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Salesforce Sales Operations
Coursera
Professional Certificate
Unknown

Salesforce Sales Operations

Salesforce

Learn foundational Salesforce sales operations skills including reporting and dashboard creation for effective sales management.

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About this Course

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

What You'll Learn

  • Build reports and dashboards in Salesforce to communicate sales performance
  • Manage accounts, opportunities, and contracts using Salesforce Sales Cloud
  • Learn CRM fundamentals and customer success management
  • Leverage Salesforce data effectively through reports and analytics

Prerequisites

  • No deep prior experience required
  • Basic computer and internet skills helpful
  • Ability to read English instructions and complete short activities

Instructors

T

Trailhead

Online Learning Platform

A

Anthony Jones

Learning Experience Design Manager

A

Angela Prakash

Learning Experience Design Manager

Topics

Business Essentials
Business
Business Strategy
B2B Sales
Campaign Management
Closing (Sales)
Customer Relationship Management
Customer Relationship Management (CRM) Software
Customer Success Management
Dashboard

Course Info

PlatformCoursera
LevelUnknown
PacingUnknown
PriceFree

Skills

أساسيات الأعمال
استراتيجية الأعمال
مبيعات B2B
إدارة الحملات
إغلاق المبيعات
إدارة علاقات العملاء
برمجيات CRM
أعمال تجارية
Customer Success Management
Dashboard

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