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Implementation Essentials (CON201)

Course Description Schedule Course Outline

Detailed Course Outline

  • Implementing Salesforce Marketing
    • For consultants seeking to learn marketing implementation concepts to:
      • Drive new business
      • Align Sales and Marketing
      • Manage reports and campaigns to measure marketing ROI
      • Plan for data migration, integration, and advanced marketing concepts
    • Students will participate in exercises to learn how to:
      • Plan for requirements gathering
      • Develop a lead-generation strategy
      • Design a lead handoff process
      • Design an effective campaign structure
      • Leverage campaigns to maximize marketing effectiveness
  • Implementing the Service Cloud
    • For consultants seeking to learn implementation concepts for a customer service environment, including:
      • High quality one and done case management
      • Streamlined case resolution process
      • Increased agent effectiveness
      • Self-learning knowledge database
      • Reports to ensure service never skips a beat
      • Plan for data migration, integration, and advanced customer service concepts
    • Students will participate in exercises to learn how to:
      • Plan for requirements gathering
      • Design a case routing process
      • Design a case management process
      • Design solutions to address usability
      • Design a knowledge management structure
  • Implementing the Sales Cloud
    • For consultants seeking to learn SFA implementation concepts to:
      • Build a strong pipeline
      • Manage the funnel
      • Improve sales rep productivity
      • Obtain full visibility with reports and dashboards
      • Extend solutions with advanced features, AppExchange applications, and other Salesforce CRM applications
    • Students will participate in exercises to learn how to:
      • Plan a project kickoff
      • Generate a list of discovery questions for requirements gathering
      • Design a lead management process
      • Design a sales funnel
      • Design a custom SFA solution
  • Application Essentials
    • Before setting up any application, consultants must learn to:
      • Set up a secure environment
      • Optimize usability for client adoption
      • Set up data management practices to ensure trusted data quality
      • Provide full visibility with reports and dashboards
      • Understand the advanced concepts, applications, and customizations available to complement a CRM solution
    • Students will participate in exercises to learn how to:
      • Modify existing security settings
      • Design home pages that minimize clicks to get to data
      • Create a data migration plan
 

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