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.
Sales and CRM Overview
Sales and CRM Overview
This course is part of Salesforce Sales Operations Professional Certificate
Instructors: Trailhead
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Gain insight into a topic and learn the fundamentals.
4.6
(1,293 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.
Skills you'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Assessments
13 assignments
Taught in English
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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
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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
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Learner reviews
4.6
1,293 reviews
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Showing 3 of 1293
TP
5
Reviewed on Dec 19, 2023
This course is very valuable to start with Salesforce. It also provides the foundational of sales like procedures in sales, some terms. Believe me, you should choose this course for your next career.
RV
5
Reviewed on Jul 18, 2023
Except the badge verification issue, The course is great to peruse. Welle explained modules and a great real-time tool experience on Salesforce.
EA
5
Reviewed on Mar 6, 2023
This course provokes thoughts and critical thinking in Customer Relationship Management using Salesforce - sales and service cloud (Software as a Service).
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Frequently asked questions
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
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