Salesforce & CRMs

ESalesforce is a popular customer relationship managment platform (CRM) that enables you to manage your leads and customer data, as well as track your interactions, tasks and workflows.

This class will cover:

• Overview of Salesforce and CRMs in general
• Creating accounts, contacts, tasks and leads
• Best practices for contacts, leads and opportunities
• Converting leads
• Managing your sales process
• Creating and completing tasks and follow-ups
• Reports and Dashboards

This class requires no previous experience or technical background and is perfect for those of all comfort levels.