Salesforce for Sales

Sales

at

Hard Skills

This set of questions is suitable for those who will have responsibilities in the area of sales management within a company that uses the Sales Cloud module of Customer 360 to manage its Sales processes. The multiple-choice questions explore the main areas of platform knowledge that a person with experience and knowledge of the platform should have for basic/intermediate use.

Topics covered.

  1. Account
  2. Basic Rules
  3. Mobile/sales
  4. Contact
  5. Training
  6. Log a call
  7. Dashboard
  8. Report Chatter
  9. Lad conversion
  10. Opportunity
  11. Customization
  12. Web to Lead
Author bio

Balance is a consulting firm that supports companies in business transformation processes with the adoption of digital technologies. It is currently among the top 10 Italian partners of Salesforce, the world's leading company in cloud-based CRM solutions that connect companies to their customers in an innovative and strategic way.Since 2007, the year it was founded, Balance has placed three pillars at the base of its business strategy: targeted expertise in new digital technologies, constant innovation, and reliability in the transformation process and in the achievement of customer goals. It is thanks to this that it has become one of the most competitive and credible companies in the Italian territory.With more than 120 professionals ready to support and guide companies, it is operational with offices in Milan, Rome, Florence, Cagliari, Tirana and London, and in each of them there is also the Digital Academy, strongly desired and created four years ago with the aim of training resources with both junior and senior profiles, thanks to vertical competencies in the world of digital technologies that include both the softest and hardest skills.Balance's partnership with Salesforce was born in 2011; for more than ten years the company has been supporting its clients by offering them the best digital technologies based on the Salesforce system, the world leader in the sector. This means working by creating innovative and effective business models, where every step of the company-customer relationship is reviewed and designed from a digital transformation perspective involving the different processes of Sales, Customer Service, Marketing, Operation, Analysis and more.The company is also a registered ISV partner with expertise in every cloud and a proven track record of combining the leading cloud applications within the Salesforce ecosystem.

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