Project: Reports and Dashboards in Salesforce
Objective: Leverage Salesforce tools to build the most effective reports and dashboards to support decisions, motivate a sales team, and summarize important sales metrics to present to various internal stakeholders.
Project: Customer Success in Salesforce
Objective: Utilize the tools in the Service Cloud to establish a system for customer success management with a consistent and positive customer support experience.
Project: Opportunity Management in Salesforce
Objective (A): Leverage the tools in Salesforce to create a system for opportunity management that can be replicated across the entire sales department.
Objective (B): Utilize Salesforce objects like products, price books, quotes, contracts, and orders to close deals more efficiently and effectively.
Project: Lead Management in Salesforce
Objective (A): Leverage the Sales Cloud within Salesforce to create a system for lead management that can be replicated across the entire marketing and sales departments.
Objective (B): Utilize tools in Salesforce to qualify leads, initiate contact with prospects, and track and manage communication ensuring that everything is streamlined and efficient.
