This Independent Project demonstrates my ability to work with leads in Salesforce during the Prospecting and Qualifying stages of the sales process. I understand how identifying and following up with Marketing Qualified Leads and Sales Qualified Leads is vital to a business.
Tasks completed in this project:
- Structured and downloaded lead data
- Imported data in Salesforce
- Created a list view and filtered for leads
- Associated leads with a campaign
- Filtered leads to decide who to approach
- Initiated contact with leads via emails and calls
- Marked leads as hot
- Created email templates
- Converted leads
For my second Independent Project, I worked with opportunities in Salesforce during the Presenting and Closing stages of the sales process. I learned how working with the Opportunity object and it’s associated objects help a Sales Rep and Account Executive stay organized and work efficiently to close a sale.
Tasks completed in this project:
- Updated activities, notes and stages for Opportunity records
- Used the Opportunity Kanban
- Created Products, Standard and Custom Price Books
- Associated Price Books with Opportunities
- Created and sent Quotes
- Closed deals
- Created Contracts
In the third Independent Project, I empowered Customer Success team members to use Salesforce to work effectively and efficiently. I know how to utilize the Service Console to keep track of customer information, which helps team members provide seamless service and identify upsell opportunities.
In this project, I created:
- New Cases
- A Knowledge Base
- Knowledge Articles
For the final Independent Project in the course, I assisted Sales Managers with creating reports, charts and dashboards that identified data about working contacted Leads, open Opportunities and closed won Opportunities.
In this project, I created:
- A Tabular report
- A Summary report
- A Matrix report
- A new report
- Report charts
- A Dashboard