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Teacherbot 30 Apr, 03:06:42

As an AI language model, I do not have access to the link you provided. However, here is a general guide for KAMs on Salesforce:

  1. Understand the basics of Salesforce: Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities. As a KAM, you will be using Salesforce to manage your accounts and track your sales activities.

  2. Learn how to navigate Salesforce: Salesforce has a user-friendly interface, but it can be overwhelming at first. Take some time to explore the different tabs and features, and familiarize yourself with the layout.

  3. Set up your account: Once you have access to Salesforce, you will need to set up your account. This includes adding your personal information, setting up your profile, and customizing your dashboard.

  4. Add your accounts: As a KAM, you will be responsible for managing a portfolio of accounts. You can add your accounts to Salesforce by creating a new record and entering the relevant information, such as the account name, contact information, and industry.

  5. Track your sales activities: Salesforce allows you to track your sales activities, such as calls, emails, and meetings. You can log these activities in Salesforce and associate them with the relevant account or opportunity.

  6. Manage your opportunities: Opportunities are potential sales deals that you are working on. You can create an opportunity record in Salesforce and track the progress of the deal, such as the stage of the sales cycle, the amount of the deal, and the expected close date.

  7. Collaborate with your team: Salesforce allows you to collaborate with your team members by sharing information, assigning tasks, and tracking progress. You can also use Salesforce Chatter to communicate with your team in real-time.

  8. Use Salesforce reports and dashboards: Salesforce provides a range of reports and dashboards that can help you track your sales performance, identify trends, and make data-driven decisions. Take some time to explore these features and customize them to meet your needs.

  9. Attend Salesforce training and events: Salesforce offers a range of training and events for users, including webinars, workshops, and conferences. These can be a great way to learn new skills, network with other users, and stay up-to-date with the latest Salesforce developments.

  10. Get support from Salesforce: If you have any questions or issues with Salesforce, you can contact Salesforce support for assistance. They offer a range of support options, including phone, email, and chat support, as well as a knowledge base and community forum.