Course curriculum

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  • 1

    Salesforce in general

    • How the general Salesforce structure works
  • 2

    Accounts

    • How to create an account

    • How do account hierarchies in SF work?
  • 3

    Contacts and leads

    • Creating a contact

    • Creating a lead

    • Converting a lead
  • 4

    Opportunities

    • Creating a SF opportunity - up to Negotiation stage

    • Creating a SF opportunity - Creating client agreements

    • Creating a SF opportunity - Creating payment links

    • How to create a SF opportunity - Contracting stage, Formstack contract and where is the contract stored

    • Uploading documents and content before handing over to COPS

    • Tracking opportunities through to go live

    • Why you need to link a contact to both an account and an opportunity.

    • Opportunity Dates & Automation

    • PRIDs in Salesforce

    • How to setup POS opportunities in Salesforce

    • How to do mass updates to accounts, opportunities or other objects in Salesforce
  • 5

    Tracking Activities

    • Email setup in Salesforce

    • Email logging in Salesforce

    • Activity logging in Salesforce

    • Aircall and Salesforce 101

    • Aircall App and Salesforce 101

    • Hubspot and Salesforce 101
  • 6

    Managing Accounts - For CS, Activations and COPS

    • Automatically assigning CSMs to new accounts

    • Account management

    • Ask Nicely and Salesforce 101
  • 7

    Reporting

    • Sales Rep Dashboard

    • How to use list views
  • 8

    Flipdish Managed Marketing

    • FMM end of sales process through to FMM team assignment.

    • FMM setup and weekly management
  • 9

    Updating the Helpdesk

    • How to update the Helpdesk
  • 10

    Master Training Session - Jessica & Jay (90mins)

    • Master Training Session - Jessica & Jay (90mins)