CRM

Salesforce for Marketers

Salesforce is a hugely popular and powerful customer relationship management (CRM) platform that gives marketers the tools they need to put their customers first.

Date
July 2020
Issued by
LinkedIn Learning
Salesforce for Marketers

Salesforce is a hugely popular and powerful customer relationship management (CRM) platform that gives marketers the tools they need to put their customers first. Salesforce provides a variety of tools for managing marketing workflows, including digital marketing and paid advertising. This course explores how to enable and utilize these features. Discover how to leverage this platform to communicate with your sales teams; tackle email marketing; connect with prospects and customers using social media; manage the lead life cycle within a Salesforce account; track vendor expenses; visualize marketing project success; and more.

Learning objectives

  • Explain how to assign a lead to a sales rep.
  • Identify the location used to assign an event to a sales rep.
  • Summarize the process used to import a list of leads into Salesforce.
  • Recognize what is needed in order to receive the full benefits of Salesforce Chatter.
  • Determine when to employ lead scoring in Salesforce.
  • Recall what information is provided in a Sales Opportunity report.
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