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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-for-admins/
课程评论：没有评论
**课程名称：** Salesforce 基础：掌握 CRM 以获得业务成功 **课程概述：** 本课程是为期内容丰富的指南，旨在帮助您掌握 Salesforce，这是全球领先的客户关系管理 (CRM) 平台。无论您是 Salesforce 的新手还是希望提升技能，本课程都将提供结构化、实践性的方法，帮助您充分利用 Salesforce 来管理客户、跟踪销售和优化业务运营。 **课程内容：** * **入门与导航：** * 了解 Salesforce 的核心功能以及它如何帮助企业。 * 学习如何访问 Salesforce，包括通过公司实例或设置开发者组织。 * 掌握 Salesforce 的基本导航、搜索和数据组织技巧。 * **客户管理：** * 学会高效管理客户关系，包括创建和管理客户账户 (Accounts) 和联系人 (Contacts)。 * 学习如何组织任务 (Tasks) 以及自定义列表视图 (List Views) 以提高效率。 * **销售管理：** * 深入了解销售流程，学习如何跟踪潜在交易（机会 - Opportunities）。 * 掌握 Kanban、Path 和仪表盘 (Dashboards) 等关键工具，以保持销售管道的更新并推进交易。 * 全面学习潜在客户 (Leads) 的管理，从资格审核到转化，以最大化销售潜力。 * **提高生产力与报告：** * 学习如何将 Salesforce 融入日常工作流程，提供重要的生产力技巧。 * 掌握活动管理 (Activities)、日历使用以及创建强大报告的方法。 **学习目标：** 完成本课程后，您将能够： * 自信地导航 Salesforce 平台。 * 有效地管理客户数据。 * 运用 Salesforce 工具推动销售成功。 **目标学员：** 本课程面向所有希望在 Salesforce 领域打下坚实基础的人员，包括销售专业人士、企业主以及有志成为 CRM 专家的人士。
Salesforce is the world's leading CRM, helping businesses manage customers, track sales, and streamline operations. Whether you're new to Salesforce or looking to improve your skills, this course provides a structured, hands-on approach to mastering the platform.This course starts with the basics, guiding you through Salesforce navigation, search, and data organization. You'll learn how to access Salesforce, whether through your company's instance or by setting up your own Developer Org. As you progress, you'll discover how to manage customer relationships efficiently by creating accounts and contacts, organizing tasks, and customizing list views.Next, you'll dive into sales management, learning how to track potential deals as Opportunities. You'll explore key tools like Kanban, Path, and dashboards to keep your pipeline updated and move deals forward. Managing leads is also covered in-depth, from qualification to conversion, ensuring you can maximize sales potential.Beyond data entry, this course helps you integrate Salesforce into your daily workflow with essential productivity tips, including managing activities, using the calendar, and running powerful reports. By the end of the training, you'll have the skills to navigate Salesforce confidently, manage customer data effectively, and drive sales success.Whether you're a sales professional, business owner, or aspiring CRM expert, this course is your gateway to unlocking the full potential of Salesforce. Enroll today and take the first step toward Salesforce mastery!
