Implementing an Analytics Strategy for the Sales Cloud

This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing an Analytics Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather analytics requirements, Duration design and build custom reports and dashboards, and deploy them to your 3 days users. Using real-world scenarios, this course gives you the tools to analyze Delivery Format your key sales metrics, including lead generation, pipeline and trends, closed Classroom business, and sales team performance.

Who should take this course?

Implementing an Analytics Strategy for the Sales Cloud is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, such as sales operations analysts, business analysts, and sales managers. System administrators and power users may also benefit from this course.

Prerequisites
The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

Navigating Salesforce. Salesforce objects and their relationships to one another. Creating reports with the report builder. Creating dashboards with the dashboard builder.
What you will learn
By the end of this course, youll be able to:

Training helps my company maximize our ROI, because we use Salesforce to its full potential.
Faun Clark Langston Global Applications Manager Intergraph

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.

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Course Outline: Implementing an Analytics Strategy for the Sales Cloud Topic
Discovery Defining Your Analytics Infrastructure Analyzing Opportunity Pipeline

Objective

Establish a process for delivering analytics solutions Discover high-level requirements Determine permissions and folder access Define a report and dashboard architecture Clean up reports and dashboards Analyze executive requirements Design an executive dashboard solution Build reports to analyze pipeline Build top 10 opportunity reports Analyze opportunity size Report on won opportunities against targets Compare closed business month over month Build top 10 won opportunities reports Build a top sales rep leaderboard Analyze win rates Report on opportunity trends with stage history Analyze opportunity trends with analytic snapshots Analyze the companys sales forecast Analyze sales reps quotas and forecasts Analyze which types of leads perform best Monitor lead conversion times Monitor lead qualification performance Compare sales rep conversion performance Identify stuck opportunities and bottlenecks Identify opportunities at risk Analyze sales rep activities Monitor data quality Monitor individual pipelines Manage activities Analyze individual quotas Validate that a solution meets requirements Provide guidance on how users can use a solution to meet their objectives Maximize the consumption of reports and dashboards

Closed Business Analysis

Analyzing Pipeline Trends Forecasting Analysis Lead Performance Analysis

Sales Team Management Reporting

Reports and Dashboards for Sales People Validate and Deploy Your Analytics Solution

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