This Implementing an Analytics Strategy for the Sales Cloud training course is a must for anyone responsible for using analytics to drive business results in a sales organization. This course provides the skills and knowledge needed to gather analytics requirements, design and build custom reports and dashboards, and deploy them to users. Using real-world scenarios, this course provides the tools to analyze key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.
By attending Implementing an Analytics Strategy for the Sales Cloud workshop, delegates will learn to:
- Establish a process for developing and deploying analytics solutions for the 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
The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality.
In particular, you 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 builder
This Implementing an Analytics Strategy for the Sales Cloud class 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.