Salesforce.com Essentials

Table of contents

1. Getting to Know Salesforce.com
   1. Understanding CRM Concepts 00:12:15
   2. Navigating the User Interface and Finding Records 00:06:12
   3. Planning and Tracking Your Activities 00:11:13
   4. Using Salesforce.com with Microsoft Outlook 00:08:47
   5. Collaborating with Chatter for Salesforce.com 00:12:12
   6. Getting More Help 00:04:51
2. Using Salesforce.com for Sales
   1. Managing Leads 00:10:51
   2. Working With Accounts and Contacts 00:09:44
   3. Tracking Sales Opportunities 00:09:30
   4. Collaborating on Account and Opportunity Management 00:14:23
   5. Managing Your Day with Salesforce 00:06:05
3. Working with Reports and Dashboards
   1. Understanding Reports and Dashboards 00:08:12
   2. Running Existing Reports 00:04:46
   3. Customizing Existing Reports 00:04:55
   4. Using the Report Builder - the Basics 00:08:42
   5. Creating Dashboards - the Basics 00:08:18
4. Accelerating Success - Going Deeper with Salesforce.com
   1. Connecting Salesforce.com to Your Social Networks 00:05:22
   2. Importing Accounts and Contacts 00:12:47
   3. Generating Leads and Improving Data with Data.com 00:07:26
   4. Creating Custom Views 00:06:26
   5. Configuring Salesforce to Your Preferences 00:05:43
5. Managing a Sales Team with Salesforce.com
   1. Planning the Sales Cycle 00:11:27
   2. Running Sales Team Meetings with Salesforce 00:10:03
   3. Collaborating with Your Sales Team 00:06:54
   4. Identifying Coaching Opportunities 00:12:44
   5. Accelerating Success: Best Practices for the Sales Manager 00:08:17