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所在平台: Udemy |
课程主页: https://www.udemy.com/course/workflow-in-salesforce/
课程评论：没有评论
课程名称：Salesforce中的工作流 课程概述：在这个全球领先的Salesforce CRM中，市场营销和销售人员能够更智能、更迅速地进行销售。Salesforce中的工作流是一种自动化特定业务流程的出色方法。您可以创建规则，依据设定的特定条件，Salesforce可以执行多项操作，例如发送电子邮件、创建任务或更新字段。 销售流程描绘了机会在销售周期中所经历的各个阶段，这直接影响到销售路径中可以查看的内容。在具体的销售流程中，您可以轻松添加或删除阶段。Cloud Kicks使用了两种不同的销售流程，一种用于零售销售，另一种用于定制鞋项目。由于零售销售和定制项目的销售周期不同，因此它们经过的销售阶段也不同。Cloud Kicks团队逐步概述了这两种流程，因为他们希望分别跟踪和报告这些销售类型。不同的销售流程意味着不同的数据。 自动化工作流：通过自动化销售流程，销售代表可以跳过繁琐的工作，及时采取正确的行动。令人兴奋的是，使用Sales Cloud，您可以通过简单的点击工具管理工作流和流程。 Service Cloud + Sales Cloud = 可观的收益：借助Salesforce平台，您可以停止担心失去客户，开始专注于满足客户未来的需求。Salesforce每年发布三次新功能，这些创新可以无缝集成到您的CRM中，并且平台完全可定制，以便您能够根据自己的业务流程进行调整。当所有的协作带来爆炸性的增长时，Salesforce也将与您一起成长。
Marketing & Sales persons now can Sell smarter and faster with the world's #1 Salesforce CRM. Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field.A sales process maps out the stages an opportunity follows through its sales cycle, affecting what's available to view in a sales path. Within a specific sales process, you can easily add and remove stages.Cloud Kicks uses two distinct Sales processes, one for retail sales and one for custom shoe projects. Retail sales follow a different sales cycle than custom projects, and that means they go through different sales stages.The Cloud Kicks team outlined both processes step by step, because they want to track and report on these types of sales separately. Distinct sales processes mean distinct data.Automated WorkflowsBy automating your sales process, your reps can skip the busywork and take the right actions at the right time. The really great thing? With Sales Cloud, you can manage workflows and process with point-and-click tools.Service Cloud + Sales Cloud = Lots of RevenueWith the Salesforce Platform, you can stop worrying about losing customers, and start focusing on meeting their needs for the future. And yes, we help with that, too. Salesforce releases new features three times each year, and with the platform, that innovation seamlessly integrates into your CRM. It's also completely customizable, so you can tailor it to your business processes. And when all that collaboration leads to explosive growth, Salesforce grows right along with you.
