Course curriculum

Best Practices and Recommendations for Small Teams On How to Admin a Salesforce.com (SFDC) Platform Without Being a Certified Admin

  1. Welcome

  2. Accounts and Contact Relationship

  3. Marketing and Lead Funnel

  4. Sales Pipeline

  5. Customer Assets and Locations

  6. Quotes

About this course

  • 31 lessons

Instructor(s)

Amy Grigg

Salesforce experience improving Salesforce.com orgs and training those in this exact market, proving these recommendations. 10yrs experience working at a major Telecom. Desire to truly help those in this market not have your CRM be a frustration and burden, but a valuable tool that makes your business easy.

Definition of Success

A successful outcome of this course enables you to:

  • Being able to track everything you need in a way that makes sense

  • Being efficient in your processes reducing frustration and errors

  • Having the knowledge and confidence that your CRM can be agile and scalable when you need it

  • Being able to easily report on the data to produce information requests for customers when needed

Coming soon!

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