Resumen de ventas y CRM from Coursera

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Syllabus

Salesforce para empresas

Le damos la bienvenida al Resumen de ventas y CRM, el primer curso del certificado profesional de operaciones de ventas de Salesforce. Al inscribirse en este curso, estará dando el primer paso para iniciar su carrera en Salesforce. En la primera semana del curso, aprenderá más acerca de qué son los sistemas de administración de las relaciones con los clientes (CRM) y para qué se utilizan. Descubrirá qué es Salesforce y cómo se utiliza en distintos sectores y equipos. También aprenderá acerca de qué hace un especialista en operaciones de ventas y por qué Salesforce es una parte tan importante de su trabajo. ¡Comencemos!

El proceso de venta

¡Le damos la bienvenida a la segunda semana de Ventas y resumen de CRM! Esta semana hablaremos de ventas y del proceso de ventas. Al final de esta semana, podrá distinguir entre dos tipos principales de ventas: B2C y B2B, identificar cada paso del proceso de ventas y explicar su importancia, explicar en qué puede diferir el proceso de ventas de una empresa a otra y distinguir entre las distintas funciones de un equipo de ventas. Recuerde que se trata de información fundamental no solo para la función de especialista en operaciones de ventas, sino para cualquier trabajo de ventas de nivel inicial. ¡Comencemos!

Datos que importan en CRM

Le damos la bienvenida a la tercera semana de Resumen de ventas y CRM. Esta semana hablaremos de los datos que importan en un CRM. Al final de esta semana, será capaz de describir la función de una base de datos en el contexto de un CRM, hablar de la importancia del seguimiento de datos y el saneamiento de datos en un CRM, identificar los beneficios y desafíos del uso de notas adhesivas y hojas de cálculo como herramientas de CRM y resumir algunas de las ventajas que ofrece Salesforce como CRM. Recuerde que Salesforce es esencialmente una base de datos. Y tener una idea clara de lo que son los datos de alta calidad y por qué son tan importantes es fundamental no solo para la función de especialista en operaciones de ventas, sino para cualquier trabajo de ventas de nivel inicial. Así que, sin más preámbulos, ¡empecemos ya!

Sales Cloud

Le damos la bienvenida a la cuarta semana, la última semana de Resumen de ventas y CRM. Ha hecho un gran trabajo para llegar hasta aquí, así que, en primer lugar, tómese un momento para apreciar su esfuerzo. Pero aún queda trabajo por hacer, así que mantengamos la concentración y asegurémonos de terminar con ganas. Esta semana tendrá la oportunidad de entrar en Trailhead, la plataforma de aprendizaje oficial de Salesforce, que le permitirá navegar y explorar algunas de las características de Sales Cloud de Salesforce. Al final de esta semana, será capaz de crear y configurar una cuenta de Trailhead, identificar los componentes clave de la experiencia de aprendizaje de Trailhead, configurar un Playground de Trailhead y describir las funcionalidades clave del CRM Sales Cloud que ayudan a apoyar el crecimiento de una empresa. La línea de meta de este curso está a la vista. ¡Atravesémosla!

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Perfecto para principiantes que buscan una introducción a las ventas y CRM, así como a Salesforce

Presenta los conceptos básicos del proceso de ventas y la gestión de relaciones con los clientes (CRM)

Proporciona una base sólida para carreras en operaciones de ventas y otras funciones de ventas de nivel inicial

Cuenta con instructores expertos de Salesforce, incluidos Anthony Jones, Trailhead y Angela Prakash

Forma parte de una serie de cursos que brindan una formación completa en operaciones de ventas de Salesforce

Puede requerir conocimientos previos en ventas y CRM para aprovechar al máximo el curso

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 Resumen de ventas y CRM with these activities:

Mira el video tutorial sobre sistemas CRM

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Ver el video tutorial te ayudará a comprender los conceptos básicos de los sistemas CRM y cómo se utilizan para administrar las relaciones con los clientes.

Browse courses on CRM

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Ve a YouTube y busca el video tutorial 'Introducción a los sistemas CRM'.
Mira el video y toma notas sobre los puntos clave.

Seguir tutoriales sobre el uso de informes y paneles en Sales Cloud

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Seguir tutoriales sobre el uso de informes y paneles en Sales Cloud le permitirá aprovechar estas poderosas herramientas para obtener información valiosa.

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Identificar los tutoriales sobre informes y paneles en Trailhead o Salesforce Help.
Seguir los pasos descritos en los tutoriales.
Crear informes y paneles de muestra para practicar.

Tutorial: Salesforce Trailhead

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Help you get started with Trailhead and learn the basics of Sales Cloud.

Browse courses on Salesforce Sales Cloud

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Create a Trailhead account and set up a Trailhead Playground.
Complete the Trailhead module 'Welcome to Salesforce.'
Explore the Sales Cloud user interface.

Five other activities

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Practice Creating and Configuring Leads

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Improve your understanding of the lead management process.

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Create a new lead in your Trailhead Playground.
Edit the lead and update its information.
Qualify the lead and convert it to an opportunity.

Crear un mapa mental de las funcionalidades de Sales Cloud

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Crear un mapa mental de las funcionalidades clave de Sales Cloud mejorará su comprensión de cómo se puede utilizar la plataforma para respaldar el crecimiento empresarial.

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Identificar las funcionalidades clave de Sales Cloud.
Organizar las funcionalidades en categorías lógicas.
Crear un mapa mental visual que represente las funcionalidades y sus relaciones.

Practicar la creación y gestión de registros en Sales Cloud

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Practicar la creación y gestión de registros en Sales Cloud mejorará sus habilidades prácticas y le permitirá utilizar eficazmente la plataforma.

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Crear registros de oportunidades, contactos y cuentas.
Editar y actualizar registros.
Administrar relaciones entre registros.

Tutorial de Trailhead sobre Sales Cloud

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Completar el tutorial de Trailhead sobre Sales Cloud te proporcionará una comprensión práctica de las funcionalidades clave de Sales Cloud.

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Crea una cuenta de Trailhead.
Completa el módulo de Trailhead "Introducción a Sales Cloud".

Asistir a un taller sobre la automatización de procesos de ventas con Salesforce

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Asistir a un taller sobre automatización de procesos de ventas con Salesforce le brindará conocimientos prácticos y le permitirá mejorar la eficiencia de su flujo de trabajo.

Browse courses on Salesforce

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Investigar y encontrar talleres sobre automatización de procesos de ventas con Salesforce.
Registrarse y asistir al taller.
Participar activamente en el taller y tomar notas.

Career center

Learners who complete Resumen de ventas y CRM will develop knowledge and skills that may be useful to these careers:

Salesforce Consultant

Salesforce Consultants help businesses implement and optimize their Salesforce systems. They work with clients to understand their business needs and develop a Salesforce solution that meets their specific requirements. This Resumen de ventas y CRM course may be useful to a Salesforce Consultant as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Salesforce Consultant

Customer Success Manager

Customer Success Managers are responsible for ensuring that customers are successful with their Salesforce products or services. They work with customers to identify their needs and develop solutions to help them achieve their business goals. This Resumen de ventas y CRM course may be useful to a Customer Success Manager as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Customer Success Manager

Sales Engineer

Sales Engineers are responsible for providing technical support to sales teams. They work with customers to understand their technical needs and develop solutions that meet their requirements. This Resumen de ventas y CRM course may be useful to a Sales Engineer as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Sales Engineer

Salesforce Administrator

Salesforce Administrators are responsible for managing and maintaining Salesforce systems. They work with users to ensure that they have the access and permissions they need to perform their jobs. This Resumen de ventas y CRM course may be useful to a Salesforce Administrator as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Salesforce Administrator

Sales Development Representative

Sales Development Representatives are responsible for generating leads and qualifying them for sales teams. They work with marketing to identify potential customers and develop strategies to reach them. This Resumen de ventas y CRM course may be useful to a Sales Development Representative as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Sales Development Representative

Data Analyst

Data Analysts are responsible for collecting, analyzing, and interpreting data to identify trends and patterns. They work with stakeholders to develop insights that can be used to improve business decisions. This Resumen de ventas y CRM course may be useful to a Data Analyst as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Data Analyst

Account Manager

Account Managers are responsible for managing relationships with key customers. They work to understand their customers' needs and develop solutions to help them achieve their business goals. This Resumen de ventas y CRM course may be useful to an Account Manager as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Account Manager

Marketing Manager

Marketing Managers are responsible for developing and executing marketing campaigns to promote products or services. They work with stakeholders to define marketing goals, develop strategies, and measure results. This Resumen de ventas y CRM course may be useful to a Marketing Manager as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Marketing Manager

Sales Operations Analyst

Sales Operations Analysts are responsible for analyzing sales data and developing strategies to improve sales performance. They work closely with sales teams to identify areas for improvement and develop solutions to increase sales. This Resumen de ventas y CRM course may be useful to a Sales Operations Analyst as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Sales Operations Analyst

CRM Consultant

CRM Consultants help businesses implement and optimize their CRM systems. They work with clients to understand their business needs and develop a CRM solution that meets their specific requirements. This Resumen de ventas y CRM course may be useful to a CRM Consultant as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for CRM Consultant

Salesforce Developer

Salesforce Developers are responsible for designing, developing, and maintaining Salesforce applications. They work closely with business users to understand their requirements and translate them into technical solutions. This Resumen de ventas y CRM course may be useful to a Salesforce Developer as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Salesforce Developer

Project Manager

Project Managers are responsible for planning, organizing, and executing projects. They work with stakeholders to define project scope, develop timelines, and manage resources. This Resumen de ventas y CRM course may be useful to a Project Manager as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Project Manager

Sales Manager

Sales Managers are responsible for leading and managing sales teams. They develop sales strategies, set targets, and motivate their teams to achieve their goals. This Resumen de ventas y CRM course may be useful to a Sales Manager as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Sales Manager

Business Analyst

Business Analysts are responsible for analyzing business processes and developing solutions to improve efficiency and effectiveness. They work with stakeholders to understand their needs and develop solutions that meet their specific requirements. This Resumen de ventas y CRM course may be useful to a Business Analyst as it provides a foundation in the basics of Salesforce, including its key features and functionality. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Business Analyst

Technical Trainer

A Technical Trainer is responsible for providing technical instruction to individuals or groups, ensuring that they understand and can apply the knowledge, skills, and abilities needed to perform a specific job or task. They may develop and deliver training programs, create training materials, and assess trainees' progress. This Resumen de ventas y CRM course may be useful to a Technical Trainer as it provides a foundation in the basics of Salesforce, which is a widely used CRM software. The course also covers the fundamentals of the sales process, which is essential for any professional working in sales or customer service.

See salaries and explore the career path for Technical Trainer

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