Salesforce: La implementación de una Estrategia Analytics Sales Cloud

CURSO
Salesforce: La implementación de una Estrategia Analytics Sales Cloud
Modalidad: Webinar. Sesiones en aula virtual con profesor
Contacto: soporte@nanforiberica.com
Tutores: Javier Lozano Moreno - javierl@nanforiberica.com

ESPECIALIDAD
Salesforce - Solution Designers - Administrators

DESCRIPCIÓN DEL CURSO
Servicios de valor con Salesforce:
Soluciones tecnológicas
Soluciones verticales
Integración con terceros
Soluciones de movilidad
Soluciones de Formación
Descripción cursos
Plataforma Apex

DIRIGIDO A
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

REQUISITOS PREVIOS
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

REQUISITOS DE SOFTWARE Y HARDWARE
Hardware: PC Multimedia
Pentium IV o superior, 1 Gb de memoria, tarjeta de sonido, altavoces/cascos
Software:
Windows Vista, Windows 7 o Windows 8
Navegador de internet (Internet Explorer 9 o superior, Mozilla, Firefox, Chrome o cualquier navegador actual compatible con html5)

CONTENIDOS DEL CURSO

• 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.