The third course in the Salesforce Sales Operations Professional Certificate, Opportunity 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 opportunities and close sales deals in a real world business setting.
Este curso forma parte de Certificado profesional de Operaciones de venta de Salesforce
2551 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 límite flexibles
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Certificado para compartir
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100 % en línea
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Curso 3 de 4 en
Nivel principiante
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
Aprox. 30 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
Qué aprenderás
Describe what sales activities an account executive is typically responsible for and how a sales operations specialist would support them.
Demonstrate an in-depth knowledge of how sales teams progress opportunities through the sales pipeline and close deals in Salesforce.
Demonstrate proficiency using Salesforce Sales Cloud Lightning by managing accounts, opportunities, products, quotes, and contracts.
Habilidades que obtendrás
- CRM
- Opportunity Management
- Sales Operations
- Salesforce Lightning
- Salesforce
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 3 de 4 en
Nivel principiante
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
Aprox. 30 horas para completar
Inglés (English)
Subtítulos: 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
Supporting Account Executives
Welcome to Opportunity Management in Salesforce, the third course in the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about the handoff of qualified leads (i.e., prospects) from SDRs to account executives, and how Salesforce Chatter can help ensure that they stay on the same page during this process. You'll also learn more about the account executive role on a sales team, how you can support them as a sales ops specialist, and you'll dive into the sales pipeline to fully understand what opportunity management entails. Let's get started!
7 horas para completar
7 videos (Total 22 minutos), 18 lecturas, 3 cuestionarios
6 horas para completar
Working with Opportunities in Salesforce
Welcome to the second week of Opportunity Management in Salesforce! Last week, you gained the conceptual foundation you need to understand the role of the account executive and how they work to progress prospects through each stage of the sales pipeline en route to closing the deal. Now, this week, you are going to work hands on with opportunity management tools in Salesforce that you can leverage to empower AEs to do their jobs as effectively and efficiently as possible. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.
6 horas para completar
1 video (Total 2 minutos), 10 lecturas, 4 cuestionarios
9 horas para completar
Using Products, Price Books, and Quotes in the Sales Process
Welcome to the third week of Opportunity Management in Salesforce! This week, you will dive into working with Products, Price Books, and Quotes in Salesforce, and learn how these standard objects help account executives move potential sales deals closer to the finish line. Keep in mind that by learning these more advanced Salesforce skills, you are setting yourself apart as a very strong candidate not only for the sales ops specialist role, but for any entry level sales job.
9 horas para completar
1 video (Total 2 minutos), 15 lecturas, 8 cuestionarios
7 horas para completar
Contracts and Orders
Welcome to Week 4, the final week of Opportunity Management in Salesforce! You’ve done a great job making it this far, so take a moment to acknowledge and appreciate your effort. Learning opportunity management tools in Salesforce is tough — so congratulations on making it to this point! You’re putting in great work that’s going to have a big payoff. This week, you'll learn how to support AEs in the next stage of the sales process: closing deals. At this point, the sales team has put in a lot of effort into each and every opportunity, so it's important that you learn the skills and practices that will help ensure that the sales team actually wins those deals. Keep in mind that winning a deal means a prospect has signed a contract and has become a paying customer with your company. And remember, your number one goal as a sales ops specialist is to help a sales team win deals as efficiently and consistently as possible.
7 horas para completar
3 videos (Total 5 minutos), 12 lecturas, 4 cuestionarios
Reseñas
- 5 stars79,31 %
- 4 stars18,96 %
- 3 stars1,72 %
Principales reseñas sobre OPPORTUNITY MANAGEMENT IN SALESFORCE
por AM3 de jul. de 2022
Nice course for beginners who had never worked on the Salesforce platform.
por GP20 de sep. de 2021
This was an amazing course with detailed tutorials and highly recommended
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.
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