The Operaciones de ventas de Salesforce course, developed in partnership with Trailhead, equips beginners with foundational skills in Salesforce to pursue entry-level sales roles. Over four comprehensive courses, you will learn about CRM fundamentals, lead and opportunity management, customer success, and leveraging Salesforce data through reports and dashboards. Delve into the sales processes and best practices within Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts.
By the end of the course, you will be able to build reports, charts, and dashboards in Salesforce to communicate sales performance effectively to stakeholders and executives. This certificate is specifically designed for individuals with no prior experience in Salesforce, sales, or CRM, offering a valuable opportunity for career growth in the Salesforce economy.
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This course consists of four modules designed to provide a comprehensive understanding of Salesforce and its applications in sales processes. From CRM fundamentals to opportunity management and leveraging Salesforce data, each module equips learners with essential skills for entry-level sales roles.
Module 1: Resumen de ventas y CRM
Explore the functioning of CRM in the context of modern sales, marketing, and customer service. Understand how Salesforce can provide value to sales teams, navigate Trailhead, and demonstrate practical knowledge of Salesforce Sales Cloud basics.
Module 2: Administración de clientes potenciales en Salesforce
Gain in-depth knowledge of how sales teams work together during lead acquisition. Learn to differentiate between Salesforce objects, fields, and records, import data, and manage communication with contacts and lead qualification.
Module 3: Administración de oportunidades en Salesforce
Explore the responsibilities of sales executives and how sales operations specialists support sales activities. Learn to progress opportunities through the sales process, demonstrating competence in Salesforce Sales Cloud Lightning by managing accounts, opportunities, products, quotes, and contracts.
Module 4: Informes, paneles y éxito del cliente en Salesforce
Understand service agent processes and utilize Case Management and Salesforce Knowledge in Service Cloud. Learn the value of using Sales Cloud to create reports for tracking, improving, and forecasting various aspects of the sales process. Develop skills to create reports, charts, and dashboards to communicate sales performance effectively to stakeholders and executives.
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