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Reports, Dashboards, and Customer Success in Salesforce
Coursera
Course
Unknown

Reports, Dashboards, and Customer Success in Salesforce

Salesforce

Learn to create reports and dashboards in Salesforce to enhance customer service and improve sales team performance.

Unknown4 weeksEnglish

About this Course

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 admin

What You'll Learn

  • Perform service/support agent tasks using Salesforce Case Management and Knowledge features
  • Identify the value of Sales Cloud reports in tracking and improving sales processes
  • Build reports and dashboards to communicate sales performance effectively

Instructors

A

Angela Prakash

A

Anthony Jones

Topics

Sales Management
Customer Success Management
Dashboard
Sales Operations
Data-Driven Decision-Making
Customer Support
Sales Process
Business Reporting
Data Visualization
Customer Service

Course Info

PlatformCoursera
LevelUnknown
PacingUnknown
PriceFree

Skills

إدارة المبيعات
إدارة نجاح العملاء
لوحات المعلومات
عمليات المبيعات
اتخاذ القرار المعتمد على البيانات
دعم العملاء
عملية المبيعات
التقارير التجارية
Data Visualization
Customer Service

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