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Curriculum Designed by Experts

Multisoft Virtual Academy’s Salesforce Sales Cloud Corporate Training is a specialized program tailored for sales teams, business analysts, and CRM professionals. This interactive course helps your organization streamline sales operations, improve lead conversion, and make smarter customer decisions using Salesforce's cloud-based tools. With expert-led sessions, real-time case studies, and hands-on practice, your team will gain a deep understanding of opportunity management, forecasting, lead tracking, and campaign execution. This course is designed to boost productivity, enhance customer engagement, and support revenue growth. Whether you are migrating to Salesforce or optimizing your current setup, this training ensures your team is prepared to succeed.
- Explain the factors that influence sales metrics, KPIs and business challenges
- Explain common sales processes and key considerations

- Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document)
- Given a scenario, determine appropriate sales deployment considerations
- Given a scenario, measure the success of a Sales Cloud implementation project

- Given a set of requirements, design an end-to-end sales process from lead to opportunity to quote to close to order
- Given a scenario, analyze customer requirements to determine an appropriate
- solution design considering capabilities, limitations, and design trade-offs
- Given a scenario, identify an appropriate approach when designing the lead conversion process
- Describe the implementation considerations when designing a sales process
- Given a scenario, determine when it is appropriate to include custom application development or a third-party application
- Describe the appropriate uses cases for Account and Opportunity Teams and the effect on sales roles, visibility, access, and reporting
- Explain the capabilities and use cases for territory management
- Explain the capabilities, use cases and design considerations when implementing Orders
- Explain the capabilities, use cases and design considerations of Salesforce1 Mobile App pertinent to the sales process

- Explain how marketing capabilities support the sales process
- Given a scenario, recommend appropriate methods for lead scoring and criteria for lead qualification
- Explain the best practices for managing lead data quality

- Identify use cases and design considerations for social accounts and contacts
- Explain how the ownership of account and contact records drive visibility of related
- sales information such as opportunities, activities, etc.
- Explain the various methods for establishing relationships between accounts and contacts
- Explain the impact of having an account hierarchy
- Explain the methods for populating and maintaining account and contact data using data enrichment tools
- Explain the use cases and implications for implementing person accounts

- Given a set of requirements, determine how to support different sales process scenarios
- Given a scenario, determine the relationships between sales stages, forecast and pipeline
- Describe the relationships between opportunities to assets, product line items and schedules, price books, quotes, contracts, campaigns, etc.
- Given a set of requirements, determine the appropriate forecasting solution
- Describe the impact of multi-currency on opportunities

- Given a scenario, determine the key features that help to enable and measure sales productivity and adoption
- Identify use cases and considerations for using email and productivity tools
- Given a scenario, identify the appropriate mobile solution to improve sales productivity
- Describe how Chatter enables collaboration in the sales process
- Explain the use cases and best practices for using Content vs. Chatter Files in the sales process.
- Explain the capabilities and use cases of work.com pertinent to sales productivity

- Explain the use cases for Communities and sites in the sales process
- Identify the impact of enabling Communities

- Given a set of desired metrics, determine the appropriate report, dashboard or analytic snapshot solution
- Describe the implementation considerations of multi-currency on reports and dashboards

- Explain the use cases and considerations for integrations common to Sales Cloud implementations
- Explain the use cases and considerations for data migration in Sales Cloud
- Given a scenario, analyze the implications and design considerations of large data and transaction volumes

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We are happy to help you 24/7Multisoft Corporate Training Features
Outcome centric learning solutions to meet changing skill-demand of your organizationWide variety of trainings to suit business skill demands
360° learning solution with lifetime access to e-learning materials
Choose topics, schedule and even a subject matter expert
Skilled professionals with relevant industry experience
Customized trainings to understand specific project requirements
Check performance progress and identify areas for development
Free SalesForce Sales Cloud Corporate Training Assessment
Right from the beginning of learning journey to the end and beyond, we offer continuous assessment feature to evaluate progress and performance of the workforce.
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SalesForce Sales Cloud Corporate Training Certification
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