Salesforce Sales Cloud Overview Demo | Salesforce sales Cloud | Salesforce Training | Edureka

Summary

Ce script de présentation de Salesforce Sales Cloud offre une vue d'ensemble de la plateforme CRM mondialement reconnue. Il explique comment Salesforce aide les entreprises à mieux comprendre les besoins des clients et à augmenter leur rentabilité grâce à des outils de gestion de contacts, de leads, d'opportunités et de tâches. La présentation détaille également les fonctionnalités clés du Sales Cloud, notamment la gestion de la relation client, la mobilité, les rapports et les tableaux de bord, ainsi que l'intégration de l'intelligence artificielle avec Einstein Analytics. Un démo pratique est également inclus pour illustrer l'utilisation du Sales Cloud.

Takeaways

• 🌟 Salesforce est la première plateforme mondiale de gestion de la relation client (GRC) et est utilisée par de nombreuses entreprises de la Fortune 500.
• 🛠️ Le CRM est une stratégie utilisée par les organisations pour administrer leurs interactions avec les clients, offrant une expérience client améliorée et des résultats commerciaux meilleurs.
• 📈 Salesforce propose une variété de services tels que Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, Analytics Cloud, Commerce Cloud, IoT Cloud et App Cloud.
• 🔍 Sales Cloud est une plateforme CRM qui permet de gérer les aspects de ventes, marketing et support client d'une organisation, centralisant les informations client et automatisant les tâches quotidiennes du vendeur.
• 💼 Marketing Cloud est une plateforme de marketing numérique puissante qui permet de gérer les campagnes par e-mail, les réseaux sociaux et la personnalisation du web.
• 🛠️ Service Cloud est une plateforme de service qui aide les équipes de support à résoudre rapidement les problèmes des clients et offre un accès direct aux réponses aux questions courantes.
• 🤝 Community Cloud permet aux entreprises de connecter les clients, les partenaires et les employés pour partager les données et les enregistrements nécessaires au travail.
• 🛒 Commerce Cloud est une solution e-commerce basée sur le cloud qui offre une expérience d'achat optimisée, indépendamment de l'emplacement des clients.
• 📊 Analytic Cloud est une plateforme d'analyse d'entreprise qui permet de travailler avec de grandes quantités de données et de créer des représentations graphiques des données.
• 🌐 IoT Cloud est conçu pour stocker et traiter les données générées par les dispositifs, les capteurs, les sites web ou les applications.
• 🔧 App Cloud permet aux développeurs de créer des applications personnalisées fonctionnant sur la plateforme Salesforce, offrant des outils de développement intégrés.

Q & A

Salesforce est-il utilisé par de grandes entreprises?

Oui, Salesforce est utilisé par de nombreuses entreprises du Fortune 500 et possède une base de clients de plus de 1 lakh 50 000 entreprises, couvrant toutes les échelles d'entreprise, de grandes à moyennes en passant par les petites.

Qu'est-ce que le CRM ou la gestion de la relation client (GRC)?

Le CRM est une stratégie utilisée par les organisations pour administrer leurs interactions avec leurs clients. Un système de GRC permet aux entreprises de gérer toutes leurs relations et interactions avec les clients à travers un seul outil, offrant une meilleure expérience client et aidant à améliorer les résultats commerciaux.

Pourquoi les entreprises ont-elles besoin d'un CRM?

Les entreprises ont besoin d'un CRM pour mieux comprendre les besoins des clients, gérer et utiliser les informations pour une meilleure expérience client et augmenter leur rentabilité. Un CRM offre une vue d'ensemble claire des clients, un tableau de bord personnalisable et simple qui peut révéler l'historique précédent des clients, l'état de leurs commandes, et les problèmes de service clients qui peuvent être en suspens.

Quels sont les services proposés par Salesforce?

Salesforce propose une variété de produits tels que le Sales Cloud, le Marketing Cloud, le Service Cloud, la Community Cloud, l'Analytic Cloud, le Commerce Cloud, l'IoT Cloud et l'App Cloud. Chaque service a ses propres fonctionnalités et peut être utilisé par différents équipes au sein d'une entreprise.

Quelle est la fonctionnalité principale du Sales Cloud?

Le Sales Cloud est une plateforme CRM qui permet de gérer les aspects de ventes, de marketing et de support client de votre organisation. Il est conçu pour aider les commerciaux à être plus intelligents et plus rapides en centralisant les informations client, en enregistrant les interactions avec les entreprises et en automatisant de nombreuses tâches quotidiennes des commerciaux.

Quels sont les avantages de l'utilisation de l'application mobile de Salesforce?

L'application mobile de Salesforce permet aux utilisateurs de travailler à partir de n'importe où, en offrant des fonctionnalités telles que la participation à des appels de conférence, la prise de notes de réunion, la collaboration avec l'équipe via des conversations instantanées et le partage de fichiers et de documents, donnant ainsi plus de flexibilité au travail à distance.

Quelle est la fonctionnalité d'intelligence artificielle intégrée dans Salesforce?

Salesforce Einstein Analytics est un outil d'analyse cloud qui permet aux utilisateurs de comprendre et de visualiser les données provenant de différentes sources. Einstein Analytics vise à résoudre le défi de combiner toutes les informations pour analyser de grandes quantités de données et générer des insights puissants.

Comment les données de vente peuvent-elles être importées dans Salesforce?

Les données de vente peuvent être importées dans Salesforce en utilisant l'option d'importation de données. Les utilisateurs peuvent ajouter de nouveaux enregistrements, mettre à jour des enregistrements existants ou faire les deux. Les données doivent contenir des champs tels que le nom, le statut de lead et le nom de la société pour être importés avec succès.

Comment les rapports et les tableaux de bord sont-ils créés dans Salesforce?

Les rapports sont créés en sélectionnant un type de rapport, en choisissant les colonnes à afficher, en appliquant des filtres et en ajoutant des graphiques. Les tableaux de bord sont créés en ajoutant des composants tels que des graphiques, des tableaux et des visual force pages à partir de rapports existants. Les utilisateurs peuvent personnaliser les tableaux de bord en ajoutant, en modifiant ou en réarrangeant les composants selon leurs besoins.

Quels types de graphiques peuvent être utilisés dans les rapports et les tableaux de bord Salesforce?

Salesforce offre plusieurs types de graphiques tels que les graphiques en barres horizontales, en barres verticales, en diagramme en entonnoir, en lignes et autres formats de représentation graphique pour visualiser les données de manière interactive et attrayante.

Comment les utilisateurs peuvent-ils interagir avec les données client dans Salesforce?

Les utilisateurs peuvent interagir avec les données client en utilisant des fonctionnalités telles que la gestion de contacts, la gestion de leads, la gestion des opportunités, la gestion des tâches et du calendrier, ainsi que l'utilisation de notes pour enregistrer des informations importantes pendant les interactions avec les clients.

Outlines

00:00

🚀 Introduction to Salesforce Sales Cloud

This paragraph introduces the Salesforce Sales Cloud, emphasizing its status as the world's leading customer relationship management platform. It outlines the session's agenda, which includes understanding CRM's importance, an introduction to Salesforce, its features, and a hands-on demo. The speaker also encourages viewers to subscribe for updates and mentions online training certification opportunities.

05:00

🤝 The Role and Benefits of CRM

The speaker explains the concept of Customer Relationship Management (CRM), highlighting its role in improving business outcomes through better customer understanding. CRM systems streamline customer interactions and data management, leading to improved customer experiences and increased profitability. The paragraph also illustrates the need for CRM with a practical example, showing how it prevents communication errors and enhances marketing strategies.

10:01

🌐 Overview of Salesforce Services

This section provides an overview of Salesforce's diverse services, including the Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, Commerce Cloud, and Analytics Cloud. Each service is tailored to different business needs, from sales and marketing to customer service and e-commerce, offering a comprehensive suite of tools for businesses to connect with customers and partners effectively.

15:03

📊 Salesforce Sales Cloud Features and Demo

The speaker delves into the features of Salesforce Sales Cloud, such as contact and lead management, mobility, reporting, and dashboards, and artificial intelligence integration with Salesforce Einstein Analytics. A practical demo is provided, showcasing how to create and manage leads, convert them into accounts, and track opportunities, tasks, and events within the Salesforce platform.

20:05

🔍 Importing Data and Creating Reports/Dashboards

This paragraph demonstrates how to import sales data into Salesforce and use it to create detailed reports and dashboards. The speaker guides through the process of importing leads, creating a report based on lead status, and visualizing the data with various chart types. The importance of organizing and interpreting data for better business insights is emphasized.

25:05

🎉 Conclusion and Final Thoughts

The session concludes with a recap of the Salesforce Sales Cloud's capabilities and its benefits for businesses. The speaker encourages viewers to utilize the 90-day free trial to learn more about Salesforce and to reach out with any questions or comments. The aim is to leave the audience with a clear understanding of how Salesforce can enhance their sales and customer management strategies.

Keywords

💡Salesforce

Salesforce est la première plateforme mondiale de gestion des relations avec les clients (CRM). Elle est utilisée par de nombreuses entreprises du Fortune 500 pour aider les entreprises à mieux comprendre les besoins des clients et à augmenter leur croissance. Salesforce offre une variété de services tels que Sales Cloud, Service Cloud, Marketing Cloud, etc.

💡CRM (Customer Relationship Management)

Le CRM est une stratégie utilisée par les organisations pour administrer leurs interactions avec les clients. Il permet aux entreprises de gérer toutes leurs relations et interactions avec les clients à travers un seul outil, offrant une meilleure expérience client et aidant à améliorer les résultats commerciaux.

💡Sales Cloud

Sales Cloud est une plateforme CRM proposée par Salesforce qui permet de gérer les aspects de vente, de marketing et de support client de l'organisation. Elle est conçue pour aider les commerciaux à vendre plus intelligent et plus rapidement en centralisant les informations client et en automatisant de nombreuses tâches quotidiennes.

💡Marketing Cloud

Marketing Cloud est une plateforme de marketing numérique puissante offerte par Salesforce. Elle permet de gérer les campagnes de marketing par e-mail, les réseaux sociaux, la personnalisation du web, la création de contenu, la gestion de contenu et l'analyse de données.

💡Service Cloud

Service Cloud est une plateforme de service proposée par Salesforce pour les entreprises qui accordent une importance à la qualité du service client. Elle offre des fonctionnalités telles que le suivi des cas et les plugins de réseau social pour la conversation et l'analyse, aidant l'équipe de support à résoudre rapidement les problèmes des clients et offrant aux clients un accès à des réponses pour résoudre certains problèmes courants par eux-mêmes.

💡Community Cloud

Community Cloud est une plateforme de Salesforce qui permet aux entreprises de connecter les clients, les partenaires et les employés entre eux et de partager les données et les enregistrements nécessaires pour accomplir leur travail. Elle permet une communication en temps réel et une collaboration efficace entre les parties prenantes de l'entreprise.

💡Commerce Cloud

Commerce Cloud est une solution e-commerce basée sur le cloud proposée par Salesforce. Elle offre des fonctionnalités et des fonctionnalités développées pour fournir une expérience d'achat optimisée aux clients, indépendamment de leur emplacement, et une intégration de données pour une expérience client cohérente en ligne ou en magasin.

💡Analytic Cloud

Analytic Cloud est une plateforme d'intelligence d'entreprise proposée par Salesforce qui permet aux organisations de travailler avec de grandes quantités de données, de créer des graphiques, des cartes et d'autres représentations picturales des données, et d'analyser et d'utiliser les données pour découvrir de nouvelles opportunités commerciales.

💡IoT Cloud

IoT Cloud est une plateforme de Salesforce conçue pour stocker et traiter les données générées par les choses de l'Internet des objets. Elle est capable de gérer de vastes volumes de données provenant de dispositifs, capteurs, sites web ou applications, clients et partenaires, et d'initier des actions en temps réel pour répondre à ces données.

💡App Cloud

App Cloud est une plateforme de développement d'applications personnalisées pour la plateforme Salesforce. Elle fournit une collection d'outils de développement que les administrateurs et les développeurs peuvent utiliser pour créer des applications personnalisées sur Salesforce, notamment force.com pour la création de sites web et d'applications, et App Exchange pour le marché d'applications tierces.

💡Einstein Analytics

Einstein Analytics est un outil d'analyse cloud-based proposé par Salesforce qui permet aux utilisateurs de comprendre et de visualiser les données provenant de différentes sources. Son objectif principal est de résoudre le défi de combiner toutes les informations pour analyser de grandes quantités de données et de générer des insights puissants.

Highlights

Salesforce is the world's number one customer relationship management platform.

Salesforce is used by many Fortune 500 companies to understand customer needs better.

Salesforce has a customer base of over 1 lakh 50,000 companies, including large, medium, and small enterprises.

The session will cover an overview of Salesforce Sales Cloud and provide a hands-on practice.

CRM systems help companies manage all customer interactions and relationships through a single tool.

CRM improves customer experience and business outcomes by providing a clear overview of customer history and status.

Without CRM, customer information could be lost or mismanaged, leading to unsatisfactory customer responses.

Salesforce started as a CRM software but now offers various software solutions and a platform for custom software development.

Salesforce services include Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, Commerce Cloud, and more.

Sales Cloud is a CRM platform that helps manage sales, marketing, and customer support by centralizing customer information.

Marketing Cloud offers a powerful digital marketing platform for managing customer journeys, emails, social media, and analytics.

Service Cloud provides a service platform for customer service and support teams, with features like case tracking and social networking.

Community Cloud enables real-time communication and data sharing among employees, customers, and partners.

Salesforce Commerce Cloud is a scalable e-commerce solution that provides seamless customer service and experience.

Analytic Cloud offers a business intelligence platform for analyzing and visualizing data to uncover new business opportunities.

Salesforce IoT Cloud processes Internet of Things data and initiates actions for real-time responses.

Salesforce App Cloud allows for the development of custom apps on the Salesforce platform with tools like Force.com and App Exchange.

Salesforce provides a 90-day free trial for new customers to learn how to use the Sales Cloud.

The session concludes with a live demo of Salesforce Sales Cloud, showcasing its features and functionalities.

Transcripts

[Music]

hey guys welcome to this interesting

session on salesforce sales cloud

overview demo

salesforce is the world's number one

customer relationship management

platform and is used by many fortune 500

companies they help businesses grow by

helping them understand the customers

needs better salesforce has a customer

base of over 1 lakh 50 000 companies

comprising of all large scale medium

scale and small scale enterprises so in

today's session we're going to talk

about salesforce and practice hands-on

on the salesforce sales cloud but before

we get started i would like to address

the agenda for today's session so we'll

start a session by understanding why the

company need crm or how crm can be

helpful next we'll have a brief

introduction of salesforce and talk

about the various services provided by

it moving on we will talk about some of

the prominent features of salesforce

sales cloud and then conclude the

session with the demo part where we will

work on the salesforce sales cloud and

guys if you like our videos do not

forget to subscribe and hit the

notification bell to never miss an

update from the eduraka channel also if

you're looking for an online training

certification in salesforce check out

the link given in the description box

below now moving on to our first topic

why crm well as i have mentioned in the

starting that saleforce is the world's

number one customer relationship

management company so now let us

understand what exactly is a crm or

customer relationship management

customer relationship management

basically means a strategy which

organization uses to administer its

interaction with their customers now crm

system allows the companies to manage

all their customer relationship and

interaction through a single tool which

provides a better customer experience

and helps improve business outcomes now

the question is why do we need crm well

let me explain this with an example so

imagine a company selling some product

now the sales team of the company will

generate a lot of data about the

customers which would include which

customer is interested in which product

which customer they should talk to at

what time which product has to be

delivered the customer informations and

many more also the customers could be

reaching out to the sales team through

different platforms like emails calls

social medias and asking questions or

following up on orders or contacting

about some issues now without a crm or a

platform to store all this data all the

information would be stored in either

hand written notes or laptops or in the

head of the salesperson now what happens

is without a common platform for

customer interaction communication can

be missed or lost in the flood of

information the team might just miss out

on some meetings with the client or he

or she might forget the status of an

order or many such blunders now all this

can lead to unsatisfactory response of

the customers which a business would not

prefer all this can lead to

unsatisfactory response to the customers

which the company would not prefer so

this is when crm comes into the picture

with crm you get a clear overview of

your customers you can see everything in

one place it is a simple customizable

dashboard that can tell you about

customers previous history with the

companies the status of their orders or

if there is any outstanding customer

service issues and many more it can also

mention from whether the customer hear

about the product and decide to buy it

in this way you can also market the

product in a better way so therefore

companies use customer relationship

management to gather manage and use

information for a better customer

experience and to also increase their

profit abilities and what better crm

than salesforce which is the world's

number one customer relationship

management platform so now i guess you

have some idea about how crm can be

helpful so now let us move on to next

topic and talk a little more about

salesforce initially salesforce started

as a software as a service crm companies

but now it provides various software

solutions and a platform for users and

developers to develop and distribute

custom software now salesforce services

allow businesses to use cloud technology

to better connect with customers

partners and their potential customers

it offers a variety of products for

customers such as the salesforce sales

cloud the marketing cloud service cloud

community cloud analytic cloud app cloud

and a few other services each of the

service has its own functionalities and

can be used by different teams in a

company like the ch team can use a sales

cloud marketing team can use the

marketing cloud and the support team can

use the service cloud and so on so i

guess you have some idea about

salesforce so let us move on to our next

topic and see what are the services

offered by salesforce now the first

service is the sales cloud now the sales

cloud is a crm platform that enables you

to manage your organization's sales

marketing and customer support facets it

is a cloud-based application designed to

help your salesperson tell smarter and

faster by centralizing customer

information logging the interaction with

their companies and automating many of

the tasks that a salesperson does every

day if your company is engaged in

business to business and business to

customer business then sales cloud is a

service your sales team needs also the

sales cloud contains account and contact

management which allows you to have a

complete view of your customers

including their activity history key

contacts customer communication and

internal account discussions you can

also find the possible leads which means

you can concentrate on customers who are

more likely to buy your product now this

was about the sales cloud next we have

the marketing cloud the marketing cloud

provides you with one of the world's

most powerful digital marketing platform

you can manage customer journals emails

mobile social media web personalization

content creation content management and

also data analytics also salesforce

marketing cloud develops marketing

automation and analytics software for

email mobile social and online marketing

and also offers consulting and

implementation services

after the marketing cloud next we have

the service cloud this service can be

used by companies who are deeply

concerned with customer service the

service cloud provides a service

platform for your organization's

customer service and support team it

provides features like case tracking and

social networking plugin for

conversation and analytics this not only

helps your support team solve customer

problem faster but also gives a customer

access to answers these answers will be

available on the service cloud so

customers can solve some of the common

problems on their own next we have the

community cloud now the community cloud

enables companies to connect the

customers partners and their employees

with each other and share the data and

records they need to get the work done

your employees your customers and your

partners can communicate data images in

real time with each other with the

community cloud salesforce cloud

community is highly flexible for any

business demand and use cases you can

leverage your crm data by directly

connecting with the community or any

third-party system overall the online

community software gives your company

the ability to build customized and

branded communities for seamless

enterprise collaboration and streamline

business processes after this we have

the salesforce commerce cloud the

salesforce commerce cloud is a highly

scalable cloud-based

software-as-a-service e-commerce

solution it offers best-in-class

features and functionalities developed

to provide a highly optimized e-commerce

experience the commerce cloud enables

your organization to provide seamless

customer service and experience

irrespective of your customers location

your customers can be online or in store

it also provides your customers data

integration so if your goal is to

provide customer with a positive

engaging customer experience then

commerce cloud is a service you need

after this we have the analytic cloud

the analytic cloud provides a business

intelligent platform for your

organization to work with large data

file create graphs charts or any other

pictorial representation of the data the

analytic cloud as the name suggests

allows you to analyze and use data

inside to uncover new business

opportunities this analytic cloud is

optimized for mobile access and can be

integrated with various other cloud

servers such as the marketing cloud

sales cloud service cloud and also the

commerce cloud next we have the

salesforce iot cloud now when your

organization need to store and process

internet of the things data you can

utilize the services of the salesforce

iot cloud this platform is built to take

massive volumes of data generated by

devices sensors website or application

customers and partners and on receiving

this data the platform initiates actions

to give you real-time responses after

this we have the salesforce app cloud

now the app cloud can be used to develop

custom apps to run on the salesforce

platform salesforce app cloud provides

you with a collection of development

tools that you can utilize to create

custom application on salesforce some of

the tools in the app cloud includes

force.com some of the tools in the app

cloud includes force.com which allows

admins and developers to create websites

and application into the main

salesforce.com application next is the

app exchange which is an online

application marketplace for third party

application that run on the force.com

platform after this we have hiroku which

allows developers the flexibility to

create application using the preferred

languages and tools

next is salesforce thunder which is big

data and rule processing engine designed

to analyze events and take personalized

actions next we have the salesforce

sandbox which allows developers to test

ideas in a safe and isolated development

environment so these were some of the

services offered by salesforce so now

let us move on to our next topic and see

some of the features of salesforce so in

this topic we will be mainly talking

about salesforce sales cloud features so

the first feature is contact management

salesforce crm provides a hazel-free

contact management by giving access to

all the critical data of the customers

and interaction histories you get a

complete picture of all your customers

from insights about how to engage with

them to deal they're involved in you can

also use the social data of the

customers for a deeper understanding of

the particular behavior regarding what

products or services they're interested

in also cloud-based contact management

enables you to easily collaborate within

the organization and share your insights

and important documents to create a

knowledge sharing workplace they provide

social collaboration tools to share

insights relevant documents and more on

every business records and contacts the

next feature is lead management so

salesfool lets you track the right

information about your crm leads now

leads are nothing but the potential

customers who you know have the chances

of buying the products salesforce rich

activity timeline lets you see and

access the most up-to-date contact

information while understanding best

practices and relevant documents using

sales path which means how did the

customer know about your product was it

through social media or text message or

some ads this will help you market your

products better as you know from where

more people are knowing about your

product

you can read the relevant insights on

your customers and act on it you can

also write and track emails from the crm

solutions

it's everything you need to convert more

leads faster also it helps the manager

to set proper leads to particular

salesperson so you know all the task is

evenly distributed among the team the

next feature is mobility so now let's

say you're away from your office and

that's an emergency and you have to log

into your salesforce account but you

don't have your laptop with you now so

this won't be a problem because of

salesforce mobile application the

salesforce mobile app can even help in

making conference calls taking meeting

notes and collaborating with your team

members via instant conversation with

this the files and document sharing

becomes very simple and it gives you

more flexibility to work from anywhere

the next feature is reports and

dashboards salesforce dashboard

components gives us a visual

representation of how your business is

performing in the market

reports and dashboards gives you easy

access to key data insights which help

in making better decisions it provides

you real-time statistics of your

company's information in very less time

it is very simple to create reports and

dashboard in salesforce you can build

the dashboard by simply dragging and

dropping icons into the salesforce crm

following this the next feature is

artificial intelligence integration or

also known as einstein analytics

salesforce einstein analytics is a

cloud-based analytic tool that allows

salesforce users to understand aggregate

and visualize data coming from different

location so the main aim of einstein

analytics is to solve the challenge of

combining all the information to analyze

large volumes of data and generate

powerful insights this analytics also

connects the user to sales service and

community cloud with embedded dashboards

so these were some of the prominent

features of salesforce now let us move

on to a demo part where i will talk

about the sales cloud service

for a demo i've signed in into

salesforce.com so salesforce offers all

its new customer with 90 days of free

trial so you can learn how to use

salesforce within this 90 days in the

free trial salesforce will guide you on

how to start using salesforce it is very

simple to start your free trial all you

have to do is enter your name your job

title company's name phone number and

your email id

now this is what a salesforce sales

cloud would look like

now you see there are set of options

available here such as contacts leads

opportunities tasks we will talk about

them one by one and understand them so

the sales cloud is for the sales team

and the main purpose of the sales team

is to get in touch with the customers

and sell them products or close the deal

so their main focus will be on leads

contacts and opportunities

now leeds is basically a customer who is

interested in your product so let us say

a customer inquired about your

particular product now he would become a

lead so for our demo let us first create

a lead so when i click on leads you will

see i have no recently viewed leads when

i click on this you can filter the leads

you have my leads these are the sample

leads which are already present so let

me create a new lead we'll come back to

lead status so we'll just name our lead

first we'll just say his name is mr

henry

stephen

now what is the job title

let's say he's a developer

and what companies he works for

let us say he works for edureka you can

enter his email id over here let's say

henry

well gmail.com

some random phone number

industry let's say he's from

the engineering industry

and now you see you have something

called a lead source

as i've told you before customers could

contact you through calls email social

media and many more platforms so it is

important for the sales person to note

down the source it will be very helpful

in marketing so let us say many

customers are contacting the sales team

through social media so now the company

can market better on social media so

we'll select the lead source to be

advertisement and then come back to lead

status now you see there are one two

three four five types of lead status

now unqualified means a customer who is

not willing to buy your product

new means he or she is a new customer

and you're yet to talk to them working

and nurturing means the customer is

interested and is willing to buy your

product and chances are he or she will

buy your product if you convince them

now qualified means the customer is

ready to buy your product

so we'll just go with new and i think it

was good enough we'll just save it now

you do not have to fill in all the

details the only mandatory columns for

company name and lead status

so we'll just save it

and get a message saying lead mr henry

stephen was created now let us just

create one more lead over here

so now let the lead status be new again

we just name our lead as

abhinav

anand

the title let it be

testing

company b

tcs

we'll just give him an email id

some random phone number

we'll give the lead source as employees

referral over here

we'll just save it

now a second lead was also created

now we have created two leads

now let us say the sales team convince

up enough to buy the product so now i

have to change the lead status from new

to converted i can do that with a few

clicks i just click on it and you see

stator change successfully

once the lead is successful its

information is stored in the account

section so his account name is tcs which

is his company's name so i'll just

convert it

now you can see in the lead section

there is only henry c1 left out so when

we click on account section we will see

the company for which ubino works which

is tcs so under the account option you

will basically have the list of the

companies that your customer works for

so when you click on all account you can

see a few sample companies for which

your customers work for

if you click on ccs you can view up

enough information over here

now under the contact tab you will have

information about your customer you can

see the person's name the company works

for his phone number his email id and

many more

so when there are a lot of information

over here you can just search for a

particular customer over here you can

also filter your view over here now as

there less contact we cannot use proper

filters so we'll just leave it now the

major difference between account and

contacts is account contains the

companies that you're doing business

with and contacts are the people who

work for these companies moving on to

opportunities now opportunities are

passed of pending sales for an account

that you want to work or track

opportunities includes various user

information there are few customers with

whom the deal was closed they either

bought it or did not buy it and it also

includes customers who can buy your

products so you can see what are the

opportunities which are closing this

month next month which are new to this

week and what are your one means which

all customers have bought your products

now in recently viewed we'll just change

this opportunity into closed win because

abhinav is willing to buy the product so

we'll just change it to

close win over here and we'll save it

now after opportunities we have tasks

now task is nothing but the duties to be

carried out by the salesperson on a

particular date it can be something like

calling a customer at a particular time

or emailing a customer asking him for

feedbacks it could be anything like this

next we have calendar a calendar can be

used to create an event for example a

customer wants to close a deal on a

particular date so instead of writing it

down somewhere you can just create an

event in the calendar you will be

notified about the meeting beforehand

itself you can set a reminder from 5

minutes to 2 weeks before the meeting so

let's say you want to create a event on

wednesday so we'll just click on the

date so we'll just select the time

at 2 pm i have a meeting so we'll just

name it

called henry

the location is not compulsory

the start and the end time is already

assigned

so it'll be a call

so i can set a reminder from

five minutes to two weeks

so i'll just give it one hour

i'll save it

now an event was created

now the salesperson can carry on its

duty without having to worry about the

meeting you'll be notified one hour

before the meeting itself

next you have salesforce dashboard which

will allow you to present multiple

reports side by side so you can compare

them

now if you want to take down any notes

while talking to any customer you can

write it over here

next we have reports now reports are

used to generate data and display the

data in the form of rows and columns

with rule criteria

next is group groups are nothing but a

set of users so if a company has many

sales team each team can create a group

and communicate among themselves so you

see salesforce sales cloud can be very

helpful for your sales team it stores

all the customers information at one

place so you can use them to increase

your company's profitability so now let

us move on to our next demo on reports

and dashboard in salesforce

so for our demo i have signed in into

the salesforce console so salesforce

offers all its new customer with 90 days

of free trial of the sales cloud

so if you want to learn how to use the

sales cloud within this 90 days you can

just go ahead and create an account now

it is very simple to create a salesforce

free trial account it will ask you for a

few information such as your name your

job title company's name phone number

and email id once you give all this

information you can just start your free

trial

so for a demo first we are going to

import a sales data from a document and

then use a data to create a report and

then prepare a dashboard for those

reports

so for people who are new to salesforce

this is what the salesforce console

would look like it will have the

performance here assistant

tasks evens

and contacts if you want you can also

change the entire interface over here

and you can see there are few options

here such as accounts contacts leads

opportunities tasks calendar dashboards

we will talk about them one by one now

so we'll just start with leads leads

store customer information who are

interested in your product let's say

some customer inquired about a

particular product now he would become a

possible lead

next accounts accounts has a list of all

the companies that your customers are

working for

the contact tab will contain information

about your customer we'll just go to all

contacts over here

here you can see we have some of the

sample data you can see the name of the

customer then we have the account name

which means which company is it working

for what is the job title his phone

number email and its owner name

next account will have a list of

companies that customers are working for

we go to my accounts

now these three companies employees are

your contacts

next opportunities are passed or pending

sales for an account that you want to

work on or track

here you can see what are the stages of

that opportunities whether you have

closed the opportunity successfully or

you've lost it or does it need any

analysis and so on

now task is the daily activities of a

salesperson

so when i go to open task

you can see a few of the sample tasks

over here such as discuss partnership

opportunities follow up on a particular

customer and so on

next is calendar now calendar can be

used to create an event for example a

customer wants to close a deal on a

particular day

so instead of writing it down somewhere

you can just create an event and you'll

be notified about the meeting before

itself

now we're going to talk about reports

and dashboard in details now now notes

are nothing but while talking to a

customer if you want to write down

something you can just write it over

here

now coming back to a demo the first step

is to import sales data into leads so

just go to leads

when you go to my leads you can see a

few of sample leads which are already

here

we can also use the sample each for our

demo but i'm still going to import sales

data to my dates

so click on imports over here

select leads

i'm going to add new records

you can also update existing record or

add new and update existing record both

so go to add new records

now i'll just drag my file over here

and click on next

now one very important point to remember

here is whenever you're importing any

data you should always have name

companies name lead status object in

your file

let me click on next over here

and we'll start the import so you'll get

a message saying congratulation your

import has started

now after i click ok it will redirect me

to the lead console so when i click on

all leads

you can see my leads have started

appearing

i had around 163 sales data samples in

my file

so there are total of 168 leads 162 are

the data sample leads which i had

imported and six are the default samples

which are already available

now let us create a report with this

data

we'll just go to reports

and select new reports

now you can see there are sample reports

which are already available but we are

going to create our own new report so

just select new reports

you have to choose a report type

so it's in leads so just select leads

and we'll continue

now to preview only a limited number of

records but after you run it you can see

everything

so we can group our rows from here

and we can select any column which we

want a report to display

i can also remove the column which i

don't want my report to display now

let's say i don't want title because

it's only present for six data samples

so i'll just remove title from here

you can also filter your reports

according to your convenience

now let us group our rows based on lead

status

so we'll just select lead status from

here

now you can see the records are grouped

according to the lead status we have

three in new two working one nurturing

and 13 in shift

now this is only a preview but in

reports we can see many more

undershipped

now in report you can also add charts so

if you just click on add charts over

here now you can see the number of new

lead status the working lead status

nurturing shipped

now this report actually contains two

different types of data as there were

sample leads before i imported even

those are present here from the data set

i had imported the status were only

shipped and on hold

now if you want you can also change the

type of charts you can just click on the

setting button over here

and you know you can show it in donut

format

in funnel

line

so to see this properly we're going to

create dashboards

so i'll just go to dashboards over here

now first we have to save this

so we'll just save it

we'll name it

demo report

and folder let it be the same folder

now if you want to add any description

about your report you can also add it

here

but now i just let it be and just save

this

now let us create our dashboards

so click on dashboards over here

we'll have some of the sample dashboards

over here

if you want you can just go click on

this and see how is the dashboard

now if you want you can just click on

any dashboard and see how it is

so now let us create our dashboard

so just go to dashboard select new

dashboard

so we'll name our dashboard demo

dashboard

if you want to describe your dashboard

you can describe it over here now you

can select any folder from here if you

want you can also create a new folder

but i'll just let it be in the private

dashboard folder and i just created

now a dashboard has been created now we

have to add components to it now as i've

told you before there are five

components in salesforce dashboard which

are charts gauze metrics table and

visual force page so we can select

anyone from those option we'll just go

to add components you must have a report

to create a dashboard and use the

dashboard components

now we'll just select the report

now here if you want you can select any

type of flash for components you can go

for horizontal bar chart or you can go

for vertical bar chart so we'll add few

of these charts to our dashboard now

we'll add a horizontal bar chart

now you can see the lead status over

here there were three new two working

one nurturing lead status in the lead

data and from the sales data which i had

imported there were 148 shipped six on

hold four in progress and four cancelled

now i'll also add few more dashboard

components

so i'll select the report

i'll add the donut chart

so i'll just add it

here you can see our donut chart with

the values

i'll also add funnel chart

i will also add the funnel chart

if you want i can move this over here

i can add any of these dashboard

components as well now it is up to you

which dashboard components you want to

add

we'll just add one more component

we'll just add the line chart

and here is the line chart we'll just

move it to the top

and we'll save the dashboard now you see

it is very easy to create reports and

dashboard in salesforce it is also very

visually pleasing and interactive

and with this we have come to the end of

our session i hope it was helpful happy

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