Salesforce: La implementación de una Estrategia Analytics Sales Cloud - nanforiberica

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.

¥17,958.00