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Boosting Productivity through the Tech Stack
  • Level Foundation
  • Duration 30 hours
  • Course by Salesforce
  • Offered by

About

This is Course 4 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete the course, please ensure you have taken Course 1: Groundwork for Success in Sales Development, Course 2: Foundations for Interviewing with Confidence, and 3: Conversational Selling Playbook for SDRs. This course demonstrates how to enhance productivity by implementing tech tools that streamline your SDR workflow. You’ll be introduced to a variety of best-in-class sales software that will help you achieve the most optimal results — every time. By the end of the course, you’ll feel confident in formulating bulletproof outreach strategies in order to engage with prospective customers. Course 4 in the Sales Development Representative (SDR) Professional Certificate will give you the necessary skills to launch a career in the non-technical side of the tech industry. By the end of the course, you will be able to: - Examine and navigate the tech stack and stay up-to-date on the latest tech tools used in the tech sales workforce - Understand the basic principles of customer relation management (CRM) tools and how to use them effectively as part of your workflow - Use sales intelligence tools to find prospects and optimize your workflow - Formulate bulletproof outreach strategies to engage with prospective customers - Apply the power of social media and video to find and connect with prospects To be successful in this course, you should have: - An ability to communicate in verbal and written form in a way that is accessible and understandable by a general audience (you don’t need to be formal or refined) - Baseline computer literacy (you must be able to use a word processor, web search, and email) - Familiarity with social media, including LinkedIn - Ability and willingness to learn new technology tools - Motivation to grow personally and professionally - Hunger for feedback and coaching - Successfully completed the previous courses in this training

Modules

Introduction to Course

    • 3 Videos
    • 1 Readings
    • 1 Discussion
Show info about module content

1 Discussions

  • Meet and Greet

3 Videos

  • Boosting Productivity through the Tech Stack
  • Course Introduction
  • Instructor Introduction Video

1 Readings

  • Syllabus

Turbocharging the Workflow Through Tech

    • 3 Videos
    • 1 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Turbocharging the Workflow through Tech

3 Videos

  • Turbocharging the SDR Workflow through Tech
  • Integrating Tech Tools into the SDR Workflow
  • Tools to Boost Productivity

1 Readings

  • How to Schedule Emails with Boomerang for Gmail

Keeping Up With The Evolving Tech Stack

    • 1 Videos
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Keeping Up with the Evolving Tech Stack

1 Videos

  • Keeping Up with the Evolving Tech Stack

Becoming Savvy and Skilful with Tech Tools

    • 2 Videos
    • 1 Discussion
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz - Becoming Savvy and Skilful With Tech Tools
  • Graded Quiz - Building Your Tech Stack

1 Discussions

  • Researching the Sales Stack

2 Videos

  • Becoming Savvy and Skillful with Tech Tools
  • Review of Week 1: Tech Tool Basics for Sales Development

Understanding Basic Principles of Customer Relationship Management (CRM) Tools

    • 1 Videos
    • 5 Readings
    • 1 Discussion
    • 4 Plugin
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Understanding Basic Principles of Customer Relationship Management (CRM) Tools

1 Discussions

  • Learning Salesforce through Trailhead

1 Videos

  • What Is a CRM?

5 Readings

  • Introduction to Trailhead
  • Introduction to Salesforce
  • Salesforce Classic vs. Lightning Experience
  • CRM Basics for Lightning Experience
  • Understanding the Basics of Sales Cloud

Using Salesforce like a Pro

    • 2 Videos
    • 5 Readings
    • 1 Discussion
    • 4 Plugin
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Using Salesforce Like a Pro

1 Discussions

  • Learning Salesforce - Part 2

2 Videos

  • Using CRM Tools Like a Pro
  • If It's Not in Salesforce, It Doesn't Exist

5 Readings

  • Build Connections and Relationships with Salesforce
  • Power Your Sales Process
  • Visualize and Present Key Business Metrics
  • Share and Collaborate with Chatter
  • Collaborate on the Go!

Using Salesforce With Strategy and Creativity

    • 1 Videos
    • 5 Readings
    • 1 Discussion
    • 3 Plugin
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Using Salesforce with Strategy and Creativity

1 Discussions

  • Learning from Mistakes

1 Videos

  • Using Salesforce with Strategy and Creativity

5 Readings

  • Improve Your Pipeline with Strategic Prospecting
  • Sell Effectively with Design Thinking
  • Use Design Thinking to Build Your Sales Pipeline
  • Amp Up Your Productivity with Better Digital Habits
  • Practical Guide: Get the Most out of Your Day

Transforming the Sales Experience through AI

    • 2 Videos
    • 2 Readings
    • 1 Discussion
    • 1 Plugin
    • 1 Assignment
Show info about module content

1 Assignment

  • Graded Quiz - Transforming the Sales Experience through AI

1 Discussions

  • Shaping the Future of Sales

2 Videos

  • Transforming the Sales Experience through AI
  • Review of Week 2: Ground Your Workflow with Salesforce

2 Readings

  • Imagining the Future of Sales
  • Close More Deals Using AI for Sales

Understanding the Basic Principles of Data Enrichment Tools

    • 2 Videos
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Understanding the Basic Principles of Data Enrichment Tools

2 Videos

  • Introduction to Sales Intelligence
  • Introduction to Data Enrichment Tools

Using Data Enrichment Tools Like a Pro

    • 1 Videos
    • 1 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Using Data Enrichment Tools Like a Pro

1 Videos

  • Using Data Enrichment Tools Like a Pro

1 Readings

  • Strategies for Effective Data Enrichment

Understanding the Basic Principles of Calling Tools

    • 2 Videos
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Understanding Basic Principles of Calling Tools

2 Videos

  • Introduction to Call Analysis Tools
  • Introduction to Power Dialers

Finding prospect information with LinkedIn Sales Navigator

    • 3 Videos
    • 1 Discussion
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz - Practicing with LinkedIn Sales Navigator
  • Graded Quiz - Optimizing Your Workflow with Data Enrichment Tools

1 Discussions

  • Overcoming Obstacles in LinkedIn Sales Navigator

3 Videos

  • Introduction to LinkedIn Sales Navigator
  • SDR Best Prospecting Practice: LinkedIn Prospect List Development
  • Review of Week 3: Optimize Your Workflow with Sales Intelligence Tools

Conducting Outreach Using Sales Engagement Tools

    • 1 Videos
    • 1 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Conducting Outreach Using Sales Engagement Tools

1 Videos

  • Introduction to Sales Engagement

1 Readings

  • Introduction to Outreach Management

Using Sales Engagement Tools Like a Pro

    • 2 Videos
    • 1 Readings
    • 2 Assignment
Show info about module content

2 Assignment

  • Practice Quiz - Using Sales Engagement Tools Like a Pro
  • Graded Quiz - Strategize, Interact, and Track with Sales Engagement Tools

2 Videos

  • Using Sales Engagement Tools Like a Pro
  • Review of Week 4: Strategize, Interact, and Track with Sales Engagement Tools

1 Readings

  • Concrete Strategies for Effective Sales Engagement

Basic Principles of Social Selling Tools

    • 1 Videos
    • 2 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Basic Principles of Social Selling Tools

1 Videos

  • Introduction to Social Selling Tools

2 Readings

  • Strategies for Effective Social Selling
  • Building Your Brand on LinkedIn

Using Social Selling Like a Pro

    • 2 Videos
    • 1 Readings
    • 1 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Using Social Selling Like a Pro

1 Discussions

  • Becoming Aware of Your Social Selling Index (SSI) Score

2 Videos

  • Using Social Selling Tools Like a Pro
  • Concrete Strategies for LinkedIn

1 Readings

  • Social Selling Index

Practicing with LinkedIn InMail

    • 1 Videos
    • 1 Readings
    • 1 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Practicing with LinkedIn InMail

1 Discussions

  • Getting Amped about LinkedIn InMail

1 Videos

  • Introduction to LinkedIn InMail and Direct Message

1 Readings

  • InMail vs. Email

Using Video Prospecting Tools Like a Pro

    • 6 Videos
    • 1 Discussion
    • 1 PeerReview
    • 1 Assignment
Show info about module content

1 Assignment

  • Practice Quiz - Using Video Prospecting Tools Like a Pro

1 Peer Review

  • Creating Leverage with Social Media and Video Prospecting Tools

1 Discussions

  • Putting the PACE in Social Selling

6 Videos

  • Introduction to Video Prospecting
  • Using Video Prospecting Tools Like a Pro
  • Review of Week 5: Create Leverage with Social Media and Video Prospecting Tools
  • Course Review: Boosting Productivity through the Tech Stack
  • Introduction to the Mock Company
  • Peer Review Instructions and Sample

Auto Summary

Boosting Productivity through the Tech Stack is a foundational course in the Salesforce Sales Development Representative Professional Certificate. Led by Coursera, this course focuses on enhancing productivity using advanced tech tools to streamline SDR workflows. Over 1800 minutes, learners will explore sales software, CRM tools, sales intelligence, and social media strategies. Ideal for those with basic computer literacy and a drive for professional growth, this course is available with Starter and Professional subscriptions. Perfect for aspiring SDRs aiming to excel in the non-technical side of the tech industry.

Trailhead
Instructors

Trailhead

Paige Caldwell
Instructors

Paige Caldwell

Jolyn Cafferata
Instructors

Jolyn Cafferata

Luis Cazares
Instructors

Luis Cazares

Richard Yang
Instructors

Richard Yang

Allie Kaiser
Instructors

Allie Kaiser

Eric Bryan
Instructors

Eric Bryan

Loren Crundwell
Instructors

Loren Crundwell