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SUCCESS WITH SALESFORCE ESSENTIALS

GET SET UP, LEARN BEST PRACTICES, AND SUPERCHARGE YOUR SALES AND SUPPORT TEAMS

SALES SETUP

WORK YOUR SALES PROCESS

Qualify and Convert Leads

In this video you will learn how to:

  • Manage your prospects using Salesforce leads.
  • Log calls, create tasks, collaborate, and send email from your workspace.
  • Convert the lead record to a contact and opportunity to track a new deal.

Work Your Opportunities and Manage Your Pipeline

In this video you will learn how to:

  • Work your deals and manage your pipeline.
  • Use Salesforce’s smart, interactive features to help you develop and track deals, visualize progress, and close business.
  • Use the opportunity workspace and Kanban board.

Leverage Lightning Dialer for Essentials

Introducing inbound and outbound phone capabilities for small businesses, Lightning Dialer for Essentials empowers both your Customer Support and Sales Teams. Easy to set up with guided walk throughs, make it simple to get your teams up and running. Included in Lightning Dialer for Essentials is the call routing feature, customized business hours, and 1-click calls. With 1-click calls, you will be reducing data entry and allowing your representatives to personalize their conversations all while tracking each interaction within your Essentials Organization.

Set Goals for Your Team

To set goals for your team, simply go to your home page and click the pencil icon next to ‘GOAL’ to edit.

Set Goals for Your Team

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