- Customer Success Management
- Sales Management
- Salesforce
- Sales Strategy
- Data Visualization
- Data-Driven Decision-Making
- Performance Reporting
- Sales Enablement
- Customer Service
- Business Reporting
- Customer and Client Support
- Sales Operations
Reports, Dashboards, and Customer Success in Salesforce
Completed by Natalie Redpath
July 29, 2024
28 hours (approximately)
Natalie Redpath's account is verified. Coursera certifies their successful completion of Reports, Dashboards, and Customer Success in Salesforce
What you will learn
Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.