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Loren Crundwell, Richard Yang, Paige Caldwell, Luis Cazares, Jolyn Cafferata, Eric Bryan, Allie Kaiser, and Trailhead

Este es el curso 4 de la certificación profesional para representantes de desarrollo de ventas de Salesforce. Para completar con éxito el curso, asegúrate de haber realizado el curso 1, Bases para el éxito en el desarrollo de ventas; el curso 2, Fundamentos para entrevistar con confianza; y el curso 3, Manual de estrategias de ventas por conversación para SDR.

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Este es el curso 4 de la certificación profesional para representantes de desarrollo de ventas de Salesforce. Para completar con éxito el curso, asegúrate de haber realizado el curso 1, Bases para el éxito en el desarrollo de ventas; el curso 2, Fundamentos para entrevistar con confianza; y el curso 3, Manual de estrategias de ventas por conversación para SDR.

En este curso, podrás aprender a mejorar la productividad mediante la implementación de herramientas tecnológicas que agilizan el flujo de trabajo de los SDR. Conocerás los mejores programas de software de ventas que te ayudarán a lograr resultados óptimos en todo momento. Al finalizar el curso, obtendrás la confianza para formular estrategias de difusión eficaces con el fin de interactuar con clientes potenciales.

En el curso 4 de la certificación profesional para representantes de desarrollo de ventas de Salesforce, podrás adquirir las habilidades necesarias para promover tu carrera en el aspecto no técnico del sector de la tecnología.

Al finalizar el curso, podrás realizar lo siguiente:

- Evaluar y explorar la pila de tecnología, así como conocer las últimas herramientas tecnológicas que se utilizan en el sector de ventas de tecnología

- Comprender los principios básicos de las herramientas de gestión de las relaciones con el cliente (CRM) y cómo utilizarlas de forma eficaz como parte del flujo de trabajo

- Utilizar herramientas de inteligencia de ventas para buscar clientes potenciales y optimizar el flujo de trabajo

- Formular estrategias de difusión eficaces para interactuar con clientes potenciales

- Aplicar el poder de las redes sociales y los videos para encontrar clientes potenciales y conectarte con ellos

Para completar correctamente este curso, deberás tener lo siguiente:

- Capacidad para comunicarte de forma oral y escrita que pueda ser comprendida por un público general (no es necesario que muestres formalidad ni refinamiento)

- Conocimientos informáticos básicos (debes poder utilizar procesadores de texto, realizar búsquedas en Internet y manejar el correo electrónico)

- Familiaridad con las redes sociales, incluso LinkedIn

- Capacidad y predisposición para aprender nuevas herramientas de tecnología

- Motivación para crecer a nivel personal y profesional

- Buena predisposición para recibir comentarios y capacitación

- Los cursos anteriores de esta capacitación completados con éxito

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What's inside

Syllabus

Conceptos básicos de las herramientas tecnológicas para el desarrollo de ventas
Descubre cómo los vendedores de alto rendimiento aprovechan las herramientas tecnológicas, el ingenio y la solución creativa de problemas para generar resultados.
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Crea las bases para el flujo de trabajo con Salesforce
Conoce Salesforce, una herramienta fundamental para el desarrollo de ventas y para los profesionales del sector de la tecnológica.
Optimiza el flujo de trabajo con las herramientas de inteligencia de ventas
Obtén conocimientos prácticos sobre la inteligencia de ventas, el enriquecimiento de datos y las herramientas de análisis de llamadas.
Realiza estrategias, interacciones y seguimientos con las herramientas de captación de ventas
Aprende a aprovechar las herramientas de captación y genera estrategias de difusión eficaces.
Aprovecha las herramientas de búsqueda de clientes potenciales por redes sociales y videos
Descubre el poder de la difusión por redes sociales y videos para mejorar la conexión entre personas durante las ventas.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Desarrolla habilidades para mejorar la productividad, usar herramientas y tecnologías de manera efectiva en el flujo de trabajo de los SDR
Fortalece los conocimientos sobre estrategias de difusión, optimización del flujo de trabajo y búsqueda de clientes potenciales
Construye una base para el éxito en el desarrollo de ventas, proporcionando una comprensión de los conceptos fundamentales
Refuerza las habilidades de comunicación, gestión del tiempo y resolución de problemas
Enseña el uso de Salesforce, una herramienta esencial para los profesionales de ventas y tecnología

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Reviews summary

Salesforce certification course

This Salesforce certification course will help you boost your productivity by leveraging technology. It covers topics such as utilizing sales intelligence tools and social media for lead generation, and implementing effective outreach strategies. While one reviewer praised the comprehensive content and valuable sales insights, they expressed frustration with the lengthy grading process involving peer evaluations.
Teaches effective outreach strategies for lead generation.
Provides valuable sales knowledge and insights.
"Excelente, tengo 16 ños desempeñadome en el area comercial, y realize esta certificacion SDR con el fin de actualizar y mejorar mis habilidades de ventas en funcion a las nuevas tecnologias, realmente tienen conocimientos en ventas, el contenido es muy completo, y tinene exactamente lo que yo andaba buscando la actualizacion en herramientas para llevar las ventas a un nivel de alto desempeño."
Grading process can be slow due to peer evaluations.
"LO UNICO QUE NO ME GUSTO ES TODO EL TIEMPO QUE DEMORA LA CALIFICACION DE LAS ACTIVIDADES, LAS CUALES DEBEN SER CALIFICADAS POR OTROS COMPAÑEROS QUE TAMBIEN SE ENCUENTRAN REALIZANDO ESTA CERTIFICACION , ESTOY CASI POR TERMINAR LA CERTIFICACION Y AUN NO CORRIGEN MIS EVALUACIONES."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Impulsa la productividad mediante la pila de tecnología with these activities:
Review Salesforce
Quickly run through the basic concepts of Salesforce to prepare for the course
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  • Review the basic concepts of Salesforce, including objects, fields, and relationships.
  • Create a few sample records in Salesforce to get a feel for the platform.
Volunteer with a non-profit organization that uses Salesforce
Gain practical experience and contribute to a good cause by volunteering with a non-profit organization that uses Salesforce.
Browse courses on Salesforce
Show steps
  • Research non-profit organizations that use Salesforce.
  • Contact the organization and inquire about volunteer opportunities.
  • Attend volunteer training and learn how to use Salesforce within the organization.
  • Volunteer your time to support the organization's mission and use Salesforce to make a positive impact.
Show all two activities

Career center

Learners who complete Impulsa la productividad mediante la pila de tecnología will develop knowledge and skills that may be useful to these careers:
Sales Development Representative
A Sales Development Representative (SDR) is responsible for generating leads and qualifying them for the sales team. This course can help you become a successful SDR by providing you with the knowledge and skills you need to leverage technology to find and qualify leads more efficiently. You will learn how to use customer relationship management (CRM) software, sales intelligence tools, and social media to connect with prospects, nurture relationships, and close deals.
Business Development Representative
A Business Development Representative (BDR) is responsible for identifying and developing new business opportunities for a company. This course can help you become a successful BDR by providing you with the knowledge and skills you need to leverage technology to find and qualify leads, build relationships with potential customers, and close deals. You will learn how to use CRM software, sales intelligence tools, and social media to connect with prospects, nurture relationships, and close deals.
Account Executive
An Account Executive (AE) is responsible for managing relationships with existing customers and growing their business. This course can help you become a successful AE by providing you with the knowledge and skills you need to leverage technology to manage customer relationships, identify upsell and cross-sell opportunities, and close deals. You will learn how to use CRM software, sales intelligence tools, and social media to connect with customers, build relationships, and close deals.
Sales Manager
A Sales Manager is responsible for leading and managing a team of salespeople. This course can help you become a successful Sales Manager by providing you with the knowledge and skills you need to leverage technology to manage your team, track sales performance, and develop sales strategies. You will learn how to use CRM software, sales intelligence tools, and social media to connect with your team, track their progress, and close deals.
Sales Operations Manager
A Sales Operations Manager is responsible for planning and executing sales strategies and processes. This course can help you become a successful Sales Operations Manager by providing you with the knowledge and skills you need to leverage technology to automate sales processes, improve sales performance, and develop sales strategies. You will learn how to use CRM software, sales intelligence tools, and social media to connect with your team, track their progress, and close deals.
Marketing Manager
A Marketing Manager is responsible for developing and executing marketing strategies and campaigns. This course can help you become a successful Marketing Manager by providing you with the knowledge and skills you need to leverage technology to create and execute marketing campaigns, track marketing performance, and generate leads. You will learn how to use CRM software, marketing automation tools, and social media to connect with your audience, build relationships, and generate leads.
Product Manager
A Product Manager is responsible for developing and managing products. This course can help you become a successful Product Manager by providing you with the knowledge and skills you need to leverage technology to develop and manage products, track product performance, and gather customer feedback. You will learn how to use CRM software, product management tools, and social media to connect with your team, track their progress, and gather feedback on your products.
Data Analyst
A Data Analyst is responsible for collecting, analyzing, and interpreting data. This course can help you become a successful Data Analyst by providing you with the knowledge and skills you need to leverage technology to collect, analyze, and interpret data, identify trends and patterns, and make recommendations. You will learn how to use data analysis software, data visualization tools, and social media to connect with your team, track their progress, and gather feedback on your products.
Business Analyst
A Business Analyst is responsible for analyzing business processes and identifying areas for improvement. This course can help you become a successful Business Analyst by providing you with the knowledge and skills you need to leverage technology to analyze business processes, identify areas for improvement, and develop recommendations. You will learn how to use business analysis tools, process mapping tools, and social media to connect with your team, track their progress, and gather feedback on your products.
Project Manager
A Project Manager is responsible for planning, executing, and closing projects. This course can help you become a successful Project Manager by providing you with the knowledge and skills you need to leverage technology to plan, execute, and close projects, track project progress, and manage project teams. You will learn how to use project management software, collaboration tools, and social media to connect with your team, track their progress, and gather feedback on your products.
Technical Writer
A Technical Writer is responsible for creating and editing technical documentation. This course can help you become a successful Technical Writer by providing you with the knowledge and skills you need to leverage technology to create and edit technical documentation, manage documentation projects, and collaborate with subject matter experts. You will learn how to use documentation software, collaboration tools, and social media to connect with your team, track their progress, and gather feedback on your products.
User Experience Designer
A User Experience Designer (UX Designer) is responsible for designing and improving the user experience of products. This course can help you become a successful UX Designer by providing you with the knowledge and skills you need to leverage technology to design and improve the user experience of products, conduct user research, and create prototypes. You will learn how to use UX design software, prototyping tools, and social media to connect with your team, track their progress, and gather feedback on your products.
Web Developer
A Web Developer is responsible for designing, developing, and maintaining websites. This course can help you become a successful Web Developer by providing you with the knowledge and skills you need to leverage technology to design, develop, and maintain websites, manage web projects, and collaborate with designers. You will learn how to use web development software, version control systems, and social media to connect with your team, track their progress, and gather feedback on your products.
Software Engineer
A Software Engineer is responsible for designing, developing, and maintaining software applications. This course can help you become a successful Software Engineer by providing you with the knowledge and skills you need to leverage technology to design, develop, and maintain software applications, manage software projects, and collaborate with developers. You will learn how to use software development software, version control systems, and social media to connect with your team, track their progress, and gather feedback on your products.
Data Scientist
A Data Scientist is responsible for collecting, analyzing, and interpreting data to solve business problems. This course may be useful for those interested in becoming a Data Scientist by providing you with the knowledge and skills you need to leverage technology to collect, analyze, and interpret data, identify trends and patterns, and make recommendations. You will learn how to use data analysis software, data visualization tools, and social media to connect with your team, track their progress, and gather feedback on your products.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Impulsa la productividad mediante la pila de tecnología.
Esta guía oficial de Salesforce proporciona una visión general integral de la plataforma Salesforce, incluyendo sus características, beneficios y mejores prácticas.
Este clásico libro ofrece principios para construir relaciones y persuadir a otros, lo que es esencial para el éxito en el desarrollo de ventas.
Este libro clásico ofrece principios de efectividad personal que pueden mejorar las habilidades de desarrollo de ventas cubiertas en el curso.
Esta guía proporciona información sobre la inteligencia emocional, que es esencial para el éxito en el desarrollo de ventas y la construcción de relaciones.
Este libro proporciona una visión general estratégica del uso de Salesforce Marketing Cloud para el marketing digital. Cubre conceptos como marketing por correo electrónico, automatización de marketing y administración de campañas.
Esta antigua obra maestra proporciona estrategias y tácticas que pueden aplicarse al desarrollo de ventas y la interacción con los clientes potenciales, como se menciona en el curso.

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