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Welcome to SALESFORCE Online Training


Salesforce has emerged as one of the most widely recognized and talked about customer relationship management (CRM) cloud software systems. For those of you still stuck using spreadsheets and other ad hoc systems tomanage sales, however, the idea of a cloud CRM like Salesforce may be a new concept.

Using Salesforce toManage Sales
1. Conduct Marketing

The first step in the sales process is gathering leads. A surefire way todo this is through both old-school outbound and innovative inbound marketing strategies. Inbound marketing, which involves blogging, social media, website and search engine optimization, and email marketing, is quickly replacing traditional outbound marketing strategies like cold calling, online advertising, and direct mail. In essence, inbound strategies should not be overlooked.

Once leads start filling in from your marketing efforts, they can be recorded in Salesforce. Data quality is very important at this point - make sure you define what fields are required and what information you need about each lead specific toyour business.

2. Organize and Work Leads

Educate yourself about the lead and start reaching out tothose wh

    have expressed interest in what you have tooffer. Here is a basic sample process you may follow towork leads:

    • Personalize mass email
    • Call (Leave a voicemail)
    • Personalize another mass email
    3. Manage Opportunities

    Once you qualify a lead, they become an opportunity - in essence, a "hot" lead that shows promise in becoming a customer. The criteria for moving a lead toan opportunity may differ for each business, but generally, a lead becomes an opportunity when a proposal and pricing information is exchanged and you have an estimated deal value. An opportunity remains just that until the deal is either won or lost. In the case of the latter, the failed opportunity is redefined as either a lead or contact. Keep in mind that it is important tostore "dead" leads so they can be contacted again when the time is right. There is nothing wrong with re-marketing!

    4. Account Management

    Last but not least, it's time tomanage your accounts. Make sure you are providing sufficient customer support. New opportunities with existing accounts need tobe constantly monitored and updated so everyone is on the same page. When an opportunity is won or lost, update its status in Salesforce. You can also use Salesforce Service Cloud toprovide customer support. Furthermore, you can now evaluate recurring issues customers are experiencing with your services, thus allowing you torevise and fine-tune what's not working.

    5. Logging and Analyzing Data

    Use data logged in Salesforce toyour advantage. One of the key benefits of Salesforce is access toshared data that you can use tomake better sales and business decisions. You can gain insights on won or lost opportunities toimprove sales; visualize your sales pipeline; prioritize leads and opportunities; understand revenue projections; and track customer cases for quick resolution.

    It's important for all sales reps in your organization touse Salesforce as the "system of truth." That means all data should be stored in Salesforce and users can trust that data as the most accurate. This helps with user adoption, which is a big buzzword with Salesforce because it can often signal how well your organization is doing with their return on investment. When people fail totransition from their old CRM method toSalesforce, user adoption and ROI is low. When user adoption is high, you will see the results Salesforce promised you.

    So there you have it - a quick introduction toSalesforce and using Salesforce tomanage sales at a basic level. Remember, Salesforce is a tool that enables your team towork smarter and engage the right prospects the right way. When customers know you understand and can solve their problems, they are delighted and will show loyalty. That is success with Salesforce.

About Us

sales force online training
  • Who we are ?

    We are well known as SOFTNSOL, a group of highly experienced and skilled professional gathered under a roof with a unique vision of providing qualitative & productive training with real-time scenarios.

  • What we do ?

    We are a upcoming in the global marketplace and among the top technology firms in the world. Our continued rapid growth is a testament to the certainty our clients experience every day. Building on more than years of experience, we add real value to global organizations through development plus solutions and online Trainings for individuals and corporate with proven success in the field and world-class service. It's how we keep you moving forward.

  • We believe ...

    At, SOFTNSOL we believe that training should be flexible, timely, and appropriate to the current issues effects your enterprise. The one-size-fits-all approach is not suitable in the present competitive, highly technological, economically constrained times in which we live. Our unique modular approach to training courses allows your organization to select only the training that is appropriate to your needs.

Contact Sales Force Online Training


For all queries email info@softnsol.com

India Phone

For free sales force training demo contact +91 (0)957-342-8933

USA Phone

For free sales force training demo contact 001 000-000-0000

SALESFORCE Course Content

Cloud Computing Fundamentals
  • Introduction tothe Cloud Computing
  • Evolution of Cloud Computing
  • Comparisons with other computing techniques fetchers
  • Key characteristics of cloud computing
  • Advantages/Disadvantages
  • Classification of Cloud Computing
  • Based on as a service model
      SAAS (Software as a service)
      PAAS (Platform as a service)
      IAAS (Infrastructure as a service
  • Based on deployment or access model
      Public Cloud
      Private Cloud
      Hybrid Cloud
Sales Force CRM Concepts
  • What is CRM?
  • How CRM can help?
  • Sales force CRM Navigation terminology
  • Compare Salesforce.com CRM with other CRM products
  • Customization in sales force .com CRM
  • Introduction to sales force CRM Setup tool
      Personal Setup
      App Setup
      Admin Setup
Salesforce.Com Cloud Overview
  • Sales Cloud
  • Service Cloud
  • Collaboration Cloud
Project development life cycle
Sales force editions
pex data loader
Organization Administration
  • Set your organization's language & locale
  • Manage currency
  • Create custom profiles & custom fields
  • Define dependent pick list
  • Customize lookup fields
  • Customize validation & formulas
  • Customize page layouts
  • Customize standard related lists
  • Use field-level security
  • Define workflow
  • Set up workflow rules
  • Set up workflow tasks & alerts
Workflow Approvals
  • Plan approvals using workflow
  • Use the approval wizard - standard vs. jump start
  • Create workflow approvals
Security & Access
  • Create & Manager Users
  • Set organization-wide defaults
  • Learn about record accessed
  • Create the role hierarchy
  • Learn about role transfer & mass Transfer functionality
  • Profiles, Login History
Data Utilities
  • Importing overview
  • Learn about import solutions & Custom Object records using the data loader
  • User mass delete
  • Initiate weekly export
  • Use storage
  • Create custom reports
  • Use advanced filters
  • Use conditional highlighting
  • Use custom summary formulas
  • Use dashboards
Extending Salesforce CRM
  • Learn about custom objects
  • Learn about custom tabs
  • Learn about custom web tabs
The Appexchnage
  • The AppExchange
  • Install an app
  • Delete an app
Visual Force
  • Introduction and Tools
  • Purpose of Visualfoce
  • MVC Architecture
  • Variables and Formulas
  • Standard Controllers and Standard List Controllers
  • Custom Controllers and Controller Extensions
  • Using static resources and custom components
  • Styling VF pages
  • Overriding buttons, links and tabs with VF
  • Using JavaScript in VF Pages
  • Advanced examples
  • Introduction toApex
  • Purpose of Apex
Apex Fundamentals
  • Collections
  • Loops
Apex Scheduling
  • Triggers
  • Invoking Apex
  • Classes, Objects and Interfaces
  • Testing Apex
  • Dynamic Apex
  • Batch Apex
  • Debugging Apex
  • Deploying Apex
  • Developing Apex in managed packages
sObjects and the Database
  • What is an sObject
  • SOQL and SOSL Queries

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