This course is the first step to mastering the foundational skills in Salesforce, essential for various entry-level sales roles. It is designed to equip beginners with the knowledge necessary to understand the sales process, Customer Relationship Management (CRM) systems, and the key functionalities of the Salesforce Sales Cloud.
The course entails a comprehensive overview of Salesforce's main products, their use cases, and the value they bring to sales teams. Throughout the learning journey, students will gain a working knowledge of the basics of the Salesforce Sales Cloud and learn how to navigate Trailhead, the official learning platform of Salesforce.
Enrolling in this course ensures that beginners without prior experience in Salesforce, sales, or CRM can develop the foundational expertise needed to advance to more advanced Salesforce tools and pursue a career in this field.
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Sales and CRM Overview consists of four modules that cover topics such as Salesforce for Business, the Sales Process, Data that Matters in CRM, and the Sales Cloud. Students will gain a comprehensive understanding of essential concepts and skills in Salesforce to prepare for entry-level sales roles.
Welcome to the Professional Certificate! This module provides an introduction to the course and the Sales Operations Specialist role. It covers the challenges businesses face and offers insights into the history of Salesforce. Additionally, students will explore the fundamentals of CRM and Salesforce's flexibility.
Module 2, "The Sales Process," delves into the stages and importance of the sales process, different sales models, and the role of CRM in the sales process. Students will also learn about the organization of sales teams and various sales processes.
Module 3, "Data that Matters in CRM," focuses on databases, data hygiene, and tracking sales data using CRM. It covers the importance of data hygiene and various types of CRMs, emphasizing the significance of accurate and clean data for effective customer relationship management.
Module 4, "The Sales Cloud," introduces students to Salesforce updates, customization, and Trailhead, the official learning platform of Salesforce. It also provides insights into the structure of a resume and prepares students for their learning journey and potential job search in the Salesforce domain.
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