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Ernest Owusu, Andrae Washington, Lara Arabi, NaOmi Furukawa, Akhil Cherukupally, Alicia Mitchell, Trailhead, and Marcos Serna

This is Course 1 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete later courses, please ensure you have completed this course before moving on.

This course is here to introduce you to the key role of a Sales Development Representative at a tech company. We want you to develop a winning professional mindset powered by emotional literacy, strategic thinking, time management, and task prioritization. We’ll also focus on how you’ll be managing your physical, mental, emotional, and spiritual well-being in both your personal and professional life.

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This is Course 1 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete later courses, please ensure you have completed this course before moving on.

This course is here to introduce you to the key role of a Sales Development Representative at a tech company. We want you to develop a winning professional mindset powered by emotional literacy, strategic thinking, time management, and task prioritization. We’ll also focus on how you’ll be managing your physical, mental, emotional, and spiritual well-being in both your personal and professional life.

Course 1 in the Sales Development Representative (SDR) Professional Certificate will give you the necessary skills to launch a career in the non-technical side of the tech industry.

In this course you will learn to:

- Confidently articulate the purpose and power of the SDR role in the tech industry

- Effectively select strategies and tools for developing a winning professional mindset

- Justify strategies for time management and prioritization that yield results in your personal and professional life

- Compose plans for taking responsibility for your physical, mental, emotional, and spiritual well-being within personal and professional relationships

To be successful in this course, you should have:

- An ability to communicate in verbal and written form in a way that is accessible and understandable by a general audience (you don’t need to be formal or refined)

- Baseline computer literacy (you must be able to use a word processor, web search, and email)

- Familiarity with social media, including LinkedIn

- Ability and willingness to learn new technology tools

- Motivation to grow personally and professionally

- Hunger for feedback and coaching

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What's inside

Syllabus

Break into the World of Tech Sales
Learn about the evolution of Software-as-a-Service, the purpose of Sales Development, and the daily workflow of a Sales Development Representative (SDR).
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches the core skills and responsibilities of a Sales Development Representative (SDR) at a tech company
Covers strategic thinking, time management and prioritization, task prioritization, and emotional literacy
Introduces key concepts for developing a winning professional mindset, including grit, optimism, self-confidence, and feedback

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Reviews summary

Foundational skills for tech sales development

According to the course description, this program offers groundwork for success in Sales Development, specifically targeting the Sales Development Representative (SDR) role in the tech industry. It aims to develop a winning professional mindset, covering emotional literacy, strategic thinking, and time management. Learners are expected to gain skills to confidently articulate the SDR purpose and manage personal and professional well-being. This course is presented as a stepping stone to a career in non-technical tech sales, emphasizing practical strategies for goal crushing and team collaboration.
Provides introductory concepts, suitable for beginners in the field.
"This course is truly 'groundwork'; it's great for beginners but not for advanced learners."
"I found it to be a solid introduction, but it doesn't delve into complex sales tactics."
"It sets the stage well for later courses in the certificate, as expected."
Addresses personal and professional mental and emotional health.
"I was surprised and pleased by the focus on physical, mental, and emotional well-being."
"It's great that the course encourages taking responsibility for overall personal health."
"Understanding how to balance well-being with professional life is invaluable."
Teaches actionable strategies for productivity and goal achievement.
"I learned practical strategies like the 80:20 principle to crush my goals effectively."
"The course helps in mastering time management for both personal and professional life."
"It provides clear methods for task prioritization that truly yield results."
Cultivates key psychological traits essential for career success.
"I gained valuable insights into adopting a growth mindset, grit, and self-confidence."
"The focus on emotional literacy and strategic thinking is very beneficial for professional growth."
"It emphasizes crucial soft skills often overlooked but vital for success."
Provides a clear introduction to the Sales Development Representative position.
"This course really clarifies what an SDR does and its importance in tech sales."
"I now have a solid grasp of the daily workflow and purpose of sales development."
"It helped me confidently articulate the power of the SDR role in the industry."
Positions learners for a non-technical tech sales career path.
"As Course 1 of the Professional Certificate, it's a great starting point for a tech sales career."
"I appreciate how it prepares you for non-technical roles in the tech industry."
"This course is a solid foundation for aspiring Sales Development Representatives."

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 Groundwork for Success in Sales Development with these activities:
Volunteer at a Non-Profit Organization
Engage in volunteer work to develop empathy, enhance your communication skills, and contribute to your community while gaining valuable experience applicable to sales.
Browse courses on Empathy
Show steps
  • Identify a non-profit organization that aligns with your interests.
  • Contact the organization and inquire about volunteer opportunities.
  • Attend volunteer events and actively participate in activities.
Develop a Personal Development Plan
Create a tailored plan that outlines your personal and professional development goals, identifies areas for improvement, and provides strategies for achieving them.
Browse courses on Goal Setting
Show steps
  • Reflect on your strengths, weaknesses, and career aspirations.
  • Set specific, measurable, achievable, relevant, and time-bound goals.
  • Identify resources and support systems to assist in your development.
Follow a Sales Training Course or Online Tutorial
Enroll in an online sales training course or tutorial to gain a comprehensive understanding of sales fundamentals, techniques, and tools.
Browse courses on Sales Techniques
Show steps
  • Research and select a sales training course or tutorial that meets your needs.
  • Follow the course content and complete the assignments.
  • Apply the knowledge and skills you learn to your sales practice.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review 'Mindset'
Review the core concepts of growth mindset and grit to develop a strong foundation for fostering a positive sales mindset.
Show steps
  • Read the book, focusing on key concepts such as the power of belief, the importance of effort, and the role of challenges.
  • Take notes and highlight important passages for future reference.
  • Summarize the main takeaways from the book in your own words.
Record a Sales Pitch Video
Craft and record a brief video showcasing your sales pitch to gain experience in presenting and communicating your value proposition effectively.
Show steps
  • Develop a sales pitch that highlights your key selling points.
  • Practice your pitch and time yourself.
  • Create a video using a camera or smartphone.
Role-play Sales Calls
Engage in role-playing exercises to practice essential sales techniques, improve communication skills, and gain confidence in handling objections.
Browse courses on Sales Techniques
Show steps
  • Create a list of common sales objections and prepare responses.
  • Pair up with a classmate and take turns practicing different sales scenarios.
  • Provide feedback and constructive criticism to each other.
Participate in a Sales Competition or Hackathon
Join a sales competition or hackathon to challenge yourself, showcase your skills, learn from others, and gain valuable experience in a competitive environment.
Browse courses on Sales Strategies
Show steps
  • Identify a sales competition or hackathon that aligns with your interests.
  • Form a team or participate individually.
  • Develop a sales strategy and prepare for the competition.
Attend a Sales Industry Conference
Participate in industry conferences to stay updated on the latest trends, best practices, and network with professionals in the sales field.
Browse courses on Industry Trends
Show steps
  • Research industry conferences and identify those that align with your interests.
  • Register for the conference and attend relevant sessions.
  • Connect with other attendees, ask questions, and exchange ideas.

Career center

Learners who complete Groundwork for Success in Sales Development will develop knowledge and skills that may be useful to these careers:
Salesforce Developer
A Salesforce Developer is responsible for developing and customizing Salesforce CRM systems. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of Salesforce CRM, Apex programming language, and Visualforce. You will learn how to develop and customize Salesforce CRM, create Apex applications, and build Visualforce pages.
Salesforce Administrator
A Salesforce Administrator is responsible for managing and maintaining Salesforce CRM systems. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of Salesforce CRM, system administration, and data management. You will learn how to configure and customize Salesforce CRM, manage users and data, and troubleshoot system issues.
Sales Manager
A Sales Manager is responsible for leading and motivating a team of salespeople to achieve sales goals. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of sales management, team leadership, and performance management. You will learn how to set sales targets, motivate your team, and close deals.
Customer Success Manager
A Customer Success Manager is responsible for ensuring that customers are satisfied with their products or services. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of customer relationship management, customer service, and problem-solving. You will learn how to build strong relationships with customers, identify their needs, and resolve their issues.
Account Executive
An Account Executive is responsible for managing relationships with existing customers and developing new business opportunities. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of the sales process, customer relationship management, and negotiation. You will learn how to build strong relationships with customers, identify their needs, and close deals.
Business Development Manager
A Business Development Manager is responsible for identifying and developing new business opportunities. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of business development, market research, and sales. You will learn how to identify new business opportunities, develop business plans, and close deals.
Sales Operations Manager
A Sales Operations Manager is responsible for planning and executing sales operations strategies. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of sales operations, process improvement, and technology. You will learn how to develop and implement sales operations strategies, improve sales processes, and select and implement sales technology.
Business Analyst
A Business Analyst plays a vital role in helping organizations improve their business processes and make better decisions. This course can provide you with the skills you need to succeed in this role by developing your analytical, problem-solving, and communication skills. You will learn how to gather and analyze data, identify problems, and develop solutions that can improve the efficiency and effectiveness of an organization.
Data Analyst
A Data Analyst is responsible for collecting, analyzing, and interpreting data to identify trends and patterns. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of data analysis, data visualization, and statistical modeling. You will learn how to collect and clean data, analyze data using a variety of statistical techniques, and communicate your findings to stakeholders.
Consultant
A Consultant provides expert advice and guidance to organizations on a variety of business issues. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of business analysis, problem-solving, and communication. You will learn how to identify problems, develop solutions, and communicate your findings to clients.
Project Manager
A Project Manager is responsible for planning, executing, and closing projects. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of project management, team leadership, and risk management. You will learn how to develop project plans, manage project teams, and close projects on time and within budget.
Product Manager
A Product Manager is responsible for managing the development and launch of new products or services. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of product development, market research, and customer feedback. You will learn how to identify product opportunities, develop product roadmaps, and launch products that meet the needs of your customers.
Marketing Manager
A Marketing Manager is responsible for planning and executing marketing campaigns that promote products or services. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of marketing principles, market research, and campaign management. You will learn how to develop and implement marketing strategies that can reach your target audience and achieve your business goals.
UX Designer
A UX Designer is responsible for designing the user experience of websites, apps, and other digital products. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of UX design, user research, and prototyping. You will learn how to design user interfaces that are easy to use, visually appealing, and engaging.
Technical Writer
A Technical Writer is responsible for creating technical documentation, such as user manuals, white papers, and training materials. This course can help you to develop the skills you need to succeed in this role by providing you with a deep understanding of technical writing, documentation standards, and communication. You will learn how to write clear and concise technical documentation that meets the needs of your audience.

Reading list

We've selected 15 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 Groundwork for Success in Sales Development.
Provides a comprehensive overview of the sales development process, including lead generation, qualification, and nurturing.
A classic work on salesmanship that provides timeless principles for success.
A sales methodology that focuses on asking the right questions to uncover customer needs.
Examines the power of mindset and its impact on success in all areas of life.
A classic work on personal and professional effectiveness that provides timeless principles for success.

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