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MEETING DAYS & TIMES: Tuesdays, 7:00PM-9:30PM
LOCATION: Owasso Community Campus, Room 1336
INSTRUCTOR:  Charles Bigbie

This unique and comprehensive course focuses on the issues of financial concepts important to retirees. In straightforward language, this course explains financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection, and providing a legacy. However, money is only one aspect of post-retirement planning. We introduce fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures, and lifelong learning to help you make the most of your retirement years. 
The course includes a 143 pg. illustrated workbook. Paid registrants will receive a code to bring a free guest. Class sizes are limited so register today!

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LENGTH OF ACCESS: Two Months
LOCATION: Online

Course 2 of 4
Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. It is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. 

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LENGTH OF ACCESS: Two Months
LOCATION: Online

Course 3 of 4
This course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce are crucial skills for anyone interested in entry level sales jobs.

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LENGTH OF ACCESS: Two Months
LOCATION: Online

Course 4 of 4.
This course is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, how to use tools in Salesforce to improve customer service at a business, how to leverage data in Salesforce to improve the overall performance of a sales team, and the path to becoming a Salesforce administrator. You will learn how to use filters to produce custom reports in Salesforce, and then discover how to visualize that data effectively through the use of charts and dashboards. 

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LENGTH OF ACCESS: Two Months
LOCATION: Online

Course 1 of 4
This course is the first of a series that aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth.

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LENGTH OF ACCESS: Three Months
LOCATION: Online

A must have for sales operations professionals, this 4 course bundle includes the following:

1) Sales and CRM Overview
2) Lead Management in Salesforce
3) Opportunity Management in Salesforce
4) Reports, Dashboards, and Customer Success in Salesforce

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