Administración de oportunidades en Salesforce from Coursera

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.

Este tercer curso le brindará una comprensión fundamental de cómo ayudar a los equipos de ventas a optimizar el proceso de administración de oportunidades. En concreto, este curso muestra cómo un especialista en operaciones de ventas apoyaría a los ejecutivos de cuentas y les capacitaría para hacer progresar las oportunidades a través de un canal de ventas y cerrar acuerdos de ventas de la forma más eficaz y eficiente posible. Esto requerirá el uso de nuevas herramientas en la fuerza de ventas, incluidos productos, libros de precios, presupuestos, contratos y pedidos. Aprender a aprovechar estos aspectos de Salesforce son habilidades cruciales para cualquier persona interesada en trabajos de ventas de nivel de entrada.

Para este curso, se recomienda (pero no es obligatorio) que tenga algún conocimiento previo de ventas y CRM, así como una comprensión de los conceptos básicos de navegación de la plataforma Salesforce. Si estos conceptos son completamente nuevos para usted, aún puede tener éxito en este curso. Sin embargo, puede que se requiera un poco de trabajo adicional de su parte.

Al inscribirse en este curso, está dando el siguiente paso para iniciar su carrera en Salesforce. ¡Felicidades por continuar este apasionante viaje!

What's inside

Syllabus

Apoyar a los ejecutivos de cuentas

¡Le damos la bienvenida a Administración de oportunidades en Salesforce, el tercer curso del Certificado profesional de operaciones de ventas de Salesforce! Al inscribirse en este curso, está dando el siguiente paso para iniciar su carrera en Salesforce. En la primera semana del curso, aprenderá más sobre el traspaso de clientes potenciales calificados (es decir, candidatos) del representante de desarrollo de ventas a ejecutivos de cuenta, y cómo Chatter de Salesforce puede ayudar a garantizar que se mantengan en sintonía durante este proceso. También aprenderá más sobre el papel del ejecutivo de cuentas en un equipo de ventas y cómo puede apoyarlos como especialista en operaciones de ventas, y se sumergirá en el canal de ventas para comprender lo que implica la gestión de oportunidades. ¡Comencemos!

Trabajo con oportunidades en Salesforce

Le damos la bienvenida a la segunda semana de Administración de oportunidades en Salesforce. La semana pasada, adquirió la base conceptual que necesita para comprender la función del ejecutivo de cuentas y cómo trabaja para llevar a los clientes potenciales a través de cada etapa del proceso de ventas hasta cerrar el trato. Ahora, esta semana, va a trabajar con herramientas de gestión de oportunidades en Salesforce que puede aprovechar para permitir a los ejecutivos de cuentas hacer su trabajo de la forma más eficaz y eficiente posible. Al final de esta semana, también abordará su primer proyecto independiente en este curso, que le dará la oportunidad de explorar un caso de uso empresarial en Salesforce, de forma práctica. Al completar este proyecto, podrá crear una valiosa pieza de cartera y una muestra de trabajo que podrá utilizar durante su futura búsqueda de empleo.

Utilizar productos, libros de precios y presupuestos en el proceso de venta

¡Le damos la bienvenida a la tercera semana de Administración de oportunidades en Salesforce! Esta semana, se sumergirá en el trabajo con Productos, Libros de precios y Presupuestos en Salesforce, y aprenderá cómo estos objetos estándar ayudan a los ejecutivos de cuentas a acercar los acuerdos de ventas potenciales a la línea de meta. Tenga en cuenta que si aprende estos conocimientos más avanzados de Salesforce, se convertirá en un candidato muy fuerte no solo para el puesto de especialista en operaciones de ventas, sino para cualquier trabajo de ventas de nivel inicial.

Contratos y pedidos

¡Le damos la bienvenida a la Semana 4, la última semana de Administración de oportunidades en Salesforce! Ha hecho un gran trabajo para llegar hasta aquí, así que tómese un momento para reconocer y apreciar su esfuerzo. Aprender las herramientas de gestión de oportunidades en Salesforce es difícil, así que felicidades por haber llegado hasta aquí. Está haciendo un gran trabajo que va a tener una gran recompensa. Esta semana aprenderá a ayudar a los ejecutivos de cuentas en la siguiente fase del proceso de ventas: el cierre de acuerdos. En este punto, el equipo de ventas ha invertido mucho esfuerzo en todas y cada una de las oportunidades, por lo que es importante que aprenda las habilidades y prácticas que le ayudarán a garantizar que el equipo de ventas realmente gane esos acuerdos. Tenga en cuenta que ganar un trato significa que un cliente potencial ha firmado un contrato y se ha convertido en un cliente que paga a su empresa. Y recuerde, su objetivo número uno como especialista en operaciones de ventas es ayudar al equipo de ventas a conseguir acuerdos de la forma más eficaz y coherente posible.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Explora el rol de Especialista en Operaciones de Ventas, que es un rol de nivel de entrada en ventas

Desarrolla habilidades básicas en Salesforce, que son esenciales para el rol de Especialista en Operaciones de Ventas

Ayuda a los equipos de ventas a optimizar el proceso de administración de oportunidades

Enseña cómo utilizar herramientas de Salesforce para administrar oportunidades y cerrar tratos de ventas

Requiere conocimientos previos de ventas y CRM, pero no los obliga

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 Administración de oportunidades en Salesforce with these activities:

Follow a guided tutorial on Opportunity Management in Salesforce

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Learn the basics of Opportunity Management in Salesforce through a guided tutorial

Browse courses on Opportunity Management

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Find a reputable online tutorial on Salesforce Opportunity Management
Follow the tutorial step-by-step, completing any exercises or assignments

Create a sample Opportunity Management process workflow in Salesforce

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Apply your knowledge of Opportunity Management by creating a sample workflow in Salesforce

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Identify the key steps and milestones in a typical Opportunity Management process
Create a visual representation of the workflow in Salesforce using tools like Process Builder or Flow Builder
Test and refine the workflow to ensure it meets business requirements

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Career center

Learners who complete Administración de oportunidades en Salesforce will develop knowledge and skills that may be useful to these careers:

Salesforce Developer

A Salesforce Developer builds and manages the infrastructure, architecture, and security of software applications on the Salesforce platform, specializing in the development or customization of Salesforce products and solutions. This course, Administration of Opportunities in Salesforce, would be very helpful for a Salesforce Developer because it provides a foundational understanding of how to use Salesforce to manage opportunities and close deals, which are essential skills for configuring the Salesforce platform to meet business needs.

See salaries and explore the career path for Salesforce Developer

Salesforce Administrator

A Salesforce Administrator manages and configures Salesforce software to meet the needs of an organization, including setting up users, security, and workflows. This course, Administration of Opportunities in Salesforce, would be very helpful for a Salesforce Administrator because it provides a foundational understanding of how to use Salesforce to manage opportunities and close deals, which are essential skills for managing the Salesforce platform.

See salaries and explore the career path for Salesforce Administrator

Salesforce Consultant

A Salesforce Consultant helps organizations implement and optimize their use of Salesforce software, including providing training and support. This course, Administration of Opportunities in Salesforce, would be very helpful for a Salesforce Consultant because it provides a foundational understanding of how to use Salesforce to manage opportunities and close deals, which are essential skills for helping clients get the most out of the Salesforce platform.

See salaries and explore the career path for Salesforce Consultant

Sales Engineer

A Sales Engineer works with customers to identify their needs and provides technical solutions such as software, hardware, or cloud services. A deep understanding of Salesforce would be very helpful in this role because Salesforce is a popular CRM and sales automation platform used by businesses of all sizes, and the ability to manage opportunities in Salesforce is a key skill for Sales Engineers.

See salaries and explore the career path for Sales Engineer

Sales Operations Analyst

A Sales Operations Analyst collects and analyzes data from various sources including CRM systems, sales pipelines, and marketing campaigns to improve sales performance and efficiency. This course, Administration of Opportunities in Salesforce, could be useful in gaining an understanding of how to track and manage opportunities in Salesforce, which is a common tool used by sales teams to manage customer relationships and sales pipelines.

See salaries and explore the career path for Sales Operations Analyst

Business Analyst

A Business Analyst works with stakeholders to understand business needs and processes, and then develops and implements solutions to improve efficiency and effectiveness. This course, Administration of Opportunities in Salesforce, could be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by businesses to manage customer relationships and sales pipelines.

See salaries and explore the career path for Business Analyst

Sales Manager

A Sales Manager is responsible for leading and managing a team of sales representatives, setting sales targets, and developing sales strategies. This course, Administration of Opportunities in Salesforce, could be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Sales Managers to track team performance and sales pipelines.

See salaries and explore the career path for Sales Manager

Customer Success Manager

A Customer Success Manager is responsible for ensuring that customers are successful in using a company's products or services, and maximizing customer lifetime value. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Customer Success Managers to track customer interactions and sales pipelines.

See salaries and explore the career path for Customer Success Manager

Account Manager

An Account Manager is responsible for managing and growing relationships with existing customers, ensuring customer satisfaction and retention. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Account Managers to track customer interactions and sales pipelines.

See salaries and explore the career path for Account Manager

Operations Manager

An Operations Manager is responsible for planning, organizing, and directing the operations of an organization, including managing budgets, staff, and processes. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Operations Managers to track operational efficiency and performance.

See salaries and explore the career path for Operations Manager

Project Manager

A Project Manager is responsible for planning, executing, and closing projects, including managing budgets, timelines, and resources. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Project Managers to track project progress and deliverables.

See salaries and explore the career path for Project Manager

Product Manager

A Product Manager is responsible for defining and managing the roadmap for a product, including its features, pricing, and marketing. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Product Managers to track product sales and customer feedback.

See salaries and explore the career path for Product Manager

Marketing Manager

A Marketing Manager is responsible for planning and executing marketing campaigns to generate leads and drive sales. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Marketing Managers to track campaign performance and lead generation.

See salaries and explore the career path for Marketing Manager

Financial Analyst

A Financial Analyst is responsible for analyzing financial data and making recommendations on investments, budgets, and other financial decisions. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Financial Analysts to track financial performance and investment opportunities.

See salaries and explore the career path for Financial Analyst

Data Analyst

A Data Analyst is responsible for collecting, analyzing, and interpreting data to identify trends and patterns, and to make recommendations on business decisions. This course, Administration of Opportunities in Salesforce, may be useful in gaining an understanding of how to use Salesforce to manage opportunities and close deals, which is a common tool used by Data Analysts to track data trends and customer behavior.

See salaries and explore the career path for Data Analyst

Administración de oportunidades en Salesforce

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