Reference no: EM133046926
U31218 Customer Experience Management - University of Portsmouth
Assessment: Projects
- Develop practical skills of using CRM tool (e.g. Salesforce) for effective customer experience management.
Assessment Aim
This Assessment aims to let students present and build multiple workflows and business processes in Salesforce CRM. These projects assessment will benefit student to apply the practical knowledge learned throughout the semester.
ASSESSMENT PROJECTS
Project 1: Customize a Sales Path for Your Team
Guide your reps during the sales process and make them more productive.
1. Customize a Sales Path
2. Customize Opportunity Stages
3. Work with Opportunities in the Kanban View
Project 2: Manage Products, Prices, Quotes, and Orders
Use price books to help your sales team track key details for all their deals.
1. Create and Customize Products
2. Create Custom Price Books
3. Create an Opportunity and Add Products to It
4. Control Access to Price Books and Products
5. Create Multiple Quotes
6. Create an Order with Products
Project 3: Sales Cloud Einstein
Log your activities, target the right leads, and close more deals with AI for sales.
1. Increase Sales Productivity
2. Automate Sales Activities
3. Target the Best Leads
4. Close More Deals
5. Connect with Your Customers and Create New Business
6. Improve Sales Predictions
HOW TO SET UP SALESFORCE CRM PORTAL FOR ASSESSMENT PROJECTS
- After consolidation week face-to-face lab session to set up a Salesforce.com CRM portal (Trailhead Playground) for the assessment projects.
Attachment:- Customer Experience Management.rar