Lead Management in Salesforce
- Offered byCoursera
Lead Management in Salesforce at Coursera Overview
Duration | 32 hours |
Total fee | Free |
Mode of learning | Online |
Difficulty level | Beginner |
Official Website | Explore Free Course |
Credential | Certificate |
Lead Management in Salesforce at Coursera Highlights
- Shareable Certificate Earn a Certificate upon completion
- 100% online Start instantly and learn at your own schedule.
- Course 2 of 4 in the Salesforce Sales Operations
- Flexible deadlines Reset deadlines in accordance to your schedule.
- Beginner Level It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
- Approx. 32 hours to complete
- English Subtitles: English
Lead Management in Salesforce at Coursera Course details
- The second course in the Salesforce Sales Operations Professional Certificate, Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting.
- This second course will give you a foundational understanding of how to help sales and marketing teams optimize the lead management process. Specifically, this course shows how a sales operations specialist would support a marketing associate and sales development representative to make the lead management more effective and efficient. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. These are crucial skills for anyone interested in entry level sales jobs.
- For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course ? however, it might require some additional work on your part.
- By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!
Lead Management in Salesforce at Coursera Curriculum
Importing Data and Working with Leads
Introduction to the Course
The Sales Operations Specialist Role
Week 1 Introduction
The Everyday Tasks of a Marketing Associate
Salesforce Updates and Customization
What is Pathstream?
Additional Careers in Salesforce
Lead Management in Salesforce Course Syllabus
How to Be Successful in this Course
How to Use Discussion Forums
Get to Know Your Classmates
Why Importing Data and Working With Leads Matter
Sales Process Review
Marketing Associate Overview
Video Recap
How Does Salesforce Support a Marketing Associate's Responsibilities?
Using Salesforce to Organize Lead Data
Database Tables
Objects, Fields and Records in Salesforce
Create a Trailhead Account and Playground
A Note About Software Updates
Guided Project Navigation Tips
Salesforce Review
Week 1 Recap
The Role of a Marketing Associate
Saleforce for the Marketing Associate
Managing Leads in Salesforce
Organizing Leads, Campaigns, and Tasks
Week 2 Introduction
Why Organizing Leads, Campaigns and Tasks Matters
Why is it Important to Have All Your Data in One Place?
Guided Project Pre-Reading
Salesforce Review
Understanding Campaigns
Guided Project Pre-Reading
Salesforce Review
Week 2 Recap
Project Summary and Requirements
Set Up Your Developer Edition Org and Connect to Trailhead
Project Instructions
Organizing Lead Data Using Salesforce
Campaigns in Salesforce
Working with Campaigns in Salesforce
Managing and Qualifying Leads
Week 3 Introduction
The Everyday Tasks of an SDR
What Can SDRs Use Salesforce For?
Why Managing and Qualifying Leads Matter
Sales Development Representative (SDR) Review
Leads vs. Prospects
Video Recap
But How do SDRs Actually Generate and Qualify Leads?
How Does Salesforce Support an SDR's Work?
Why is Using Salesforce So Important for SDR?
Guided Project Pre-Reading
Salesforce Review
Guided Project Pre-Reading
Salesforce Review
Week 3 Recap
The Life of an SDR
Salesforce for SDRs
Logging Communications and Actions
Tracking Leads in Salesforce
Managing and Qualifying Leads
Enhancing Sales Productivity and Converting Leads
Week 4 Introduction
Lead Conversion
Course Recap
Congratulations!
Why Enhancing Sales Productivity Matters
Guided Project Pre-Reading
Salesforce Review
Sales Productivity
Why Lead Conversion Matters
Handing Off Prospects
Lead Conversion Overview
What Happens in Conversion?
Guided Project Pre-Reading
Salesforce Review
Week 4 Recap
Project Summary and Requirements
Project Instructions
Career Support Information
Preparing for the Job Search
Craft Your Personal Story
Want to Become a Salesforce Administrator?
Enhancing Email with Salesforce
Boosting Sales Productivity in Salesforce
Converting Leads
Enhancing Sales Productivity and Converting Leads