About the Course
This course is a must for those who uses analytics to drive business results in a sales organization or implement a reporting strategy. It covers skills and knowledge needed for analytics requirements, design and build custom reports and dashboards, and how to deploy them to users. Using real-world scenarios, tools are provided to analyze key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.
Who should attend
Sales operations analysts
Business analysts
Sales managers
System administrators
Power users
Anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce
Course outline
Discovery
Defining Your Analytics Infrastructure
Pipeline Analysis
Closed Business Analysis
Pipeline Trend Analysis
Forecast Analysis
Lead Performance Analysis
Sales Management Analysis – Opportunities
Sales Rep Analysis
Deploying Your Analytics Solution
Course format
Individual Training or Corporate Training
Virtual Training
Certification award
Certicate of Attendance
Prerequisites
Salesforce Instructor-led Course RPX101 (recommended)
Course fee
HKD 17,800
Funding Opportunities
This course is RTTP approved by VTC, with reimbursement of 2/3 of training course fees.
Your Instructor
Salesforce
This course will be taught by Salesforce Certified Instructor(s)
