Salesforce Sales Training – Successful with Leads & Opportunities
Munich, remote
2.500 €
2 Tage
English, German
With certificate
Why choose this course?
This two-day, interactive training course will provide you with the knowledge you need to manage your entire Salesforce sales process with confidence. You will learn how to qualify leads, maintain customer data, efficiently document activities and create meaningful reports. Once you have completed the training, you will be able to use Salesforce to measurably increase the success of your sales.
This course is particularly suitable for: Salesforce beginners and sales staff who want to actively use Salesforce in their everyday work.
Learning Content
On Day 1, you will receive an introduction to the most important functions of Salesforce for sales.
- You will learn how to organise your sales activities using CRM fundamentals such as leads, contacts, accounts and opportunities.
- Familiarise yourself with the navigation and user interface, including the app launcher, tabs, records and detail views.
- Learn to work more efficiently with searches, filters and list views, including custom columns and sorting.
- You will also learn how to set up personal settings and favourites to access relevant data more quickly.
In the afternoon, the focus will be on clean data for reliable pipeline and reporting results.
- Learn how to create contacts and leads correctly, maintain required fields and update records in a structured manner.
- Use ownership and assignment rules to ensure clear responsibility allocation.
- Avoid duplicates with duplicate rules and learn the best practices for maintaining data hygiene.
In the morning, we will take an in-depth look at the entire lead process – from prioritization to handover.
- Prioritize leads with status maintenance and scoring to create focus.
- Qualify and convert leads cleanly to contact/account/opportunity.
- Handover qualified leads – including notes, next steps, and SLA-compliant follow-up.
- Establish best practices for transparent collaboration between SDR/BDR and sales.
Finally, make your work visible and manageable – right in Salesforce.
- Document calls, emails, to-dos, and appointments in the data record – completely and searchably.
- Create and configure standard reports (filters, groupings, charts) for your KPIs.
- Visualize key figures in dashboards and take advantage of regular updates.
- Derive measures from key figures to ensure continuous sales management.
At the end of this training, you will be able to use Salesforce confidently in your everyday sales activities: you will navigate with ease, maintain master data in a structured manner, prioritize and qualify leads, document activities seamlessly, and create meaningful standard reports and dashboards – for greater transparency, focused follow-ups, and better decisions.
Individual training programmes
Can’t find the right Salesforce training course? Or would you like to organise customised training for your entire team? Feel free to contact us. We also offer tailor-made training concepts for your individual requirements.
Requirements
What you should bring with you
This training course is aimed at beginners and sales staff who want to actively use Salesforce in their everyday work. No prior knowledge is required, as basic computer skills are sufficient. To participate successfully, you should:
- Have access to a PC with an internet connection
- Have basic knowledge of Microsoft Teams
- Have German language skills at C1 level or English language skills at A2 level or above
Tip: If you have an education voucher or are eligible for funding, we will be happy to assist you with the application process.
In demand among companies: your certificate
Once you have completed your training, you will receive a personalised certificate from the Salesfive Academy, which will serve as official proof of your newly acquired Salesforce skills.
This certificate confirms your learning success and demonstrates that you have gained practical knowledge directly from certified Salesforce experts, which will be a real asset to your career and your company!
Advantages
What makes Salesfive Academy so special
Experts from the field
Learn from certified Salesforce consultants who share their knowledge from over 500 customer projects – with direct relevance to your daily work.
Practical content
Our training courses combine theory and practice: you will work in real Salesforce environments and practise using specific use cases from sales, marketing or service.
For every level of knowledge
Whether you are a beginner, administrator or power user, our trainers tailor each training course to your individual level and goals.
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FAQ
You have the questions – we have the answers
Here you will find answers to the most frequently asked questions about our Salesforce training courses.
Depending on the course selected, Salesfive Academy training courses take place online via Microsoft Teams or at our Salesfive Academy location in Munich.
We are also happy to conduct training courses for your entire team at your premises upon request.
After your training request, we will send you a detailed offer. Payment will be made in accordance with the terms of payment specified in the offer.
Yes, upon completion of the training, you will receive a Salesfive certificate that officially confirms your newly acquired skills.
Yes, you also have the option of choosing an individual date for your training course. To do so, simply click on “Individual date” in the form on the respective training page and we will work with you to find a training date that suits you.