Salesforce 101

Introduction: Salesforce is a powerful customer relationship management (CRM) platform that helps streamline your sales cycle. This guide will provide you with essential information on key components and tasks to effectively use Salesforce as a salesperson.

1. Leads:

• Create Leads: Enter new leads into Salesforce with contact information.

Create a new lead in Salesforce

Salesforce

25 Steps

Benjamin Johnson

• Qualify Leads: Assess leads to determine their potential as customers.

• Convert Leads: Convert qualified leads into Contacts, Accounts, and Opportunities.

Convert Lead and Assign it in Salesforce

Salesforce

5 Steps

Benjamin Johnson

2. MQL Objects (Custom Object):

• Custom Objects: Use custom objects for specialized data tracking (e.g., tracking MQLs).

• Data Entry: Enter and update MQL data in custom objects as needed.

Create a MQL on a Contact

Salesforce

10 Steps

Benjamin Johnson

3. Contacts:

• Create Contacts: Add individual contacts related to your sales process.

Create a New Contact on an Account

Salesforce

10 Steps

Benjamin Johnson

• Associate Contacts: Link contacts to Accounts for better organization.

Reassign a Contact to a Different Account

Salesforce

7 Steps

Benjamin Johnson

4. Accounts:

• Create Accounts: Establish company accounts to manage relationships.

• Account Hierarchy: Define parent-child relationships for subsidiary accounts.

5. Opportunities:

• Create Opportunities: Record potential sales deals with details like expected revenue and close dates.

  
  

• Opportunities 101: FAQs

• When do I create an Opportunity?

• When do I progress and opportunity to the next stage?

• What is a Stage 2 Opportunity?

• What fields should be filled out prior to closing an opportunity?

  Link to the Stages and Information Needed

6. Quotes:

• Generate Quotes: Create quotes for potential sales deals.

• Quote Templates: Utilize pre-defined templates for consistency.

How to Create a New Quote in Salesforce

Salesforce

21 Steps

Christopher Huff

7. Sending out Ironclad Agreements:

• Run Reports: Generate customized reports to analyze data.

• Create Dashboards: Build dashboards to visualize key metrics and performance.

Creating an Ironclad Agreement and Sending Out a Contract

Salesforce

10 Steps

Jared Reklaitis

8. Reports and Dashboards:

• Run Reports: Generate customized reports to analyze data.

• Access and Read Dashboards: Use dashboards to visualize key metrics and performance.

9. Logging Activities:

• To Learn more about Logging Activities, see SALESLOFT 101

10. Finding Information:

• Global Search: Use the global search bar to find records quickly.

• Advanced Search: Use advanced search options for more specific queries.

• Recent Items: Check your recent items list for easy access.

Conclusion

Salesforce is a versatile tool that can significantly improve your sales cycle efficiency. Remember to keep your data updated, log activities, and explore the reporting and collaboration features to maximize its benefits. With practice, you'll become a Salesforce pro and drive your sales efforts to success.