Reports, Dashboards, and Customer Success in Salesforce

This course is part of Salesforce Sales Operations Professional Certificate

Instructors: Angela Prakash +1 more

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What you'll learn

  •   Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
  •   Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
  •   Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.

    • Skills you'll gain

  •   Sales Enablement
  •   Customer Relationship Management
  •   Data-Driven Decision-Making
  •   Data Visualization
  •   Customer Support
  •   Business Reporting
  •   Salesforce
  •   Sales Strategy
  •   Customer and Client Support
  •   Dashboard
  •   Performance Reporting
  •   Sales Management
  •   Customer Service
  •   Customer Success Management

    • There are 4 modules in this course

    This fourth course goes into more depth on how a sales operations specialist would use Salesforce Service Cloud to support a variety of different customer service needs. You will learn the basics of effective customer support, and you will leverage a variety of new tools available in the Salesforce Service Cloud to effectively manage customer relationships. This course also goes into more depth on how a sales ops specialist would use Salesforce Reports and Dashboards to support a variety of needs from a sales team manager to track, improve, and forecast the overall performance of a sales team. You will learn how to use filters to produce custom reports in Salesforce, and then discover how to visualize that data effectively through the use of charts and dashboards.  For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!

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