Sales and CRM Overview
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.
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.
Syllabus
Syllabus - What you will learn from this course
Week 1
Salesforce for Business
Week 2
The Sales Process
Week 3
Data that Matters in CRM
Week 4
The Sales Cloud
FAQ
When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
Reviews
Very good and clear introduction to Salesforce. Up to date materials. Well designed and engaging.
It was great learning and I recommend this course to every beginner who is willing to start his journey in sales
This is very good course for anyone who wishes to go into sales. The materials in this course are top notch.
it was good, learned a lotsof things as a beginner. Trailhead should make more interactive videos with salesforce.
