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Implementing an Analytics Strategy for the Sales Cloud

  • Intermediate
  • 18 and older
  • $2,550
  • 685 3rd Ave, New York, NY
  • over 3 sessions

Start Dates (0)

  • $2,550
  • ExitCertified - Midtown East 2 @ 685 3rd Ave Koholo 07-415 7th Fl, New York, NY 10017
  • over 3 sessions
Showing 10 of 0

Class Description

Description

What you'll learn in this salesforce training:

This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing an Analytics Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

Skills Gained
  • Establish a process for developing and deploying analytics solutions for your sales organization.
  • Set up an efficient analytics infrastructure to ensure users can find the reports and dashboards they need.
  • Create effective sales reports and dashboards to address the needs of users at all levels.
  • Maximize users' consumption of sales reports and dashboards.
Who Can Benefit
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, such as sales operations analysts, business analysts, and sales managers. System administrators and power users may also benefit from this course.

Prerequisites
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.
  • Creating dashboards with the dashboard builder.

Refund Policy

  • Cancellations made at least 22 business days in advance of the class will be honored with a refund less 5% cancellation fee.
  • Students who cancel less than 22 business days prior to the start time are assessed a fee of 100% of the class fee.
In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

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