and Pipeline Management for Government
- Creating and Managing Opportunities within Government Contracts and Projects
- Sales Stages, Forecasts, and Pipeline Views for Public Sector Operations
- Utilizing Products, Quotes, and Price Books in Government Procurement
Account and Activity Management for Government
- Managing Accounts and Related Records for Government Clients and Stakeholders
- Logging Calls, Meetings, and Emails in Public Sector Interactions
- Using Activity Timelines and Calendars to Enhance Government Operations
Productivity and Collaboration Tools for Government
- Leveraging Chatter for Internal Collaboration within Government Teams
- Setting Up Tasks, Reminders, and Events for Efficient Public Sector Management
- Automating Routine Tasks and Notifications to Streamline Government Processes
Sales Reports and Dashboards for Government
- Creating Custom Sales Reports for Government Performance Tracking
- Building Dashboards to Monitor and Enhance Government Operations
- Using Filters and Charts for Deeper Insights into Public Sector Data
Best Practices and Mobile Use for Government
- Salesforce Best Practices for Sales Users in the Public Sector
- Accessing Salesforce on Mobile Devices to Support Field Operations for Government Employees
- Maintaining Data Quality and Pipeline Hygiene in Government Systems
Summary and Next Steps for Government
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 necessary
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.
