Salesforce

Sales and CRM Overview

Trailhead
Angela Prakash
Anthony Jones

Instructors: Trailhead

74,110 already enrolled

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
4.6

(1,212 reviews)

Beginner level

Recommended experience

Flexible schedule
Approx. 21 hours
Learn at your own pace
95%
Most learners liked this course
Gain insight into a topic and learn the fundamentals.
4.6

(1,212 reviews)

Beginner level

Recommended experience

Flexible schedule
Approx. 21 hours
Learn at your own pace
95%
Most learners liked this course

What you'll learn

  • Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.

  • Articulate use cases for how Salesforce can provide value to sales teams.

  • Navigate Trailhead, the official learning platform of Salesforce.

  • Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

13 assignments

Taught in English

See how employees at top companies are mastering in-demand skills

Placeholder

Build your Business Essentials expertise

This course is part of the Salesforce Sales Operations Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Salesforce
Placeholder
Placeholder

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

Placeholder

There are 4 modules in this course

Welcome to Sales and CRM Overview, the first course of the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the first step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about what Customer Relationship Management (CRM) systems are and what they're used for. You will discover what Salesforce is and how it is used across industries and teams. You will also learn about what a sales ops specialist does and why Salesforce is such a critical part of their job. Let's get started!

What's included

6 videos16 readings4 assignments4 discussion prompts4 plugins

Welcome to the second week of Sales and CRM Overview! This week is all about sales and the sales process. By the end of this week, you will be able to distinguish between two major types of sales: B2C and B2B, identify each step of the sales process and explain their importance, explain how the sales process might differ across different companies, and distinguish between the different roles on a sales team. Remember, this is critical information not only for the sales ops specialist role, but for any entry level sales job. Let's get started!

What's included

4 videos12 readings4 assignments1 discussion prompt3 plugins

Welcome to the third week of Sales and CRM Overview! This week is all about Data that matters in CRM. By the end of this week, you will be able to describe the function of a database in the context of CRM, discuss the importance of tracking data and data hygiene in CRM, identify the benefits and challenges of using sticky notes and spreadsheets as CRM tools, and summarize some of the advantages that Salesforce offers as a CRM. Remember, Salesforce is essentially a database. And having a clear understanding of what high quality data is, and why it’s so important, is critical to not only the sales ops specialist role, but any entry level sales job. So without further ado, let’s get started!

What's included

2 videos9 readings3 assignments1 discussion prompt3 plugins

Welcome to Week 4 — the final week of Sales and CRM Overview! You’ve done a great job making it this far, so first of all, take a moment to appreciate your effort. But there’s still work to be done so let’s stay focused and make sure we finish strong. This week you will have the chance to enter Trailhead, Salesforce official learning platform, enabling you to navigate and explore some of the features of the Salesforce Sales Cloud. By the end of this week, you will be able to create and set up a Trailhead account, identify key components of the Trailhead learning experience, set up a Trailhead Playground, and describe the key functionalities of the Sales Cloud CRM that helps support a business’s growth. The finish line for this course is in sight for you. Let’s run through it!

What's included

6 videos14 readings2 assignments1 discussion prompt

Instructors

Instructor ratings
4.8 (396 ratings)
Trailhead
Salesforce
16 Courses125,635 learners

Offered by

Salesforce
Pathstream

Recommended if you're interested in Business Essentials

Why people choose Coursera for their career

Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

Showing 3 of 1212

4.6

1,212 reviews

  • 5 stars

    76.22%

  • 4 stars

    15.90%

  • 3 stars

    2.70%

  • 2 stars

    0.90%

  • 1 star

    4.26%

OO
5

Reviewed on Oct 16, 2023

RD
4

Reviewed on Jan 19, 2022

RV
5

Reviewed on Jul 18, 2023

New to Business Essentials? Start here.

Placeholder

Open new doors with Coursera Plus

Unlimited access to 7,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Frequently asked questions