Collaborate and Close Deals Faster
Ensure your sales team can collaborate on deals and stay productive.
Use Salesforce collaboration tools to sell as a team.
Set up and configure Slack Sales Elevate in your Salesforce and Slack instances.
Efficiently organize and complete tasks using the To Do List as your central task manager.
Boost rep productivity with an activity timeline and integrated email.
Stay Engaged
Learn key Salesforce features to keep your sales team engaged and focused.
Boost inside sales productivity and manage for success with Sales Engagement.
Quickly add outreach emails, calls, LinkedIn, or custom tasks to Work Queue or To Do List.
Use email and Salesforce together to save time and increase sales productivity.
Track customer interactions and work deals directly in Gmail and Google Calendar.
Learn new tools to help sales reps better prepare and engage with customers.
Explore how to close more deals faster with Einstein Conversation Insights.
Use Analytics to Make Smart Decisions
Build revenue intelligence and accurate forecasting.
Visualize key business metrics in real-time using Lightning Experience.
Optimize your sales performance with reports and dashboards.
Discover the Revenue Intelligence solution and put it to work for your sales team.
Gain insight across customer interactions with analytics in Sales Cloud.
Learn how to use Pipeline Inspection to track key metrics and manage opportunities.
Drive accurate sales projections and forecast with confidence.
Implement AI for Sales
Incorporate AI into the selling process.
Discover how Data + AI + CRM work together to supercharge your business.
Discover how generative AI and Einstein are transforming the future of sales.
Learn how to sell more effectively by leveraging the capabilities of Einstein Copilot.
Discover how generative AI and Einstein are transforming the future of sales.
Use Einstein Conversation Insights to automate tasks so you can spend more time selling.
Manage Sales Performance
Learn sales performance strategies and best practices.
Define a sales strategy that includes sales teams, targets, and assignments.
Explore how your team can create sales opportunities and revenue with Salesforce Maps.
Design and optimize territories that align with leadership goals and motivate sales teams.
Use Territory Planning to create and optimize territory alignments.
Create balanced territories and forecast sales effectively with the Sales Cloud platform.
Power commission programs and improve cross-department incentive performance with Spiff.
Increase your commission program’s efficiency, accuracy, and visibility with Spiff.
Collaborate with Partners
Close more deals with partners.
Drive sales performance and revenue growth with enablement programs in the flow of work.
Personalize the partner experience to boost channel sales.
Learn how Sales Cloud PRM can help you achieve your channel sales goals.
Learn best practices for channel sales and partner portal management in Sales Cloud.
Manage the Revenue Lifecycle
Manage lead to cash in one place.
Solve revenue efficiency challenges using the unified product-to-cash platform.
Earn the Selling Specialist Credential
Solve complex sales challenges.
Complete the capstone assessment to earn the Selling Specialist Super Set.
About this Trail
Discover the tools and programs to take your sales process to the next level. In this trail, you learn how to close deals faster, keep your sales team engaged, make accurate forecasts, manage the revenue lifecycle, and incorporate AI into your selling. You’ll gain skills in sales management, productivity, data analysis, and system design.