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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
This lecture covers working with external people that belong to the company you are trying to win the business of. Contact Roles are where you assign contacts as Decision Makers, Influencers, Executive Sponsors, etc.
In this lecture we enable Team Based Selling in Salesforce. We then walk through how to add team members to an opportunity and assign them a role. Various sales roles are covered in this lecture. This lecture covers working with internal people to help close deals.
This lecture shows you how to collaborate on opportunities with Chatter. Beyond the basics of posting and performing @ mentions and # hashtag topics, we also discuss how to bookmark Chatter posts, follow opportunities, etc.