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Success with Sales Cloud

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Plan

Sales Cloud Basics

Are you ready to connect to your customers in a whole new way? Start your Journey from preparation to deployment by following the steps below.

Create Your Users

Understand the basics of user management and how to control access and visibility to your company’s sales data.

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Plan Your Implementation

Identify and prioritize your business objectives for a successful Sales Cloud implementation.

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Explore Sales Cloud Basics LIVE With Help From Our Experts!

Our Getting Started with Sales Cloud webinar series has all the info and tools you need to deploy Salesforce. Join the webinars live or continue with the videos below.

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Implement

Define Your Sales Process

Map Leads and Opportunities to your sales process in order to track your deals from prospecting to close.

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Track Activities

Manage your Sales team’s day-to-day meetings and tasks to increase productivity.

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Set Up Accounts and Contacts

Know your customers, competitors, and partners by bringing visibility to your most important sales data.

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Customize Salesforce

Make Salesforce work the way you do with personalization options to support your business practices.

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Import and Manage Data

Sales Cloud Dashboard For Data Import Wizard

Understand the best practices and tools available to import and manage your data.

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Explore Salesforce Analytics

Reporting as a monitoring and decision making tool

Transform the way you use data, find answers, and take action with Reports and Dashboards.

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Train

Train Your Users

Plan Your Training Sales Cloud Video

Learn how to turn your users into experts by providing effective training, support, and motivation techniques.

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Sales Cloud Training Video- Plan your training by: 1. Identify your audience 2. Determine relevant user scenarios 3. Define your training paths.

What’s Next?

You’ve completed the basics, now you’re ready to go to the next level – drive collaboration, go mobile, and get sales closing deals faster. Pick your journey and continue your path to success.

Get Started with Chatter

Connect your employees, partners and customers together to collaborate with Chatter.

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Automate Business Processes

Streamline your business processes with a powerful Salesforce workflow tool.

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Win More Deals

Track the entire sales process to help motivate and empower your sales team.

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Get Started with the Salesforce App

Set up the app that lets you run your business on the go.

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Improve Lead Conversion

Capture, prioritize, and route leads to the right resource at the right time.

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Increase Sales Rep Efficiency

Help your team spend less time on processes, and more on closing deals.

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Go Further

Check out the Success Journey Hub for our full list of available journeys.

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Got Questions? Join our Trailblazer Community

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