Gross sales and CRM Overview

About this Course

This course is the primary of a collection that goals to show you the foundational abilities in Salesforce that can put together you for a wide range of entry-level gross sales roles, together with the gross sales operations specialist place.

This course is designed for freshmen. No earlier expertise in Salesforce, gross sales, or CRM is critical to achieve success. On this course, you can be launched to important ideas like the basics of the gross sales course of. You’ll additionally study what Buyer Relationship Administration (CRM) programs are and what they’re used for, you’ll dive into Salesforce’s foremost merchandise and their use instances, and you’ll acquire a working data of the important thing functionalities of the Salesforce Gross sales Cloud that assist help a enterprise’s development. This course is step one in your studying journey with Salesforce. It should give you the inspiration it’s essential go into depth with extra superior Salesforce instruments taught later within the certificates, and finally launch your new profession. Please word that if you have already got background data in gross sales and CRM, or if you wish to dive instantly into content material that goes into extra depth with Salesforce, it’s endorsed that you simply begin with Course 2 on this certificates: Lead Administration in Salesforce.

WHAT YOU WILL LEARN

• Clarify how CRM works within the context of gross sales, advertising, and customer support in fashionable companies.

   

• Articulate use instances for the way Salesforce can present worth to gross sales groups.

   

• Navigate Trailhead, the official studying platform of Salesforce.

   

• Show a working data of the fundamentals of the Salesforce Gross sales Cloud.

   

SKILLS YOU WILL GAIN

• CRM
• Gross sales Operations
• Gross sales
• Salesforce Gross sales Cloud
• Salesforce

Syllabus – What you’ll study from this course

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WEEK

1

7 hours to finish

Salesforce for Enterprise

Welcome to Gross sales and CRM Overview, the primary course of the Salesforce Gross sales Operations Skilled Certificates! By enrolling on this course, you take step one to kickstarting your profession in Salesforce. Within the first week of the course, you’ll study extra about what Buyer Relationship Administration (CRM) programs are and what they’re used for. You’ll uncover what Salesforce is and the way it’s used throughout industries and groups. Additionally, you will study what a gross sales ops specialist does and why Salesforce is such a crucial a part of their job. Let’s get began!

WEEK

2

5 hours to finish

The Gross sales Course of

Welcome to the second week of Gross sales and CRM Overview! This week is all about gross sales and the gross sales course of. By the top of this week, it is possible for you to to tell apart between two main forms of gross sales: B2C and B2B, establish every step of the gross sales course of and clarify their significance, clarify how the gross sales course of would possibly differ throughout totally different corporations, and distinguish between the totally different roles on a gross sales crew. Bear in mind, that is crucial data not just for the gross sales ops specialist function, however for any entry stage gross sales job. Let’s get began!

WEEK

3

4 hours to finish

Information that Issues in CRM

Welcome to the third week of Gross sales and CRM Overview! This week is all about Information that issues in CRM. By the top of this week, it is possible for you to to explain the perform of a database within the context of CRM, focus on the significance of monitoring information and information hygiene in CRM, establish the advantages and challenges of utilizing sticky notes and spreadsheets as CRM instruments, and summarize a few of the benefits that Salesforce provides as a CRM. Bear in mind, Salesforce is actually a database. And having a transparent understanding of what prime quality information is, and why it’s so necessary, is crucial to not solely the gross sales ops specialist function, however any entry stage gross sales job. So with out additional ado, let’s get began!

WEEK

4

7 hours to finish

The Gross sales Cloud

Welcome to Week 4 — the ultimate week of Gross sales and CRM Overview! You’ve performed an excellent job making it this far, so to start with, take a second to understand your effort. However there’s nonetheless work to be performed so let’s keep centered and ensure we end robust. This week you’ll have the prospect to enter Trailhead, Salesforce official studying platform, enabling you to navigate and discover a few of the options of the Salesforce Gross sales Cloud. By the top of this week, it is possible for you to to create and arrange a Trailhead account, establish key parts of the Trailhead studying expertise, arrange a Trailhead Playground, and describe the important thing functionalities of the Gross sales Cloud CRM that helps help a enterprise’s development. The end line for this course is in sight for you. Let’s run by way of it!