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Learn to Use Salesforce while Benefitting from Expert Advice

Salesforce is a comprehensive, flexible office suite for businesses. It enables employees to be more productive and efficient while encouraging collaboration.
Because Easycloud is a Salesforce partner, we can train your users and administrators.

Suitable training is necessary to ensure users will adopt Salesforce, ultimately leading to the successful implementation of these tools in your organization. It also helps users transition to the new cloud-based data processing.

User Training (SF1010)

Goals

This training course is designed to offer employees a broad overview of customer relationship management with Salesforce. Its primary goal is to show how to use Salesforce.com effectively and proficiently, thereby leading to the long-term success of the product in your organization. It also aims to reduce the stress experienced when transitioning to new products.

Topics

• Getting started and navigating Salesforce
• Synchronizing Salesforce and Microsoft Outlook
• Using the Salesforce dashboard
• Searching for information
• Adding contact information
• Managing leads
• Defining objectives
• Managing documents
• Managing campaigns
• Creating reports
• Managing accounts and contacts
• Managing sales programs
• Managing opportunities
• Managing service and support

Administrator Training (SF2010)

Goals

This training was designed to help administrators give the necessary support to their company’s Salesforce users. You can outsource simple tasks with this tool, if used effectively, saving the company money. Moreover, modifications can be made more rapidly, ensuring that daily operations run smoothly.

Topics

• User management
• Integration of Microsoft Outlook and Salesforce
• Understanding Intellisync
• Customization of menus and toolbars
• Salesforce data maintenance
• Overview of security settings
• Synchronization