Salesforce: La implementación de una Estrategia Analytics Sales Cloud

Servicios de valor con Salesforce:

• Soluciones tecnológicas
• Soluciones verticales
• Integración con terceros
• Soluciones de movilidad
• Soluciones de Formación
• Descripción cursos
• Plataforma Apex

• Discovery
• Establish a process for delivering analytics solutions
• Discover high-level requirements
• Defining Your Analytics Infrastructure
• Define a report and dashboard architecture
• Clean up reports and dashboards
• Pipeline Analysis
• Analyze executive requirements
• Design an executive dashboard solution
• Analyze pipeline
• Determine top 10 opportunities with a row limit filter
• Analyze opportunity size with a bucket field
• Closed Business Analysis
• Compare closed business month over month
• Analyze win rates with a joined report
• Pipeline Trend Analysis
• Understand opportunity trends with stage history
• Understand historical trending
• Analyze opportunity trends with an analytic snapshot and a combination chart
• Forecast Analysis
• Understand the capabilities of Collaborative Forecasts
• Analyze the company’s sales forecast with a custom report type
• Analyze quota attainment with a joined report
• Validate that a solution meets requirements
• Lead Performance Analysis
• Analyze which types of leads perform best
• Monitor lead conversion times
• Analyze campaign revenue generation
• Sales Management Analysis – Activities
• Design a dynamic team dashboard
• Understand activities
• Report on activities
• Analyze neglected accounts with a cross filter
• Sales Management Analysis – Opportunities
• Identify stalled opportunities and bottlenecks
• Identify opportunities at risk with a cross filter and a joined report
• Sales Rep Analysis
• Monitor individual pipelines
• Manage activities
• Deploying Your Analytics Solution
• Communicate changes to users
• Maximize user adoption of reports and dashboards
• Improve report performance
• Evaluación final
• Cuestionario de Calidad

Nota: Los contenidos podrán sufrir variaciones para adecuarse al grupo y las novedades de Salesforce.

Implementing an Analytics Strategy for the Sales Cloud is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, including:

• Sales operations analysts
• Business analysts
• Sales managers
• System administrators and power users may also benefit from this course

The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

• Navigating Salesforce
• Salesforce objects and their relationships to one another
• Creating reports with the report builder, including filtering, grouping, and summarizing data
• Creating dashboards with the dashboard builder