Chevron Left
Back to Lead Management in Salesforce

Learner Reviews & Feedback for Lead Management in Salesforce by Salesforce

22 ratings
2 reviews

About the Course

The second course in the Salesforce Sales Operations Professional Certificate, Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting. This second course will give you a foundational understanding of how to help sales and marketing teams optimize the lead management process. Specifically, this course shows how a sales operations specialist would support a marketing associate and sales development representative to make the lead management more effective and efficient. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. These are crucial skills for anyone interested in entry level sales jobs. For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!...

Top reviews

Filter by:

1 - 3 of 3 Reviews for Lead Management in Salesforce

By Michelle P

Jul 15, 2021

In my role, I see opportunities from my partner reps in a variety of stages, from suspect to booked, but had no idea of who does what and when. I've seen tasks and history and this course gave me greater insight of when you use them and why. At my previous company (not an SFDC user), the only time I saw any comments or history was on very large accounts, and even then it was not consistently used across the sales org. Probably why the team was a little discombobulated. This course was very instrumental in giving me more foundational info on the ins and outs of Salesforce and will be helpful if I needed to work with my partner reps.

By nasreen q

Jul 15, 2021

Great breakdown of roles, and hands on learning tools via guided projects. Course 2 was well thought out had additional information if you want to pursue Salesforce as a career

By Zubin B

Jun 5, 2021

This was a very good learning experience. I learned about various things like roles and responsibilities of marketing associates and SDrs and how Salesforce can help them. I also learned about how can SDRs handoff prospects to Account Executives in Salesforce. I learned about various lead management tools. I am giving four stars because of Independent project part B. This project is not designed properly. The criterias of the first task of this project are so weird like in filter select manager and when I did it no results were shown which lead to non completion of project.