Este curso forma parte de Certificado profesional de Operaciones de venta de Salesforce

4.6
estrellas
561 calificaciones

96 %

Trailhead +2 instructores más

30.734 ya inscrito

Ofrecido Por

Personal de ventas

Pathstream

Certificado profesional de Operaciones de venta de SalesforcePersonal de ventas

Acerca de este Curso

139.459 vistas recientes

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. 
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth.

This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in 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.

Laboratorios de Coursera

Incluye proyectos de aprendizaje prácticos.

Obtén más información sobre los laboratorios de Coursera

Curso 1 de 4 en

Certificado profesional de Operaciones de venta de Salesforce

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)

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 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.

Laboratorios de Coursera

Incluye proyectos de aprendizaje prácticos.

Obtén más información sobre los laboratorios de Coursera

Curso 1 de 4 en

Certificado profesional de Operaciones de venta de Salesforce

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)

Instructores

Calificación del instructor

4,76/5 (220 calificaciones)

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.

Trailhead is Salesforce’s free online learning platform that empowers anyone to skill up for the future. Trailhead reduces barriers to entry for all - regardless of gender, ethnicity, education level or socioeconomic background - to join the workforce of the future with access to over 800 badges covering business, tech, Salesforce and soft skills. More than 2 million learners today are skilling up and earning resume-worthy credentials on Trailhead, all while discovering new career opportunities and connecting with the vibrant Trailblazer Community. To learn more visit Trailhead.salesforce.com

Pathstream

Programa - Qué aprenderás en este curso

Calificación del contenido96%(14,118 calificaciones)

Semana1

Semana 1

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

6 videos

Welcome to the Professional Certificate!4mThe Sales Operations Specialist Role3mWelcome to the Course1mWelcome to Week 11mChallenges Business Face4mWho Uses Salesforce3m

16 lecturas

What is Pathstream?10mAdditional Careers in Salesforce10mA Brief History of Salesforce20mSales and CRM Overview Course Syllabus 15mHow to Be Successful in the Course 20mHow to Use Discussion Forums10mGet to Know Your Classmates10mThe What and Why of CRM10mTracking Customer Relationship Information for Businesses10mDifficult Challenges Require Elegant Solutions20mReview of the Sales Ops Specialist Role10mSalesforce 10110mThe Flexibility of Salesforce10mWhat Types of Businesses Use Salesforce?10mIntro to Salesforce Essentials5mWeek 1 Recap10m

4 ejercicios de práctica

Careers in Salesforce10mWhat is CRM?10mFlexibility of Salesforce10mSalesforce for Business 50m

Semana2

Semana 2

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 videos

Welcome to Week 22mB2C vs. B2B Sales: Differences and Similarities2mReview of the Sales Process2mSales Process Examples2m

12 lecturas

The Sales Process & Why It Matters10mSales 101: What Are We Selling?10mDifferent Sales Models10mAn Organized Approach to Selling10mStage 1: Prospecting20mStage 2: Qualifying20mStage 3 & 4: Presenting & Closing15mStage 5: Customer Success10mThe Sales Process & CRMs10mHow Does the Sales Process Vary Based on Company and Products?5mHow Are Sales Teams Organized? 10mWeek 2 Recap10m

4 ejercicios de práctica

Types of Sales15mThe Steps of the Sales Process15mRoles on a Sales Team15mThe Sales Process 50m

Semana3

Semana 3

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

2 videos

Welcome to Week 32mDatabases and Data Hygiene 1m

9 lecturas

Data That Matters10mTracking Sales Data Using CRM20mThe Importance of Data Hygiene15mThe Cost of Bad Data15mCRMs: Moving from Simple to Complex5mSticky Notes as a CRM10mSpreadsheets as a CRM15mIntro to Salesforce as a CRM5mWeek 3 Recap10m

3 ejercicios de práctica

Tracking and Maintaining Sales Data30mTypes of CRMs30mCRM for the Sales Operations Specialist45m

Semana4

Semana 4

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

6 videos

Welcome to Week 41mSalesforce Updates and Customization3mStructure of a Resume3mResume Best Practices4mCourse Recap2mCongratulations! 36s

16 lecturas

Salesforce & Why It Matters10mTrailhead Overview10mSet Up Your Trailhead Account20mTrailhead Basics20mTrailhead Playgrounds15mI Need Help Verifying My Badge5mA Note about Software Updates20mSalesforce CRM45mSales Cloud Basics45mI Need Help Verifying My Badge5mWeek 4 Recap10mCareer Support Information5mPreparing for the Job Search10mWhy Resumes Matter5mPreparing Your Resume30mWant to Become a Salesforce Administrator?15m

2 ejercicios de práctica

Trailhead Playground30mSales Cloud CRM30m

Reseñas

4.6

136 reseña

5 stars
76,80 %
4 stars
15,64 %
3 stars
3,16 %
2 stars
0,70 %
1 star
3,69 %

Principales reseñas sobre SALES AND CRM OVERVIEW

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 JP9 de nov. de 2022

This course help me to understand how sales process work in business and what is the importance of sales representative in sales processes.

por HR28 de jun. de 2022

This course was much more detailed then i thought, I learned so much, and look forward to the next phase.

por RT13 de jun. de 2021

This course enabled me to know more about the CRM and to discover that it can also be useful in financial service.

Ver todas las reseñas

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

¿Cuándo podré acceder a las lecciones y tareas?
El acceso a las clases y las asignaciones depende del tipo de inscripción que tengas. Si tomas un curso en modo de oyente, verás la mayoría de los materiales del curso en forma gratuita. Para acceder a asignaciones calificadas y obtener un certificado, deberás comprar la experiencia de Certificado, ya sea durante o después de participar como oyente. Si no ves la opción de oyente:
es posible que el curso no ofrezca la opción de participar como oyente. En cambio, puedes intentar con una Prueba gratis o postularte para recibir ayuda económica.
Es posible que el curso ofrezca la opción 'Curso completo, sin certificado'. Esta opción te permite ver todos los materiales del curso, enviar las evaluaciones requeridas y obtener una calificación final. También significa que no podrás comprar una experiencia de Certificado.
¿Qué recibiré si me suscribo a este Certificado?
Cuando te inscribes en un curso, obtienes acceso a todos los cursos del Certificado y te darán un certificado cuando completes el trabajo. Se añadirá tu Certificado electrónico a la página Logros. Desde allí, puedes imprimir tu Certificado o añadirlo a tu perfil de LinkedIn. Si solo quieres leer y visualizar el contenido del curso, puedes auditar el curso sin costo.
¿Cuál es la política de reembolsos?
Si estás suscrito, obtienes una prueba gratis de 7 días, que podrás cancelar cuando desees sin ningún tipo de penalidad. Una vez transcurrido ese tiempo, no realizamos reembolsos. No obstante, puedes cancelar tu suscripción cuando quieras. Consulta nuestra política completa de reembolsos.

¿Tienes más preguntas? Visita el Centro de Ayuda al Estudiante.

Sales and CRM Overview

Acerca de este Curso

Qué aprenderás

Habilidades que obtendrás

Instructores

Trailhead

Angela Prakash

Anthony Jones

Ofrecido por

Personal de ventas

Pathstream

Programa - Qué aprenderás en este curso

Salesforce for Business

The Sales Process

Data that Matters in CRM

The Sales Cloud

Reseñas

Principales reseñas sobre SALES AND CRM OVERVIEW

Acerca de Certificado profesional de Operaciones de venta de Salesforce

Preguntas Frecuentes

Aprende algo nuevo

Cursos populares de ciencia de los datos

Cursos populares de ciencias de la computación y TI

Cursos populares de negocios

Coursera

Comunidad

Más

Sales and CRM Overview

Acerca de este Curso

Qué aprenderás

Habilidades que obtendrás

Instructores

Trailhead

Angela Prakash

Anthony Jones

Ofrecido por

Personal de ventas

Pathstream

Programa - Qué aprenderás en este curso

Salesforce for Business

The Sales Process

Data that Matters in CRM

The Sales Cloud

Reseñas

Principales reseñas sobre SALES AND CRM OVERVIEW

Acerca de Certificado profesional de Operaciones de venta de Salesforce

Preguntas Frecuentes

Coursera Footer

Aprende algo nuevo

Cursos populares de ciencia de los datos

Cursos populares de ciencias de la computación y TI

Cursos populares de negocios

Coursera

Comunidad

Más