Duration

1 day(s)

Audience

Marketers with little or no experience with Salesforce or those wanting a refresher on how to effectively manage leads and campaigns within Salesforce.

Prerequisites

Basic knowledge of what a CRM solution can do and have notions of marketing activities

Objectives

Getting to know all the possibilities of the Marketing module and how to use it effectively.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

This class is specifically designed to teach marketing people the basics of Salesforce. The instructor will focus on the key features a marketer can use to immediately become effective with Salesforce.
A student in this class will learn how to manage leads and campaigns. In addition, the instructor will show students how to use the lead import wizard to manage large campaigns. Finally, the student will learn how to use and create list views and reports.

Contents

• Overview of Salesforce for marketing
• Working with Leads
• Working with Campaigns
• Importing Leads
• Mass Updating Leads
• Creating List Views & Reports