Salesforce: Implementing an Analytics Sales Cloud Strategy

Course description. Salesforce: Implementing an Analytics Sales Cloud Strategy

• Modality: Webinar. Virtual classroom sessions with teacher
• Specialty: Salesforce - Solution Designers - Administrators
  
• Fee: Request offer

Introduction

Value services with Salesforce:

• Technological solutions
• Vertical solutions
• Integration with third parties
• Mobility solutions
• Training Solutions
• Course description
• Apex Platform

Course content

• discovery
• Establish a process for delivering analytics solutions
• Discover high-level requirements
• Defining Your Analytics Infrastructure
• Defines 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 trends
• Analyze opportunity trends with an analytical 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
• Individual pipeline monitor
• Manage activities
• Deploying Your Analytics Solution
• Communicate changes to users
• Maximize user adoption of reports and dashboards
• Improve report performance
• Final evaluation
• Quality Questionnaire

Note: The content may vary to adapt to the group and Salesforce news.

Addressed to

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 analyst
• Sales managers
• System administrators and power users may also benefit from this course

Previous requirements

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