Sales and CRM Overview
3.0 /5- Offered byCoursera
Sales and CRM Overview at Coursera Overview
Duration | 21 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Difficulty level | Beginner |
Official Website | Explore Free Course  |
Credential | Certificate |
Sales and CRM Overview at Coursera Highlights
- Shareable Certificate Earn a Certificate upon completion
- 100% online Start instantly and learn at your own schedule.
- Course 1 of 4 in the Salesforce Sales Operations
- Flexible deadlines Reset deadlines in accordance to your schedule.
- Beginner Level This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
- Approx. 21 hours to complete
- English Subtitles: English
Sales and CRM Overview at Coursera Course details
- 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.
- This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business?s growth.
- This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in Salesforce.
Sales and CRM Overview at Coursera Curriculum
Salesforce for Business
Welcome to the Professional Certificate!
The Sales Operations Specialist Role
Welcome to the Course
Welcome to Week 1
Challenges Business Face
Who Uses Salesforce
What is Pathstream?
Additional Careers in Salesforce
A Brief History of Salesforce
Sales and CRM Overview Course Syllabus
How to Be Successful in the Course
How to Use Discussion Forums
Get to Know Your Classmates
The What and Why of CRM
Tracking Customer Relationship Information for Businesses
Difficult Challenges Require Elegant Solutions
Review of the Sales Ops Specialist Role
Salesforce 101
The Flexibility of Salesforce
What Types of Businesses Use Salesforce?
Intro to Salesforce Essentials
Week 1 Recap
Careers in Salesforce
What is CRM?
Flexibility of Salesforce
Salesforce for Business
The Sales Process
Welcome to Week 2
B2C vs. B2B Sales: Differences and Similarities
Review of the Sales Process
Sales Process Examples
The Sales Process & Why It Matters
Sales 101: What Are We Selling?
Different Sales Models
An Organized Approach to Selling
Stage 1: Prospecting
Stage 2: Qualifying
Stage 3 & 4: Presenting & Closing
Stage 5: Customer Success
The Sales Process & CRMs
How Does the Sales Process Vary Based on Company and Products?
How Are Sales Teams Organized?
Week 2 Recap
Types of Sales
The Steps of the Sales Process
Roles on a Sales Team
The Sales Process
Data that Matters in CRM
Welcome to Week 3
Databases and Data Hygiene
Data That Matters
Tracking Sales Data Using CRM
The Importance of Data Hygiene
The Cost of Bad Data
CRMs: Moving from Simple to Complex
Sticky Notes as a CRM
Spreadsheets as a CRM
Intro to Salesforce as a CRM
Week 3 Recap
Tracking and Maintaining Sales Data
Types of CRMs
CRM for the Sales Operations Specialist
The Sales Cloud
Welcome to Week 4
Salesforce Updates and Customization
Structure of a Resume
Resume Best Practices
Course Recap
Congratulations!
Salesforce & Why It Matters
Trailhead Overview
Set Up Your Trailhead Account
Trailhead Basics
Trailhead Playgrounds
A Note about Software Updates
Salesforce CRM
Sales Cloud Basics
Week 4 Recap
Career Support Information
Preparing for the Job Search
Why Resumes Matter
Preparing Your Resume
Want to Become a Salesforce Administrator?
Trailhead Playground
Sales Cloud CRM
Sales and CRM Overview at Coursera Admission Process
Important Dates
Other courses offered by Coursera
Sales and CRM Overview at Coursera Students Ratings & Reviews
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