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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforcecom-essentials/
课程评论：没有评论
课程名称：商业经理的SalesForce CRM完整指南 课程概述：本课程旨在教会您如何创建以客户为中心的企业，确保客户的满意度，并促使他们不断回头购买。您将掌握如何利用SalesForce改善公司的客户服务，无论您是经营服务型还是产品型业务。通过学习这一宝贵的客户关系管理（CRM）程序的方方面面，您的销售和服务团队将会做到最佳状态。 在本课程中，您将学习如何有效利用SalesForce管理客户关系、管理潜在客户和跟踪商机以提高销售、创建报告、协作及管理销售团队、连接社交网络以提高客户满意度。使用SalesForce这样的客户关系管理软件将为您提供必要的工具，促进并保持客户忠诚度，从而可能带来更高的利润。 课程内容涵盖包括活动的规划与追踪、与同事的协作及潜在客户的管理等主题。您还将学习如何有效地跟踪销售机会、生成报告和创建仪表板，并将SalesForce与您的社交网络连接。 课程开始于SalesForce的介绍，非常适合完全的初学者。您将熟悉界面，学习如何规划和追踪活动，以及使用Chatter功能与同事协作。此外，您还将学习如何将SalesForce与Microsoft Outlook集成，以便同步电子邮件、联系人、任务和日程，方便与同事共享信息。 您将学习如何管理潜在客户、处理客户账户和联系，追踪销售机会。同时，您会学习关于视图、报告和仪表板的使用，利用报告生成器创建标准和自定义报告，并将报告数据用于创建仪表板。课程还将探讨如何将SalesForce与社交网络连接，以便保持与客户的联系。 您还将学习如何创建自定义视图、配置偏好设置以及导入数据，以使SalesForce更好地满足您的特定需求。最终，您将学习如何利用SalesForce的工具有效管理销售团队，成功召开团队会议，成为一名优秀的销售经理。 无论您之前对SalesForce了解多少，完成本课程后，您都将熟练掌握该软件。这一学习过程将帮助您跟踪客户反馈，找到更有效满足客户需求的方法，并通过提高客户满意度来增加销售，无论您工作的行业如何。
This course will teach you how to create a customer-focused business that will keep customers satisfied and coming back for more.You'll master how to use SalesForce to improve your company's customer service, whether you operate a service-based or product-based business.By learning the ins and outs of this valuable customer relationship management program, your sales and service teams will be at the top of their game.Learn How to Effectively Use SalesForce to Manage Customer RelationsManage Leads and Track Opportunities to Increase SalesCreate Reports, Collaborate, and Manage a Sales TeamConnect to Social Networks and Improve Customer SatisfactionBoost Customer Satisfaction and Sales in Any Business by Using SalesForceWith a customer relationship management (CRM) program like Salesforce, you'll have the tools necessary to encourage and maintain customer loyalty, and this could lead to increased profits.Throughout this course, you'll master how to use this in-demand software to reduce costs and increase profitability every day.Topics covered include planning and tracking activities, collaborating with coworkers, and managing leads.You'll also learn how to effectively track sales opportunities, run reports and create dashboards, and connect SalesForce to your social networks.Contents and OverviewThis course starts off with an introduction to SalesForce, so it's ideal even for complete beginners.You'll be guided through the interface and learn how to plan and track activities, as well as use the Chatter feature to collaborate with co-workers.You'll also learn how to integrate SalesForce with Microsoft Outlook so you can sync emails, contacts, tasks, and appointments to easily share them with colleagues.In addition to easy collaboration, you can also use SalesForce to generate sales, so you'll learn how to manage leads, work with accounts and contacts, and track sales opportunities.To track your progress, you'll learn about Views, Reports, and Dashboards. You'll create standard and custom reports using the report builder, and you'll use your report data to create a dashboard.You'll even cover how to connect SalesForce to your social networks so you can maintain contact with customers there as well.And you'll tackle how to create custom views, configure preferences, and import data to make SalesForce work for your specific needs.Finally, you'll learn how to manage a successful sales team by using the tools available in Salesforce. You'll be able to run team meetings and become the best sales manager possible.Regardless of your prior experience with SalesForce, you'll be proficient in the software by the time you complete this course. Completing this course will help you keep track of your customers' feedback, figure out ways to meet customer needs more effectively, and increase sales through improved customer satisfaction, regardless of what industry you work in.
