The marketing module to its full potential in Salesforce.com
This course is currently not scheduled on the open calendar, but can be organized on request.Request Course
Marketers with little or no experience with Salesforce or those wanting a refresher on how to effectively manage leads and campaigns within Salesforce.
Basic knowledge of what a CRM solution can do and have notions of marketing activities
Getting to know all the possibilities of the Marketing module and how to use it effectively.
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.
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.
- Overview of Salesforce for marketing
- Working with Leads
- Working with Campaigns
- Importing Leads
- Mass Updating Leads
- Creating List Views & Reports