The second course in the Salesforce Sales Operations Professional Certificate, Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting.
Lead Management in Salesforce
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Lead Management in Salesforce
Ce cours fait partie de Salesforce Sales Operations Certificat Professionnel
Instructeurs : Trailhead
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Ce que vous apprendrez
Demonstrate an in-depth knowledge of how sales teams work together during the lead process.
Differentiate between Salesforce objects, fields, and records as they relate to Salesforce data management.
Import data into Salesforce and manage communication with contacts and the qualification of leads.
Compétences que vous acquerrez
- Catégorie : Sales Operations
- Catégorie : Salesforce
- Catégorie : Lead Management
- Catégorie : CRM
- Catégorie : Salesforce Lightning
Détails à connaître
Certificat partageable
Ajouter à votre profil LinkedIn
Évaluations
15 devoirs
Enseigné en Anglais
Découvrez comment les employés des entreprises prestigieuses maîtrisent des compétences recherchées
Élaborez votre expertise en Business Essentials
Ce cours fait partie de la Salesforce Sales Operations Certificat Professionnel
Lorsque vous vous inscrivez à ce cours, vous êtes également inscrit(e) à ce Certificat Professionnel.
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- Développez des compétences professionnelles avec des projets pratiques
- Obtenez un certificat professionnel partageable auprès de Salesforce
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Il y a 4 modules dans ce cours
Welcome to Lead Management in Salesforce, the second course of the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about what marketing associates do in a company, explore their role in the lead management process, and work hands on to empower them with Salesforce Sales Cloud tools to do their jobs more efficiently and effectively. Let's get started!
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5 vidéos19 lectures3 devoirs1 sujet de discussion1 laboratoire non noté
Welcome to the second week of Lead Management in Salesforce! Last week, you really went hands on with Salesforce in your Guided Project work and this week, there are going to be more opportunities to work with the lead management tools in Salesforce in real world situations. This week, you’re going to dive even deeper into the role of the marketing associate, a team member who plays a critical part in the sales process. Specifically, you’re going to learn how to edit and filter leads, and work with campaigns, to support this team member and empower them with organized lead management in Salesforce. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.
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1 vidéo11 lectures3 devoirs2 laboratoires non notés
Welcome to the third week of Lead Management in Salesforce! This week, you will dive into a new role on the sales team — the sales development representative (or SDR), another team member who plays an important part in the sales process. This week you’re going to learn how to support this team member and empower them to do their jobs more effectively by exploring how to use some new lead management tools in Salesforce. You’re also going to learn how leads are handed off to SDRs from marketing associates — and how SDRs eventually hand off qualified leads (i.e., prospects) to account executives. Along the way, you’ll see how logging information in a centralized location like Salesforce is essential for the success of the overall team every step of the way!
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3 vidéos12 lectures5 devoirs2 sujets de discussion2 laboratoires non notés1 plugin
Welcome to Week 4, the final week of Lead Management in Salesforce! You’ve done a great job making it this far, so take a moment to appreciate your effort. Learning lead management tools in Salesforce isn’t easy stuff — so congratulations on making it to this point! This week, you’ll go in more depth with how SDRs hand off qualified leads (i.e., prospects) to account executives. And you’ll see how leads are finally closed in Salesforce, and get a sneak peak of what happens next with them. At the end of this week, you will also tackle your final independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search. Remember, by creating a portfolio of the work you are doing in this course, you will be able to show future employers that you can solve real world problems with Salesforce — a critical skill in the modern economy.
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4 vidéos17 lectures4 devoirs2 sujets de discussion2 laboratoires non notés1 plugin
Instructeurs
Évaluations de l’enseignant
4.8 (108 évaluations)
Recommandé si vous êtes intéressé(e) par Business Essentials
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