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Implementing an Analytics Strategy for the Sales Cloud (STR301)
New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce administration, Sales Cloud, Salesforce development, Salesforce design and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.
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COURSE INFORMATION
Implementing a Reporting Strategy for the Sales Cloud Overview:
Implementing a Reporting Strategy for the Sales Cloud course is for anyone using analytics to drive results in a sales organization. This course 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.
Who Should Attend:
This course is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, including:
- Sales operations analysts
- Business analysts
- Sales managers
- System administrators and power users may also benefit from this course
Implementing a Reporting Strategy for the Sales Cloud Prerequisites:
Before attending this course, you must have the following knowledge:
- 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 builder
Implementing a Reporting Strategy for the Sales Cloud Objectives:
After successfully completing this course, you should be able 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
Implementing a Reporting Strategy for the Sales Cloud Outline:
Module 1: Discovery
- Establish a process for delivering analytics solutions
- Discover high-level requirements
Module 2: Defining Your Analytics Infrastructure
- Define a report and dashboard architecture
- Clean up reports and dashboards
Module 3: 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
Module 4: Closed Business Analysis
- Compare closed business month over month
- Analyze win rates with a joined report
Module 5: Pipeline Trend Analysis
- Understand opportunity trends with stage history
- Understand historical trending
- Analyze opportunity trends with an analytic snapshot and a combination chart
Module 6: 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
Module 7: Lead Performance Analysis
- Analyze which types of leads perform best
- Monitor lead conversion times
- Analyze campaign revenue generation
Module 8: Sales Management Analysis – Activities
- Design a dynamic team dashboard
- Understand activities
- Report on activities
- Analyze neglected accounts with a cross filter
Module 9: Sales Management Analysis – Opportunities
- Identify stalled opportunities and bottlenecks
- Identify opportunities at risk with a cross filter and a joined report
Module 10: Sales Rep Analysis
- Monitor individual pipelines
- Manage activities
Module 11: Deploying Your Analytics Solution
- Communicate changes to users
- Maximize user adoption of reports and dashboards
- Improve report performance
