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
There are 4 modules in this course
This course is the first of a series that aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position.
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth.
This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in Salesforce.
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!
Review of the Sales Ops Specialist Role•10 minutes
Salesforce 101•10 minutes
The Flexibility of Salesforce•10 minutes
What Types of Businesses Use Salesforce?•10 minutes
Intro to Salesforce Essentials•5 minutes
Week 1 Recap•10 minutes
4 assignments•Total 80 minutes
Salesforce for Business •50 minutes
Careers in Salesforce•10 minutes
What is CRM?•10 minutes
Flexibility of Salesforce•10 minutes
4 discussion prompts•Total 90 minutes
Meet and Greet•25 minutes
How Do You Track Information About Your Relationships?•20 minutes
Your Previous Salesforce Knowledge•15 minutes
Salesforce Use Cases•30 minutes
4 plugins•Total 29 minutes
Video Recap•10 minutes
What is CRM? by Zoho•6 minutes
Video Recap •10 minutes
Salesforce Essentials•3 minutes
The Sales Process
Module 2•5 hours to complete
Module details
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!
B2C vs. B2B Sales: Differences and Similarities•2 minutes
Review of the Sales Process•3 minutes
Sales Process Examples•2 minutes
12 readings•Total 140 minutes
The Sales Process & Why It Matters•10 minutes
Sales 101: What Are We Selling?•10 minutes
Different Sales Models•10 minutes
An Organized Approach to Selling•10 minutes
Stage 1: Prospecting•20 minutes
Stage 2: Qualifying•20 minutes
Stage 3 & 4: Presenting & Closing•15 minutes
Stage 5: Customer Success•10 minutes
The Sales Process & CRMs•10 minutes
How Does the Sales Process Vary Based on Company and Products?•5 minutes
How Are Sales Teams Organized? •10 minutes
Week 2 Recap•10 minutes
4 assignments•Total 95 minutes
The Sales Process •50 minutes
Types of Sales•15 minutes
The Steps of the Sales Process•15 minutes
Roles on a Sales Team•15 minutes
1 discussion prompt•Total 20 minutes
Unique Sales Processes•20 minutes
3 plugins•Total 18 minutes
A Day in the Life of a Sales Representative•3 minutes
Video Recap•5 minutes
Video Recap•10 minutes
Data that Matters in CRM
Module 3•4 hours to complete
Module details
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!
CRM for the Sales Operations Specialist•45 minutes
Tracking and Maintaining Sales Data•30 minutes
Types of CRMs•30 minutes
1 discussion prompt•Total 15 minutes
Sales and Data Hygiene•15 minutes
3 plugins•Total 5 minutes
The Problem with Sticky Notes•1 minute
The Problem with Spreadsheets•1 minute
Salesforce as a CRM•3 minutes
The Sales Cloud
Module 4•6 hours to complete
Module details
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!
Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers.
Trailhead is Salesforce’s free online learning platform that empowers anyone to skill up for the future. Trailhead reduces barriers to entry for all - regardless of gender, ethnicity, education level or socioeconomic background - to join the workforce of the future with access to over 800 badges covering business, tech, Salesforce and soft skills. More than 2 million learners today are skilling up and earning resume-worthy credentials on Trailhead, all while discovering new career opportunities and connecting with the vibrant Trailblazer Community. To learn more visit Trailhead.salesforce.com
Pathstream partners with leading technology companies to build branded digital skills career programs delivered through college and university partnerships. Our programs are for anyone who wants to learn the digital skills needed to succeed in the modern economy.
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D
DE
5·
Reviewed on Dec 17, 2022
Awesome introduction to CRM and sales! Not exactly what I imagined this course would cover but not in a negative way. Thanks!
J
JM
4·
Reviewed on Aug 15, 2021
Good overview, good insight into Salesforce, Salesforce cloud and CRMs in general. Program was slow to respond to input at times.
A
AW
4·
Reviewed on Sep 20, 2022
A​ good way to get started in understanding the culture of Salesforce, the many uses of the software, and the vernacular related to both the software and sales.
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To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.