Opportunity Management in Salesforce
- Offered byCoursera
Opportunity Management in Salesforce at Coursera Overview
Duration | 29 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Difficulty level | Beginner |
Official Website | Explore Free Course  |
Credential | Certificate |
Opportunity Management in Salesforce at Coursera Highlights
- Shareable Certificate Earn a Certificate upon completion
- 100% online Start instantly and learn at your own schedule.
- Course 3 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. 29 hours to complete
- English Subtitles: English
Opportunity Management in Salesforce at Coursera Course details
- The third course in the Salesforce Sales Operations Professional Certificate, Opportunity 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 opportunities and close sales deals in a real world business setting.
- This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce 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!
Opportunity Management in Salesforce at Coursera Curriculum
Supporting Account Executives
Introduction to the Course
The Sales Operations Specialist Role
Salesforce Updates and Customization
Week 1 Introduction
The Everyday Tasks of an Account Executive
Salesforce Opportunity Stages
Sales Pipeline Management
What is Pathstream?
Additional Careers in Salesforce
Opportunity Management in Salesforce Syllabus
How to Be Successful in this Course
How to Use Discussion Forums
Get to Know Your Classmates
A Note on Using Salesforce in this Course
Create a Trailhead Account and Playground
A Note About Software Updates
Why Collaborating with Chatter Matters
Chatter for Lightning Experience
The Account Executive as a Salesforce Business User
The Handoff Between SDRs and Account Executives
Account Executives and the Sales Process
The Sales Process and Opportunity Stages
The Sales Pipeline
Week 1 Recap
Responsibilities of an Account Executive
Salesforce for Account Executives
Working with Opportunities in Salesforce
Week 2 Introduction
Why Working With Opportunities Matters
Leads & Opportunities for Lightning Experience
Review the Opportunity Stages
Guided Project Pre-Reading
Salesforce Review
Week 2 Recap
Project Summary and Requirements
Set Up Your Developer Edition Org and Connect to Trailhead
What If I Didn't Complete the Independent Project in the Previous Course?
Project Instructions
Creating Opportunities and Tracking Deals
Updating and Progressing Opportunities
Salesforce Opportunities for the Sales Operations Specialist
Using Products, Price Books, and Quotes in the Sales Process
Week 3 Introduction
Why Using Products, Price Books, and Quotes in the Sales Process Matters
Refresher: Account Executives and Salesforce
Tools to Support Account Executives
How Products and Price Books Interact
Guided Project Pre-Reading
Salesforce Review
Relating Price Books to Opportunities
Guided Project Pre-Reading
Salesforce Review
Why Using Quotes in the Sales Process Matters
Overview of Quotes in the Sales Process
Quote Statuses
Guided Project Pre-Reading
Salesforce Review
Week 3 Recap
Salesforce Tools for Account Executives
Products and Price Books
Products, Price Books, and Opportunities
Using Quotes
Using Products, Price Books, and Quotes in the Sales Process
Contracts and Orders
Week 4 Introduction
Course Recap
Congratulations!
Why Contracts and Orders Matter
Overview of Closing a Deal
Salesforce Contracts and Orders
Guided Project Pre-Reading
Salesforce Review
Week 4 Recap
Project Summary and Requirements
Project Instructions
Career Support Information
Preparing for the Job Search
Tips for Creating a LinkedIn Profile
Want to Become a Salesforce Administrator?
Closing the Deal
Contracts and Orders
Salesforce Tools for Account Executives
Opportunity Management in Salesforce at Coursera Admission Process
Important Dates
Other courses offered by Coursera
Student Forum
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