SILIKEN - Innovation Experience

WEBINARS SILIKEN

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TRAINING SCHEDULE:

SESSION 1:VIDEOS

Activities & Leads Management.
Date: 24/05/2011
Hour: 18:00/19:30h (GMT+1)

This session is aimed at giving an overview of management tools and management capabilities of activities (events and tasks)...

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SESSION 2:VIDEOS

Opportunities & Products Management.
Date: 26/05/2011
Hour: 18:00/19:30h (GMT+1)

This session will get to know the entire opportunity management process with the optimization of the solution. Know the...

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SESSION 3:VIDEOS

Reports & Dashboards. Third party connectors.
Date: 31/05/2011
Hour: 18:00/19:30h (GMT+1)

In this session we will learn how to use corporate reports and dashboards and create our own reports. We will also see...

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SESSION 4:VIDEOS

Chatter. Marketing applications.
Date: 06/06/2011
Hour: 18:00/19:30h (GMT+1)

To end we will see all the possibilities of communication and collaboration that offers Chatter and different level of...

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DATE:  

24/05/2011

HOUR:  

18:00/19:30h (GMT+1)

SESSION OBJECTIVES:

This session is aimed at giving an overview of management tools and management capabilities of activities (events and tasks), management and sharing of calendars, views, etc.

Also we will see in depth the management of Leads and the best practices for the proper use and exploitation of data.

Getting Started:Watch video

  • Definitions
  • Browsing System: items & tabs
  • User customization

Managing Leads, Accounts & Contacts:Watch video

  • Lead Management & Qualification
  • Creating Customized Views
  • From Lead to Account/Contact/Opportunity: Conversion Process

Activities:Watch video

  • Events: Manage Calendar & Appointments
  • Tasks - Calls & Follow up Records

DATE:  

26/05/2011

HOUR:  

18:00/19:30h (GMT+1)

SESSION OBJECTIVES:

This session will get to know the entire opportunity management process with the optimization of the solution.

Know the dynamics of working with products, price lists and approval flows.

Managing Opportunities:Watch video

  • Record Types
  • Opportunity Company
  • CGVs, Incoterms
  • Delivery Information

Following up:Watch video

  • Creating Customized Views
  • Sharing opportunities
  • Tasks & Events
  • Stages

Product Association: Watch video

  • Product Lists
  • Approval Process

Generating Quotes Watch video

DATE:  

31/05/2011

HOUR:  

18:00/19:30h (GMT+1)

SESSION OBJECTIVES:

In this session we will learn how to use corporate reports and dashboards and create our own reports.

We will also see the possibilities of communication with Outlook, mobility and other third party solutions.

Company Standard Reports: Watch video

  • Who to use the reports
  • Manage capabilities
  • Creating a report
  • Types of reports
  • Adding a graphic
  • Pivoting information

Dashboards:Watch video

  • Reading Dashboards & Personalize in my home

How to Install my Outlook Connector: Watch video

  • Install Outlook Connector
  • Other Methods to sync emails

Salesforce Mobile: Watch video

  • Install in my smartphone
  • Browsing through salesforce mobile

DATE:  

06/06/2011

HOUR:  

18:00/19:30h (GMT+1)

SESSION OBJECTIVES:

To end we will see all the possibilities of communication and collaboration that offers Chatter and different level of marketing applications, manage campaigns, email marketing, use of communication templates, etc.

Chatter: Watch video

  • How to use
  • Groups, Flies and more

Campaigns: Watch video

  • Why should I create a campaign
  • How to create
  • Following up Campaigns

eMail Marketing & Templates: Watch video

  • Creating email Templates
  • Massive eMails
SILIKEN, S.A. - Ronda Isaac Peral y Caballero, 14. Parque Tecnológico - 46980 Paterna (Valencia) - España - Tel.: +34 902 41 22 33. Fax: +34 96 070 92 65 | www.siliken.com