Salesforce Gross sales Operations Skilled Certificates

WHAT YOU WILL LEARN

• Construct stories, charts and dashboards in Salesforce to speak related details about gross sales efficiency to stakeholders and executives.

• Use Salesforce Gross sales Cloud Lightning to handle accounts, alternatives, merchandise, quotes, and contracts.

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

   

• Articulate use circumstances for a way Salesforce can present worth to gross sales groups.

   

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SKILLS YOU WILL GAIN

• CRM
• Gross sales Operations
• Salesforce Lightning
• Gross sales
• Salesforce
• Salesforce Gross sales Cloud
• Lead Administration
• Alternative Administration
• Stories and Dashboards
• Buyer Success

About this Skilled Certificates

The Salesforce economic system will create greater than $1 trillion in new income and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce’s official studying platform — this certificates goals to show you the foundational abilities in Salesforce that may put together you for quite a lot of entry-level gross sales roles, together with the gross sales operations specialist place. This certificates is designed for freshmen. No earlier expertise in Salesforce, gross sales, or CRM is critical to achieve success. Via 4 programs, you’ll study the basics of CRM, the right way to handle leads in Salesforce, the right way to handle alternatives in Salesforce, the right way to use Salesforce to make sure buyer success, and the right way to successfully leverage Salesforce information by way of stories and dashboards.

Utilized Studying Venture

Learners will work hands-on in Salesforce to unravel actual world enterprise issues for a fictional social media firm. All through the certificates, learners will construct a portfolio highlighting use circumstances the place they leverage instruments within the Salesforce Gross sales Cloud and Service Cloud to make the work of a gross sales group extra environment friendly and efficient through the gross sales course of. Adopting the function of a gross sales operations specialist, learners will display the right way to optimize the work of promoting associates, gross sales growth representatives, account executives, and gross sales managers.