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.
提供方
Salesforce
Pathstream
Salesforce 销售运营 專業證書Salesforce課程信息
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第 1 門課程（共 4 門）
初級
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
完成時間大約為21 小時
英語（English）
字幕：英語（English）
您將學到的內容有
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.
您將獲得的技能
- CRM
- Sales Operations
- Sales
- Salesforce Sales Cloud
- Salesforce
可靈活調整截止日期
根據您的日程表重置截止日期。
可分享的證書
完成後獲得證書
100% 在線
立即開始，按照自己的計劃學習。
第 1 門課程（共 4 門）
初級
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
完成時間大約為21 小時
英語（English）
字幕：英語（English）
提供方
Salesforce
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.
Pathstream
Pathstream partners with leading technology companies to build branded digital skills career programs delivered through college and university partnerships. Our programs are for anyone who wants to learn the digital skills needed to succeed in the modern economy.
授課大綱 - 您將從這門課程中學到什麼
完成時間為 6 小時
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!
完成時間為 6 小時
6 個視頻 （總計 20 分鐘）, 16 個閱讀材料, 4 個測驗
完成時間為 4 小時
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!
完成時間為 4 小時
4 個視頻 （總計 10 分鐘）, 12 個閱讀材料, 4 個測驗
完成時間為 4 小時
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!
完成時間為 4 小時
2 個視頻 （總計 4 分鐘）, 9 個閱讀材料, 3 個測驗
完成時間為 7 小時
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!
完成時間為 7 小時
6 個視頻 （總計 17 分鐘）, 16 個閱讀材料, 5 個測驗
審閱
來自SALES AND CRM OVERVIEW的熱門評論
由 TO 提供2021年5月31日
I really liked this course , especially the program and the partnership with Trailblaze , i wish other specializations were like this one
由 JM 提供2021年8月15日
Good overview, good insight into Salesforce, Salesforce cloud and CRMs in general. Program was slow to respond to input at times.
由 RT 提供2021年6月13日
This course enabled me to know more about the CRM and to discover that it can also be useful in financial service.
由 RD 提供2022年1月19日
it was good, learned a lotsof things as a beginner. Trailhead should make more interactive videos with salesforce.
關於 Salesforce 销售运营 專業證書
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.
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