The fourth course in the Salesforce Sales Operations Professional Certificate — Reports, Dashboards, and Customer Success 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, 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.
Este curso forma parte de Certificado profesional de Operaciones de venta de Salesforce
Ofrecido Por
Acerca de este Curso
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
Qué aprenderás
Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.
Habilidades que obtendrás
- Reports and Dashboards
- CRM
- Sales Operations
- Customer Success
- Salesforce
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
Ofrecido por
Programa - Qué aprenderás en este curso
Supporting Customer Success Managers
Service Cases in Salesforce
Supporting Sales Managers with Reports
Charts and Dashboards
Reseñas
- 5 stars83,83 %
- 4 stars13,13 %
- 1 star3,03 %
Principales reseñas sobre REPORTS, DASHBOARDS, AND CUSTOMER SUCCESS IN SALESFORCE
The most abstract portion of the certificate so far, but the delivery made all the difference.
Excellent! It was like a real world to me. I will keep engaging on my own on reports and dashboards practices
Amazing, proud and happy for the new skilss I've gained, looking forward to utilizing them.
The course is very detailed, concise explanation and have the quality material.
Acerca de Certificado profesional de Operaciones de venta de Salesforce

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