Salesforce CRM Training Courses | Salesforce Online Training

Salesforce CRM – A Complete Guide +91-9989971070 www.visualpath.in

• Salesforce is a popular Customer Relationship Management (CRM) platform used by businesses to manage and analyze customer interactions throughout the customer lifecycle. www.visualpath.in

User Interface: • Familiarize yourself with the Salesforce user interface. It consists of various tabs, objects, and features. Common sections include Home, Accounts, Contacts, Opportunities, and Leads.

• Learn how to create, edit, and delete records in Salesforce. You can work with data like accounts, contacts, leads, opportunities, and more. www.visualpath.in

Customization: • Customize Salesforce to meet your specific business needs by creating custom fields, objects, and page layouts.

• Create custom reports and dashboards to analyze your data. www.visualpath.in

Automation: • Implement automation using Workflow Rules, Process Builder, and Flow to streamline business processes.

• Use Salesforce automation to send email alerts, update records, and trigger actions based on specific criteria. www.visualpath.in

Lead Management: • Learn how to manage leads efficiently by capturing, nurturing, and converting them into opportunities.

Opportunity Management: • Understand how to track sales opportunities from creation to closure. Use stages, probabilities, and forecasts for accurate sales tracking. www.visualpath.in

Account and Contact Management: • Keep track of customer accounts and their related contacts. Understand their interactions and preferences.

Email Integration: • Integrate email with Salesforce to log interactions and keep a record of customer communications. www.visualpath.in

Visualpath IT Solutions Salesforce CRM Online Training Address:- Flat no: 205, 2nd Floor, Nilgiri Block, Aditya Enclave, Ameerpet, Hyderabad-16 Ph No : +91-9989971070 Visit : www.visualpath.in

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