salesforce crm online training@magnific

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www.magnifictraining.com - "SALESFORCE CRM" Online Training contact us:info@magnifictraining.com or +919052666559 By Real Time Experts from Hyderabad, Bangalore,India,USA,Canada,UK, Australia,South Africa. Salesforce CRM Training Training is the most effective thing you can do to maximise your investment in Salesforce CRM; it will get your team up to speed on Salesforce, increase adoption rates and give you a fast ROI. PrimaLink offers customised Salesforce training specifically designed for your organisation, business methodology and processes. With our training, you ensure that end users are well-trained and confident, boosting productivity. Our Salesforce training can be targeted to your whole team, from sales and support staff to marketing and executives, increasing effectiveness and helping each user to automate and improve their daily tasks.

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7 Steps for Optimizing Your Salesforce CRM Usage on the Go:

7 Steps for Optimizing Your Salesforce CRM Usage on the Go Online | classroom| Corporate Training | certifications | placements| support Visit: http://www.magnifictraining.com/

Top 5 CRM Applications::

Salesforce SAP Oracle Microsoft Dynamics RightNow Top 5 CRM Applications: Salesforce is currently the global leader for CRMs in Wealth Management.

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Who uses Salesforce CRM in the financial industry? Financial advisors Wealth Management Managers Banks Insurance Companies Lending Providers Capital Market Services

Worried about security?:

Some recommended apps available: Wealth Management goalgamiPro for Salesforce Worried about security? Salesforce is secure and has been tested by the Department of Defense, so accessing your Salesforce while on vacation and worrying about security won’t be a problem. So buckle up and log into your Salesforce CRM!

Step 1: Get in gear: Moving towards being task-driven:

Check your recent items in your dashboard to determine which items have recently been looked at (documents, data, contacts) Know where to access information quickly—create a new lead, account, contact, etc. Decide which tasks or goals are achievable while away from the office—be realistic! Step 1: Get in gear: Moving towards being task-driven

Step 2: Select 3 tasks to focus on in your CRM:

Get organized! Choose only 3 tasks to focus on while in Salesforce—don’t overwhelm yourself with all that you can do and should do. You will waste time if you do not have an action plan on the go and know what you can realistically achieve while away from your office. Drill down on those 3 tasks and see where you need help and what you can achieve independently. You may find that you need to assign the task to someone else. Step 2: Select 3 tasks to focus on in your CRM

Step 3: Log all new client activity after client meeting:

After meeting with a client, transfer those paper notes into Salesforce so they never get lost and all data is saved in your CRM! Step 3: Log all new client activity after client meeting Move away from the sticky notes and save it in the cloud!

Step 4: Set goals for your advisors or team while your are away from the office :

Step 4: Set goals for your advisors or team while your are away from the office Assign goals to team members and track the progress of those goals. Impress your manager by staying on top of your goals. Sample Goals for your practice: Build client base AUM Build client pipeline Complete X of quarterly reports

Step 5: Sync calendar (now all employees can see what’s lined up):

Step 5: Sync calendar (now all employees can see what’s lined up) Create events or tasks that will sync to your Google or Outlook calendar Create a multi-user calendar to view what your team members are up to while you are away from the office. Invite others to the team and see what is everyone has assigned to them and for that week you are out.

Step 6: Shorten your email time!:

Save time and energy by sending follow-up messages to multiple contacts at once Step 6: Shorten your email time!

Step 7: Final check-Search for those missed phone calls.:

Check for missed phone calls in your CRM and be able to pull up all information—emails, missed phone calls, etc. If the missed phone call is from someone unknown, find out who it is by simply typing the phone number in the search box as well. Salesforce will be able to search across the whole database and find it for you. Step 7: Final check-Search for those missed phone calls.

Don’t forget to tune-in!:

info@magnifictraining.com http://www.magnifictraining.com/ +91 9052666559, 9052666558 Don’t forget to tune-in! Have questions on CRM usage? Join the conversation on Twitter.

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