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Lead Management in Salesforce 

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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 External Link Icon

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
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Details Icon

Lead Management in Salesforce
 at 
Coursera 
Course details

More about this course
  • 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!
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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

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Lead Management in Salesforce
 at 
Coursera 

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