About the training
This two-day interactive training course provides you with practical skills for efficient sales with Salesforce. After the training, you will be able to navigate confidently, maintain master data in a structured manner, qualify leads, document activities and create meaningful standard reports and dashboards.
Basics and core functions
On day 1 you will receive a basic introduction to Salesforce for sales and the most important functions.
Find out how you can work with CRM basics (leads, contacts, accounts, opportunities) to structure your sales work.
Learn the navigation & user interface know: App launcher, tabs, data records and detailed views.
Work more efficiently with search, filter and list views - including own columns & sorting.
Set up personal settings & favorites to access relevant data more quickly.
Master data maintenance & data quality
In the afternoon, the focus is on a clean database - for reliable pipeline and reporting results.
Place contacts and leads correctly, maintain mandatory fields and update data records in a structured manner.
Use ownership & allocation rulesto keep responsibilities clear.
Avoid duplicates with duplicate rules and learn best practices for data hygiene know.
End-to-end lead management
They deepen the entire lead process - from prioritization to handover.
Prioritize leads with status maintenance and scoring to create focus.
Qualify & convert leads cleanly to contact/account/opportunity.
Hand over qualified leads - including notes, next steps and SLA-compliant follow-up.
Establish best practices for transparent collaboration between SDR/BDR and Sales.
Sales activities, reporting & dashboards
Finally, you make your work visible and controllable - directly in Salesforce.
Document calls, e-mails, to-dos and appointments on the data record - complete and easy to find.
Create and configure standard reports (filters, groupings, charts) for your KPIs.
Visualize key figures in dashboards and use regular updates.
Derive measures from key figures and thus ensure continuous sales management.
At the end of this training course, you will be able to use Salesforce confidently in your day-to-day sales activities: you will be able to navigate confidently, 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-up and better decisions.