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SalesForce Training- Implementing a Reporting Strategy (STR301)

COURSE TYPE

Intermediate

Course Number

2355

Duration

3 Days

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This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

You Will Learn How To

  • Establish a process for developing and deploying analytics solutions for your sales organization
  • Set up an efficient analytics infrastructure to ensure users can find the reports and dashboards they need
  • Create effective sales reports and dashboards to address the needs of users at all levels
  • Maximize users’ consumption of sales reports and dashboards

Important Course Information

Prerequisites

Attendees should have solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

  • Navigating Salesforce
  • Salesforce objects and their relationships to one another
  • Creating reports with the report builder, including filtering,grouping, and summarizing data
  • Creating dashboards with the dashboard builderCreate effective sales reports
  • and dashboards to address the needs of users at all levels
  • Maximize users’ consumption of sales reports and dashboards

Course Outline

  • Discovery
  • Establish a process for delivering analytics solutions
  • Discover high-level requirements
  • Defining Your Analytics Infrastructure
  • Define a report and dashboard architecture
  • Clean up reports and dashboards
  • Pipeline Analysis
  • Analyze executive requirements
  • Design an executive dashboard solution
  • Analyze pipeline
  • Determine top 10 opportunities with a row limit filter
  • Analyze opportunity size with a bucket field
  • Closed Business Analysis
  • Compare closed business month over month
  • Analyze win rates with a joined report
  • Pipeline Trend Analysis
  • Understand opportunity trends with stage history
  • Understand historical trending
  • Analyze opportunity trends with an analytic snapshot and a combination chart
  • Forecast Analysis
  • Understand the capabilities of Collaborative Forecasts
  • Analyze the company’s sales forecast with a custom report type
  • Analyze quota attainment with a joined report
  • Validate that a solution meets requirements
  • Lead Performance Analysis
  • Analyze which types of leads perform best
  • Monitor lead conversion times
  • Analyze campaign revenue generation
  • Sales Management Analysis – Opportunities
  • Identify stalled opportunities and bottlenecks
  • Identify opportunities at risk with a cross filter and a joined report
  • Sales Rep Analysis
  • Monitor individual pipelines
  • Manage activities
  • Deploying Your Analytics Solution
  • Communicate changes to users
  • Maximize user adoption of reports and dashboards
  • Improve report performance
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Convenient Ways to Attend This Instructor-Led Course

Hassle-Free Enrolment: No advance payment required to reserve your seat.
Tuition due 30 days after you attend your course.

In the Classroom

Live, Online

Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $2580  

Jun 20 - 22 (3 Days)
8:30 AM - 5:00 PM PDT
San Francisco, CA San Francisco, CA Reserve Your Seat

Jun 20 - 22 (3 Days)
8:30 AM - 5:00 PM PDT
Online (WebEx) Online (WebEx) Reserve Your Seat

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Private Team Training

Enroling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.

For details, call 1-888-843-8733 or Click here »

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Tuition

Standard

In Classroom or
Online

Standard

$2580

Private Team Training

Contact Us »

Training Hours

Training hours vary depending on the time zone in which your course is scheduled.

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