This course is part of the Salesforce Sales Operations Professional Certificate

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Offered By

Salesforce

Pathstream

Salesforce Sales Operations Professional CertificateSalesforce

About this Course

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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.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 1 of 4 in the

Salesforce Sales Operations Professional Certificate

Beginner Level

This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.

Approx. 22 hours to complete

English

What you will 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 will gain

CRM
Sales Operations
Sales
Salesforce Sales Cloud
Salesforce

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 1 of 4 in the

Salesforce Sales Operations Professional Certificate

Beginner Level

This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.

Approx. 22 hours to complete

English

Instructors

Instructor rating

4.76/5 (220 Ratings)

Offered by

Salesforce

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

Syllabus - What you will learn from this course

Content Rating96%(14,288 ratings)

Week1

Week 1

7 hours to complete

Salesforce for Business

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!

7 hours to complete

6 videos (Total 20 min), 16 readings, 4 quizzes

6 videos

Welcome to the Professional Certificate!4mThe Sales Operations Specialist Role3mWelcome to the Course1mWelcome to Week 11mChallenges Business Face4mWho Uses Salesforce3m

16 readings

What is Pathstream?10mAdditional Careers in Salesforce10mA Brief History of Salesforce20mSales and CRM Overview Course Syllabus 15mHow to Be Successful in the Course 20mHow to Use Discussion Forums10mGet to Know Your Classmates10mThe What and Why of CRM10mTracking Customer Relationship Information for Businesses10mDifficult Challenges Require Elegant Solutions20mReview of the Sales Ops Specialist Role10mSalesforce 10110mThe Flexibility of Salesforce10mWhat Types of Businesses Use Salesforce?10mIntro to Salesforce Essentials5mWeek 1 Recap10m

4 practice exercises

Careers in Salesforce10mWhat is CRM?10mFlexibility of Salesforce10mSalesforce for Business 50m

Week2

Week 2

5 hours to complete

The Sales Process

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!

5 hours to complete

4 videos (Total 10 min), 12 readings, 4 quizzes

4 videos

Welcome to Week 22mB2C vs. B2B Sales: Differences and Similarities2mReview of the Sales Process2mSales Process Examples2m

12 readings

The Sales Process & Why It Matters10mSales 101: What Are We Selling?10mDifferent Sales Models10mAn Organized Approach to Selling10mStage 1: Prospecting20mStage 2: Qualifying20mStage 3 & 4: Presenting & Closing15mStage 5: Customer Success10mThe Sales Process & CRMs10mHow Does the Sales Process Vary Based on Company and Products?5mHow Are Sales Teams Organized? 10mWeek 2 Recap10m

4 practice exercises

Types of Sales15mThe Steps of the Sales Process15mRoles on a Sales Team15mThe Sales Process 50m

Week3

Week 3

4 hours to complete

Data that Matters in CRM

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!

4 hours to complete

2 videos (Total 4 min), 9 readings, 3 quizzes

2 videos

Welcome to Week 32mDatabases and Data Hygiene 1m

9 readings

Data That Matters10mTracking Sales Data Using CRM20mThe Importance of Data Hygiene15mThe Cost of Bad Data15mCRMs: Moving from Simple to Complex5mSticky Notes as a CRM10mSpreadsheets as a CRM15mIntro to Salesforce as a CRM5mWeek 3 Recap10m

3 practice exercises

Tracking and Maintaining Sales Data30mTypes of CRMs30mCRM for the Sales Operations Specialist45m

Week4

Week 4

7 hours to complete

The Sales Cloud

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!

7 hours to complete

6 videos (Total 17 min), 16 readings, 5 quizzes

6 videos

Welcome to Week 41mSalesforce Updates and Customization3mStructure of a Resume3mResume Best Practices4mCourse Recap2mCongratulations! 36s

16 readings

Salesforce & Why It Matters10mTrailhead Overview10mSet Up Your Trailhead Account20mTrailhead Basics20mTrailhead Playgrounds15mI Need Help Verifying My Badge5mA Note about Software Updates20mSalesforce CRM45mSales Cloud Basics45mI Need Help Verifying My Badge5mWeek 4 Recap10mCareer Support Information5mPreparing for the Job Search10mWhy Resumes Matter5mPreparing Your Resume30mWant to Become a Salesforce Administrator?15m

2 practice exercises

Trailhead Playground30mSales Cloud CRM30m

Reviews

4.6

139 reviews

5 stars
76.96%
4 stars
15.53%
3 stars
3.14%
2 stars
0.69%
1 star
3.66%

TOP REVIEWS FROM SALES AND CRM OVERVIEW

by JMAug 15, 2021

Good overview, good insight into Salesforce, Salesforce cloud and CRMs in general. Program was slow to respond to input at times.

by RTJun 13, 2021

This course enabled me to know more about the CRM and to discover that it can also be useful in financial service.

by RDJan 19, 2022

it was good, learned a lotsof things as a beginner. Trailhead should make more interactive videos with salesforce.

by HSSep 3, 2022

Very Interactive course, guides you at every point and thus helps in better learning experience. The assignments also help to refresh the course and also tests the application of learning to the full.

View all reviews

About the Salesforce Sales Operations Professional Certificate

The Salesforce economy will create more than $1 trillion in new revenue and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce's official learning platform — this certificate 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 certificate is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. Through four courses, you will learn the fundamentals of CRM, how to manage leads in Salesforce, how to manage opportunities in Salesforce, how to use Salesforce to ensure customer success, and how to effectively leverage Salesforce data through reports and dashboards.

Frequently Asked Questions

When will I have access to the lectures and assignments?
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:
The course may not offer an audit option. 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. If you only want to read and view the course content, you can audit the course for free.

More questions? Visit the Learner Help Center.

Sales and CRM Overview

About this Course

What you will learn

Skills you will gain

Instructors

Trailhead

Angela Prakash

Anthony Jones

Offered by

Salesforce

Pathstream

Syllabus - What you will learn from this course

Salesforce for Business

The Sales Process

Data that Matters in CRM

The Sales Cloud

Reviews

TOP REVIEWS FROM SALES AND CRM OVERVIEW

About the Salesforce Sales Operations Professional Certificate

Frequently Asked Questions

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Sales and CRM Overview

About this Course

What you will learn

Skills you will gain

Instructors

Trailhead

Angela Prakash

Anthony Jones

Offered by

Salesforce

Pathstream

Syllabus - What you will learn from this course

Salesforce for Business

The Sales Process

Data that Matters in CRM

The Sales Cloud

Reviews

TOP REVIEWS FROM SALES AND CRM OVERVIEW

About the Salesforce Sales Operations Professional Certificate

Frequently Asked Questions

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Learn Something New

Popular Data Science Courses

Popular Computer Science & IT Courses

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