Skip to Scheduled Dates
Course Overview
This course is designed to teach sales leaders, such a managers and directors, the best ways to manage a team well using Salesforce. The instructor will focus on Kanban Boards, important reports, and other key features a sales leader can use to immediately increase effectiveness of Salesforce as a sales team accelerator.
Who Should Attend
Sales Leaders using Salesforce
Course Objectives
- Introductions / Login to Lightning Training Org
- Overview of Salesforce Lightning for Sales
- Working with List Views
- Creating and effectively using a Kanban Board
- Running Reports to help you lead the team
- Using Salesforce for Pipeline Review meetings
- Increasing user Adoption
- Question & Answer
Course Outline
- Introductions / Login to Lightning Training Org
- Overview of Salesforce Lightning for Sales
- Working with List Views
- Creating and effectively using a Kanban Board
- Running Reports to help you lead the team
- Using Salesforce for Pipeline Review meetings
- Increasing user Adoption
- Question & Answer