Salesforce CRM Training Tutorial

Introduction

• Speaker: Nick
• Focus: Training on Salesforce CRM
• Topics Covered:
  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Cases
  • Features of Salesforce
• Target Audience: New or learning users of Salesforce
• Chapters: Video is chaptered for easy navigation

Home Screen

• Components:
  • Sales pipeline
  • Revenue sources
  • Today’s tasks
  • Today’s events
  • Recent records
  • Recent opportunities
  • Assistant information (e.g., overdue opportunities)
• User-Specific: Home screen varies by role (sales, support, marketing, etc.)
• Navigation Bar: Top bar for navigating different objects

Leads

• Definition: Potential business opportunities not yet qualified
• Views: Can change view (e.g., All open leads, recently viewed)
• Lead Management:
  • New leads: Created by entering basic info
  • Lead status: Tracks stages from new to converted and qualified
  • Actions: Email, phone calls, qualifying/unqualifying leads
• Conversion: Converts to account, contact, and opportunity

Accounts

• Definition: Businesses or organizations
• Creation: Enter business details (phone, name, industry, etc.)
• Recommendation: Add all business-related accounts (customers, suppliers, etc.)
• Relationships: Links to contacts, opportunities, cases, and notes

Contacts

• Definition: Individuals within accounts
• Creation: Enter personal details (name, email, phone, etc.)
• Association: Always linked to an account

Opportunities

• Definition: Sales opportunities
• Sales Stages: Tracks stages from qualification to close
• Creation: Typically created by converting leads
• Management:
  • Track communication, activities, and status
  • View and update stage history
• Views: Table view, Kanban view, split view

Cases

• Definition: Customer support issues or questions
• Creation: Add case details, associate with contact and account
• Management: Track stages, log activities, and close cases
• Knowledge Area: Internal search tool for solutions and help

Tasks and Calendar

• Tasks:
  • Create tasks, assign them, set due dates, priority, and status
  • Track tasks in relation to accounts and contacts
• Calendar:
  • Schedule events, sync with Google/Microsoft calendar
  • Views: Day, week, month, availability
  • Create events with details and reminders

Reports and Dashboards

• Reports:
  • Pre-generated and custom reports
  • Types: Open leads, opportunity pipeline, etc.
• Dashboards:
  • Visual representation of data
  • Customizable based on report data

Campaigns

• Definition: Marketing campaigns
• Management: Create, track status, associate opportunities
• Metrics: Track response, budget, and revenue

General Features

• Search: Search records within any list view
• List Management: Create and customize lists/views
• Chart Options: Visual representation of data in list views
• Favorites: Mark accounts, opportunities, etc., for quick access
• Global Actions: Quick create options for tasks, events, leads, etc.
• Setup and Notifications: Basic setup and notifications management
• Notes: Create and associate notes with various records

Conclusion

• Additional Help: Website and contact info for further assistance
• Interaction: Encourage questions and comments for further clarity
• Final Note: Emphasis on maximizing Salesforce potential