Salesforce
Operaciones de ventas de Salesforce Professional Certificate
Salesforce

Operaciones de ventas de Salesforce Professional Certificate

Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.

Taught in Spanish

Trailhead
Anthony Jones
Angela Prakash

Instructors: Trailhead

Included with Coursera Plus

Professional Certificate - 4 course series

Earn a career credential that demonstrates your expertise

Beginner level

Recommended experience

3 months at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Build reports, charts and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives.

  • Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts.

Details to know

Shareable certificate

Add to your LinkedIn profile

Professional Certificate - 4 course series

Earn a career credential that demonstrates your expertise

Beginner level

Recommended experience

3 months at 10 hours a week
Flexible schedule
Learn at your own pace

See how employees at top companies are mastering in-demand skills

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Prepare for a career in Business

  • Receive professional-level training from Salesforce
  • Demonstrate your proficiency in portfolio-ready projects
  • Earn an employer-recognized certificate from Salesforce
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Get exclusive access to career resources upon completion

  • Resume review

    Improve your resume and LinkedIn with personalized feedback

  • Interview prep

    Practice your skills with interactive tools and mock interviews

  • Career support

    Plan your career move with Coursera's job search guide

¹Based on Coursera learner outcome survey responses, United States, 2021.

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Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

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Professional Certificate - 4 course series

Resumen de ventas y CRM

Course 122 hours

What you'll learn

  • Explique cómo funciona el CRM en el contexto de ventas, mercadeo y servicio al cliente en las empresas modernas.

  • Articule casos de uso sobre cómo Salesforce puede proporcionar valor a los equipos de ventas.

  • Navegue por Trailhead, la plataforma de aprendizaje oficial de Salesforce.

  • Demuestre un conocimiento práctico de los aspectos básicos de Salesforce Sales Cloud.

What you'll learn

  • Demostrar un conocimiento profundo de cómo trabajan juntos los equipos de ventas durante el proceso de captación de clientes potenciales.

  • Diferenciar entre objetos, campos y registros de Salesforce en relación con la administración de datos del personal de ventas de Salesforce.

  • Importar datos a Salesforce y administrar la comunicación con los contactos y la calificación de los clientes potenciales.

What you'll learn

  • Describa de qué actividades de ventas suele ser responsable un ejecutivo de cuentas y cómo las apoyaría un especialista en operaciones de ventas.

  • Demostrar cómo los equipos de ventas hacen progresar las oportunidades mediante el proceso de ventas y cierran acuerdos en Salesforce.

  • Demostrar competencia en Salesforce Sales Cloud Lightning mediante la gestión de cuentas, oportunidades, productos, presupuestos y contratos.

What you'll learn

  • Entienda los procesos del agente de servicio o soporte y realícelos bien utilizando Case Management y Knowledge de Salesforce en Service Cloud.

  • Identifique el valor de usar Sales Cloud para crear informes para rastrear, mejorar y pronosticar varios aspectos del proceso de ventas

  • Cree informes, gráficos y paneles para comunicar información relevante sobre el rendimiento de ventas a las partes interesadas y ejecutivos.

Instructors

Trailhead
Salesforce
16 Courses104,432 learners

Offered by

Salesforce
Pathstream

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