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.
Este curso forma parte de Certificado profesional de Operaciones de venta de Salesforce
21.651 ya inscrito
ofrecido por
Personal de ventas
Pathstream
Certificado profesional de Operaciones de venta de SalesforcePersonal de ventasAcerca de este Curso
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Fechas lÃmite flexibles
Restablece las fechas lÃmite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100Â % en lÃnea
Comienza de inmediato y aprende a tu propio ritmo.
Nivel principiante
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
Aprox. 22 horas para completar
Inglés (English)
SubtÃtulos: Inglés (English)
Qué aprenderás
Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.
Articulate use cases for how Salesforce can provide value to sales teams.
Navigate Trailhead, the official learning platform of Salesforce.
Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud.
Habilidades que obtendrás
- CRM
- Sales Operations
- Sales
- Salesforce Sales Cloud
- Salesforce
Fechas lÃmite flexibles
Restablece las fechas lÃmite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100Â % en lÃnea
Comienza de inmediato y aprende a tu propio ritmo.
Nivel principiante
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
Aprox. 22 horas para completar
Inglés (English)
SubtÃtulos: Inglés (English)
ofrecido por
Personal de ventas
Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers.
Pathstream
Pathstream partners with leading technology companies to build branded digital skills career programs delivered through college and university partnerships. Our programs are for anyone who wants to learn the digital skills needed to succeed in the modern economy.
Programa - Qué aprenderás en este curso
7 horas para completar
Salesforce for Business
Welcome to Sales and CRM Overview, the first course of the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the first step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about what Customer Relationship Management (CRM) systems are and what they're used for. You will discover what Salesforce is and how it is used across industries and teams. You will also learn about what a sales ops specialist does and why Salesforce is such a critical part of their job. Let's get started!
7 horas para completar
6 videos (Total 20 minutos), 16 lecturas, 4 cuestionarios
5 horas para completar
The Sales Process
Welcome to the second week of Sales and CRM Overview! This week is all about sales and the sales process. By the end of this week, you will be able to distinguish between two major types of sales: B2C and B2B, identify each step of the sales process and explain their importance, explain how the sales process might differ across different companies, and distinguish between the different roles on a sales team. Remember, this is critical information not only for the sales ops specialist role, but for any entry level sales job. Let's get started!
5 horas para completar
4 videos (Total 10 minutos), 12 lecturas, 4 cuestionarios
4 horas para completar
Data that Matters in CRM
Welcome to the third week of Sales and CRM Overview! This week is all about Data that matters in CRM. By the end of this week, you will be able to describe the function of a database in the context of CRM, discuss the importance of tracking data and data hygiene in CRM, identify the benefits and challenges of using sticky notes and spreadsheets as CRM tools, and summarize some of the advantages that Salesforce offers as a CRM. Remember, Salesforce is essentially a database. And having a clear understanding of what high quality data is, and why it’s so important, is critical to not only the sales ops specialist role, but any entry level sales job. So without further ado, let’s get started!
4 horas para completar
2 videos (Total 4 minutos), 9 lecturas, 3 cuestionarios
7 horas para completar
The Sales Cloud
Welcome to Week 4 — the final week of Sales and CRM Overview! You’ve done a great job making it this far, so first of all, take a moment to appreciate your effort. But there’s still work to be done so let’s stay focused and make sure we finish strong. This week you will have the chance to enter Trailhead, Salesforce official learning platform, enabling you to navigate and explore some of the features of the Salesforce Sales Cloud. By the end of this week, you will be able to create and set up a Trailhead account, identify key components of the Trailhead learning experience, set up a Trailhead Playground, and describe the key functionalities of the Sales Cloud CRM that helps support a business’s growth. The finish line for this course is in sight for you. Let’s run through it!
7 horas para completar
6 videos (Total 17 minutos), 16 lecturas, 5 cuestionarios
Reseñas
- 5 stars76,43Â %
- 4 stars16,24Â %
- 3 stars3,20Â %
- 2 stars0,45Â %
- 1 star3,66Â %
Principales reseñas sobre SALES AND CRM OVERVIEW
por ST14 de sep. de 2021
Can improve on giving some additional tasks to get a hands-on experience with the tool
por AB5 de jul. de 2022
Great to learn under Antony Jones our pathstream instructor.It was good experience with Salesforce and CRM
por FI18 de ene. de 2022
This is very good course for anyone who wishes to go into sales. The materials in this course are top notch.
por AW20 de sep. de 2022
A good way to get started in understanding the culture of Salesforce, the many uses of the software, and the vernacular related to both the software and sales.
Acerca de Certificado profesional de Operaciones de venta de Salesforce
The Salesforce economy will create more than $1 trillion in new revenue and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce's official learning platform — this certificate 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. This certificate is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. Through four courses, you will learn the fundamentals of CRM, how to manage leads in Salesforce, how to manage opportunities in Salesforce, how to use Salesforce to ensure customer success, and how to effectively leverage Salesforce data through reports and dashboards.
Preguntas Frecuentes
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