Salesforce CRM Training Courses| Salesforce Online Training

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Salesforce CRM AComplete Guide
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• Salesforce is a popular Customer Relationship
  Management (CRM) platform used by businesses to
  manage and analyze customer interactions
  throughout the customer lifecycle.

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User Interface

• Familiarize yourself with the Salesforce user
  interface. It consists of various tabs, objects,
  and features. Common sections include Home,
  Accounts, Contacts, Opportunities, and Leads.
• Learn how to create, edit, and delete records in
  Salesforce. You can work with data like accounts,
  contacts, leads, opportunities, and more.

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Customization

• Customize Salesforce to meet your specific
  business needs by creating custom fields,
  objects, and page layouts.
• Create custom reports and dashboards to analyze
  your data.

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Automation

• Implement automation using Workflow Rules,
  Process Builder, and Flow to streamline business
  processes.
• Use Salesforce automation to send email alerts,
  update records, and trigger actions based on
  specific criteria.

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Lead Management

• Learn how to manage leads efficiently by
  capturing, nurturing, and converting them into
  opportunities.
• Opportunity Management
• Understand how to track sales opportunities from
  creation to closure. Use stages, probabilities,
  and forecasts for accurate sales tracking.

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Account and Contact Management

• Keep track of customer accounts and their related
  contacts. Understand their interactions and
  preferences.
• Email Integration
• Integrate email with Salesforce to log
  interactions and keep a record of customer
  communications.

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Visualpath IT Solutions
Salesforce CRM Online Training Address-
Flat no 205, 2nd Floor,
Nilgiri Block, Aditya Enclave,
Ameerpet, Hyderabad-16 Ph No
91-9989971070 Visit www.visualpath.in
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THANK YOU
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