Lead to Cash: Free Training from Certified Salesforce Consultants

Discover How to Run Your Business on Salesforce

Tell us a little about yourself and we’ll send you a video from the series each week.

Lead-to-Cash-Overview

Lead-to-Cash Overview

An overview of building fully-integrated software ecosystems from the first touch with prospective candidates to the last invoice.

Watch Video
people-at-the-office-talking-and-brainstorming_t20_6w0nnO@2x

Lead Generation and Marketing Automation

Learn how to further align sales and marketing through integrated CRM and marketing automation systems.

Watch Video
people-indoors-business-furniture-modern-room-meeting_t20_koEPAp@2x

Sales Cloud and Customer 360

See how you can create a full 360-degree view of the customer to facilitate account management and prospecting.

Watch Video
business-woman-in-white-shirt-working-at-laptop-at-home-office-hiring-inetrviews-wireless_t20_xXBbYm@2x

Salesforce CPQ

Discover how CPQ streamlines and speeds up your quoting, brings standardization, and improves reporting within the Lead to Cash vision.

Watch Video
businessman-has-a-new-desk-that-with-the-push-of-a-button-goes-up-or-down-to-allow-him-to-conduct_t20_px13Zj@2x

Enhancing Customer Service with Service Cloud

See how you can tackle the customer service piece of the Lead to Cash strategy with service cloud by responding efficiently, welcoming interactions, and improve reporting on your KPIs.

Watch Video
people talking at whiteboard

Order Management/ERP Integration

Learn how to effectively handle Salesforce order management and get an inside look at its key features.

Watch Video
brainstorming-collaborating-together-meetings-whiteboards-ideas-post-its-notepads-working-together_t20_2wxOQK@2x

Salesforce Custom Development and Integrations

By leveraging the lead to cash approach in Salesforce, you can achieve your partner and customer engagement goals! See it in action in part six of this webinar series.

Watch Video