Course description

The Salesforce CRM Fundamentals course is designed for beginners, sales professionals, marketers, and business administrators who want to understand and implement Salesforce CRM to enhance customer relationship management and streamline sales processes.

Salesforce is the world’s #1 cloud-based CRM platform, widely used by businesses to track leads, automate workflows, analyze sales data, and improve customer interactions. In this course, you'll gain hands-on experience with Salesforce tools, including Sales Cloud, Service Cloud, and Lightning Experience.

By the end of this course, you’ll be able to efficiently manage customer relationships, customize Salesforce for business needs, and automate workflows for increased productivity.

Why Learn Salesforce CRM?

???? Boost Sales & Productivity – Automate tasks and improve sales tracking.
???? Enhance Customer Engagement – Build strong relationships with personalized interactions.
⚡ Improve Business Efficiency – Automate marketing, sales, and support processes.
???? High Demand Career Skill – Salesforce expertise is in high demand globally.

What You’ll Learn:

???? Introduction to Salesforce & CRM Concepts – Understand CRM fundamentals and the role of Salesforce.
???? Salesforce Navigation & User Interface – Explore the Salesforce dashboard, tools, and features.
???? Lead & Opportunity Management – Track leads, manage pipelines, and close deals efficiently.
???? Sales & Service Cloud – Learn how to optimize sales and customer service using Salesforce.
???? Reports & Dashboards – Create insightful reports and real-time dashboards for decision-making.
???? Automation with Workflows & Process Builder – Automate repetitive tasks and approvals.
⚙ Customization & AppExchange – Customize Salesforce with fields, objects, and third-party apps.
???? Security & Access Control – Manage roles, permissions, and data security.
☁ Introduction to Salesforce Lightning Experience – Explore the next-gen UI for improved functionality.
???? Salesforce Certification Guidance – Get tips to prepare for Salesforce Administrator Certification.

By the end of this course, you will be proficient in using Salesforce CRM to manage customer relationships, automate workflows, and analyze business performance effectively.

What will i learn?

• Understand the fundamentals of Salesforce CRM.
• Manage leads, opportunities, and customer interactions efficiently.
• Create custom reports and dashboards for data-driven decisions.
• Automate business workflows using Salesforce tools.
• Prepare for Salesforce Administrator Certification.

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