Salesforce: La implementación de una Estrategia Analytics Sales Cloud

Descripción del curso. Salesforce: La implementación de una Estrategia Analytics Sales Cloud

    • Modalidad: Webinar. Sesiones en aula virtual con profesor
    • Especialidad: Salesforce - Solution Designers - Administrators
    • Tarifa: Solicitar oferta

     

    Introducción

    Servicios de valor con Salesforce:

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

     

    Contenido 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.

     

    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)


    Tarifa

    Si os interesa realizar este curso en cualquier modalidad formativa póngase en contacto con nosotros.

     

    ¥0.00

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