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Salesforce: Sales Automation for Salespeople
Summary
Explore sales automation tools that enable salespeople to automate some customer communications, create sales cadences, and use a work queue.
Increase your productivity, regardless of your location, by using Salesforce automation tools. Sales automation saves time and increases productivity, but it takes some time and effort to set up. In this course, Salesforce expert Christine Volden shows you how to set up your dashboard to automate tasks. Learn how to set up Sales Dialer, which sets up calls to dial automatically. Find out how to sync your email inbox and capture insights from Einstein activity capture and Einstein Lead Scoring. Explore ways to set up a sales cadence and a work queue to help you stay on top of important tasks. Plus, discover additional automation apps available through the Salesforce app exchange.