Sales and CRM Overview
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.
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- Level Foundation
- Duration 44 hours
- Course by Salesforce
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Offered by
About
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.Modules
Introduction to the Professional Certificate and Job Role
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2
Videos
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3
Readings
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1
Assignment
1
Assignment
- Careers in Salesforce
2
Videos
- Welcome to the Professional Certificate!
- The Sales Operations Specialist Role
3
Readings
- What is Pathstream?
- Additional Careers in Salesforce
- A Brief History of Salesforce
Introduction to the Course
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1
Videos
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4
Readings
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1
Discussion
1
Discussions
- Meet and Greet
1
Videos
- Welcome to the Course
4
Readings
- Sales and CRM Overview Course Syllabus
- How to Be Successful in the Course
- How to Use Discussion Forums
- Get to Know Your Classmates
The What and Why of CRM
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2
Videos
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3
Readings
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1
Discussion
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2
Plugin
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1
Assignment
1
Assignment
- What is CRM?
1
Discussions
- How Do You Track Information About Your Relationships?
2
Videos
- Welcome to Week 1
- Challenges Business Face
3
Readings
- The What and Why of CRM
- Tracking Customer Relationship Information for Businesses
- Difficult Challenges Require Elegant Solutions
Understanding Salesforce
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1
Videos
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6
Readings
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2
Discussion
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2
Plugin
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2
Assignment
2
Assignment
- Flexibility of Salesforce
- Salesforce for Business
2
Discussions
- Your Previous Salesforce Knowledge
- Salesforce Use Cases
1
Videos
- Who Uses Salesforce
6
Readings
- Review of the Sales Ops Specialist Role
- Salesforce 101
- The Flexibility of Salesforce
- What Types of Businesses Use Salesforce?
- Intro to Salesforce Essentials
- Week 1 Recap
Understanding Sales
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2
Videos
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3
Readings
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2
Plugin
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1
Assignment
1
Assignment
- Types of Sales
2
Videos
- Welcome to Week 2
- B2C vs. B2B Sales: Differences and Similarities
3
Readings
- The Sales Process & Why It Matters
- Sales 101: What Are We Selling?
- Different Sales Models
The Sales Process, Part 1
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1
Videos
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6
Readings
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1
Assignment
1
Assignment
- The Steps of the Sales Process
1
Videos
- Review of the Sales Process
6
Readings
- An Organized Approach to Selling
- Stage 1: Prospecting
- Stage 2: Qualifying
- Stage 3 & 4: Presenting & Closing
- Stage 5: Customer Success
- The Sales Process & CRMs
The Sales Process, Part 2
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1
Videos
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3
Readings
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1
Discussion
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1
Plugin
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2
Assignment
2
Assignment
- Roles on a Sales Team
- The Sales Process
1
Discussions
- Unique Sales Processes
1
Videos
- Sales Process Examples
3
Readings
- How Does the Sales Process Vary Based on Company and Products?
- How Are Sales Teams Organized?
- Week 2 Recap
Tracking Sales Data
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2
Videos
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4
Readings
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1
Discussion
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1
Assignment
1
Assignment
- Tracking and Maintaining Sales Data
1
Discussions
- Sales and Data Hygiene
2
Videos
- Welcome to Week 3
- Databases and Data Hygiene
4
Readings
- Data That Matters
- Tracking Sales Data Using CRM
- The Importance of Data Hygiene
- The Cost of Bad Data
Sales Databases
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5
Readings
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3
Plugin
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2
Assignment
2
Assignment
- Types of CRMs
- CRM for the Sales Operations Specialist
5
Readings
- CRMs: Moving from Simple to Complex
- Sticky Notes as a CRM
- Spreadsheets as a CRM
- Intro to Salesforce as a CRM
- Week 3 Recap
Introduction to Trailhead
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1
Videos
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5
Readings
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1
Assignment
1
Assignment
- Trailhead Playground
1
Videos
- Welcome to Week 4
5
Readings
- Salesforce & Why It Matters
- Trailhead Overview
- Set Up Your Trailhead Account
- Trailhead Basics
- Trailhead Playgrounds
Salesforce Sales Cloud
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1
Videos
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4
Readings
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1
Assignment
1
Assignment
- Sales Cloud CRM
1
Videos
- Salesforce Updates and Customization
4
Readings
- A Note about Software Updates
- Salesforce CRM
- Sales Cloud Basics
- Week 4 Recap
Career Support
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2
Videos
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4
Readings
2
Videos
- Structure of a Resume
- Resume Best Practices
4
Readings
- Career Support Information
- Preparing for the Job Search
- Why Resumes Matter
- Preparing Your Resume
Course Wrap Up
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2
Videos
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1
Readings
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1
Discussion
1
Discussions
- Your Learning Journey
2
Videos
- Course Recap
- Congratulations!
1
Readings
- Want to Become a Salesforce Administrator?
Auto Summary
Embark on your journey into the world of sales with the "Sales and CRM Overview" course, proudly offered by Coursera. This foundational course is tailored for beginners eager to step into entry-level sales roles, such as a sales operations specialist, without any prior experience in Salesforce, sales, or Customer Relationship Management (CRM). Throughout the course, you'll explore the basics of the sales process, delve into the purpose and functionality of CRM systems, and gain practical knowledge of Salesforce's key products and their applications. A significant focus will be on the Salesforce Sales Cloud, equipping you with the essential skills to support business growth. Spanning a comprehensive 2640 minutes, this course serves as the perfect starting point for your Salesforce learning journey, laying the groundwork for more advanced tools and concepts covered in subsequent courses. For those with existing sales and CRM experience, or looking for more in-depth Salesforce content, it is advisable to proceed directly to Course 2: Lead Management in Salesforce. With flexible subscription options, including the Starter plan, this course offers an accessible and structured pathway to launching your new career in sales. Join now and take the first step toward mastering Salesforce and transforming your professional future.
Trailhead
Angela Prakash
Anthony Jones