Administración de clientes potenciales en Salesforce from Coursera

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Syllabus

Importar datos y trabajar con clientes potenciales

Le damos la bienvenida a Administración de clientes potenciales en Salesforce, el segundo 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 lo que hacen los asociados de mercadeo en una empresa, explorará su función en el proceso de administración de clientes potenciales y trabajará de forma práctica para capacitarlos con las herramientas de Salesforce Sales Cloud para hacer su trabajo de forma más eficiente y eficaz. ¡Comencemos!

Organización de clientes potenciales, campañas y tareas

Le damos la bienvenida a la segunda semana de la administración de clientes potenciales en Salesforce. La semana pasada, realmente se puso manos a la obra con Salesforce en su trabajo de proyecto guiado y esta semana, va a haber más oportunidades de trabajar con las herramientas de administración de clientes potenciales en Salesforce en situaciones del mundo real. Esta semana, vamos a profundizar aún más en el papel del asociado de mercadeo, un miembro del equipo que desempeña un papel fundamental en el proceso de ventas. En concreto, aprenderá a editar y filtrar clientes potenciales, y a trabajar con campañas, para ayudar a este miembro del equipo y permitirle una administración de clientes potenciales organizada en Salesforce. 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 usar durante su futura búsqueda de empleo.

Administrar y calificar clientes potenciales

Le damos la bienvenida a la tercera semana de la administración de clientes potenciales en Salesforce. Esta semana, nos adentraremos en una nueva función del equipo de ventas: el representante de desarrollo de ventas (o SDR, por sus siglas en inglés), otro miembro del equipo que desempeña un papel importante en el proceso de ventas. Esta semana aprenderá cómo ayudar a este miembro del equipo y permitirle realizar su trabajo de forma más eficaz explorando cómo usar algunas herramientas nuevas de administración de clientes potenciales en Salesforce. También aprenderá cómo los asociados de mercadeo entregan los clientes potenciales a los representantes de desarrollo de ventas, y cómo estos últimos entregan finalmente los clientes potenciales calificados (es decir, los candidatos) a los ejecutivos de cuentas. A lo largo del proceso, verá cómo el registro de información en una ubicación centralizada como Salesforce es fundamental para el éxito del equipo en todo momento.

Mejorar la productividad de las ventas y convertir clientes potenciales

Le damos la bienvenida a la semana 4, ¡la última semana de Gestión de clientes potenciales en Salesforce! Ha hecho un gran trabajo para llegar hasta aquí, así que tómese un momento para apreciar su esfuerzo. Aprender herramientas de administración de clientes potenciales en Salesforce no es tarea fácil, ¡así que felicitaciones por haber llegado hasta aquí! Esta semana, aprenderá en más detalle cómo los representantes de desarrollo de ventas entregan los clientes potenciales calificados (es decir, los clientes calificados) a los ejecutivos de cuentas. Además, verá cómo se cierran finalmente los clientes potenciales en Salesforce y obtendrá un anticipo de lo que ocurre a continuación con ellos. Al final de esta semana, también abordará su proyecto final 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 usar durante su futura búsqueda de empleo. Recuerde que al crear una cartera con el trabajo que está realizando en este curso, podrá demostrar a futuros empleadores que puede resolver problemas del mundo real con Salesforce, una habilidad fundamental en la economía moderna.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Está diseñado para personas interesadas en trabajos de ventas de nivel básico con conocimientos básicos de Salesforce

Introduce conceptos básicos sobre cómo ayudar a equipos de ventas y marketing a optimizar el proceso de gestión de clientes potenciales

Proporciona una comprensión de los fundamentos de la gestión de datos y cómo cargar datos de clientes potenciales en Salesforce

Enseña cómo capacitar eficazmente a los miembros del equipo utilizando herramientas disponibles en Salesforce Sales Cloud

Requiere conocimientos previos limitados en ventas y CRM

Career center

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

Data Analyst

A Data Analyst is responsible for collecting, cleaning, and analyzing data. They may also be responsible for developing and implementing data-driven solutions to improve business performance. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

See salaries and explore the career path for Data Analyst

Business Analyst

A Business Analyst is responsible for analyzing business processes and identifying opportunities for improvement. They may also be responsible for developing and implementing solutions to improve business performance. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Salesforce Administrator

A Salesforce Administrator is responsible for managing and maintaining Salesforce. They may also be responsible for training and developing users. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Solutions Architect

A Solutions Architect is responsible for designing and implementing solutions to customer problems. They may also be responsible for working with customers to develop business requirements. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Customer Success Manager

A Customer Success Manager is responsible for ensuring that customers are satisfied with their products or services. They may also be responsible for providing training and support to customers. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Account Manager

An Account Manager is responsible for managing relationships with clients. They may also be responsible for generating sales and providing customer support. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Sales Engineer

A Sales Engineer is responsible for providing technical support to customers. They may also be responsible for developing and implementing solutions to customer problems. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Technical Support Specialist

A Technical Support Specialist is responsible for providing technical support to customers. They may also be responsible for troubleshooting problems and resolving issues. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Sales Representative

A Sales Representative is responsible for generating sales and providing customer support. They may also be responsible for developing and maintaining relationships with clients. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Sales Operations Specialist

A Sales Operations Specialist is responsible for managing and optimizing the sales process. They may also be responsible for training and developing sales teams. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Marketing Operations Specialist

A Marketing Operations Specialist is responsible for planning, executing, and measuring marketing campaigns. They may also be responsible for managing marketing budgets and developing marketing materials. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Marketing Manager

A Marketing Manager is responsible for developing and executing marketing campaigns. They may also be responsible for managing marketing budgets and developing marketing materials. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Presales Consultant

A Presales Consultant is responsible for working with customers to develop business requirements. They may also be responsible for developing and delivering sales presentations. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Project Manager

A Project Manager is responsible for planning, executing, and closing projects. They may also be responsible for managing project budgets and timelines. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Product Manager

A Product Manager is responsible for developing and managing products. They may also be responsible for conducting market research and developing product roadmaps. This course may be useful for someone in this role because it provides a foundation in the basics of Salesforce, including how to manage leads, campaigns, and tasks. It also covers how to use Salesforce to generate reports and track KPIs.

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Administración de clientes potenciales en Salesforce

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