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Operaciones de ventas de Salesforce

Anthony Jones, Trailhead, and Angela Prakash

The Salesforce economy will create more than $1 trillion in new revenue and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce's official learning platform — this certificate 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 certificate is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. Through four courses, you will learn the fundamentals of CRM, how to manage leads in Salesforce, how to manage opportunities in Salesforce, how to use Salesforce to ensure customer success, and how to effectively leverage Salesforce data through reports and dashboards.

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What's inside

Four courses

Resumen de ventas y CRM

(0 hours)

Este curso, primero de una serie, le enseñará las habilidades básicas de Salesforce para prepararle para puestos de ventas de nivel inicial, como especialista en operaciones de ventas.

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Administración de clientes potenciales en Salesforce

(0 hours)

El segundo curso del certificado profesional de operaciones de ventas de Salesforce, administración de clientes potenciales en Salesforce, está dirigido a todos aquellos que sientan curiosidad por las funciones de ventas de nivel básico que requieren conocimientos básicos de Salesforce, la función de especialista en operaciones de ventas en concreto y cómo utilizar las herramientas de Salesforce para administrar clientes potenciales en un entorno empresarial real.

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Administración de oportunidades en Salesforce

(0 hours)

El tercer curso del certificado profesional de operaciones de ventas de Salesforce, Administración de oportunidades en Salesforce, es para cualquier persona que tenga curiosidad sobre los roles de ventas de nivel de entrada que requieren habilidades básicas en Salesforce, específicamente el rol de especialista en operaciones de ventas, y cómo usar las herramientas de Salesforce para administrar oportunidades y cerrar tratos de ventas en un entorno comercial del mundo real.

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Informes, paneles y éxito del cliente en Salesforce

(0 hours)

El cuarto curso en el Certificado profesional de operaciones de ventas de Salesforce profundiza cómo un especialista en operaciones de ventas utilizaría Service Cloud de Salesforce para ayudar a una variedad de diferentes necesidades del servicio al cliente.

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Learning objectives

Build reports, charts and dashboards in salesforce to communicate relevant information about sales performance to stakeholders and executives.

Use salesforce sales cloud lightning to manage accounts, opportunities, products, quotes, and contracts.

Build reports, charts and dashboards in salesforce to communicate relevant information about sales performance to stakeholders and executives.
Use salesforce sales cloud lightning to manage accounts, opportunities, products, quotes, and contracts.

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Time

1 hours

Level

Introductory

Via

Coursera

Institutions

Salesforce

Pathstream

Instructors

Anthony Jones

Trailhead

Angela Prakash

Level

Introductory

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