DE
5.0Reviewed Dec 17, 2022
Awesome introduction to CRM and sales! Not exactly what I imagined this course would cover but not in a negative way. Thanks!
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. 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.
Status: Databases
Status: Sales Process
BeginnerCourse21 hours
Featured reviews
AJ
5.0Reviewed Oct 8, 2023
Overall I loved the course. My main issue was that I never got to verified my Trailhead badges even thought I triple checked my id and thoroughly completed all badges required.
AW
4.0Reviewed Sep 20, 2022
A good way to get started in understanding the culture of Salesforce, the many uses of the software, and the vernacular related to both the software and sales.
JM
4.0Reviewed Aug 15, 2021
Good overview, good insight into Salesforce, Salesforce cloud and CRMs in general. Program was slow to respond to input at times.
FA
5.0Reviewed Sep 6, 2024
Provides great article links and detailed analysis into the sales process with easy-to-understand references and explanations.
SB
4.0Reviewed Mar 19, 2023
I loved the course, However, when it came to doing the modules in trailhead, it took almost 48 hours for coursa to recognize they were complete.. I wish that was a little easier.
HS
5.0Reviewed Sep 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.
AC
5.0Reviewed Sep 24, 2023
brinda buen contenido teorico, los recursos a links externos estan muy buenos y son ejemplos claros de uso de crm en empresas
MM
5.0Reviewed Feb 9, 2022
I enjoyed the experiential learnign that took place in Week 4. It solidified the ideas and material from the other weeks.
MO
5.0Reviewed Dec 10, 2023
This course was really good in helping me get the foundation of sales and salesforce , but a problem i had in this course was linking my trailhead badge to earn points for completing certain tasks
DA
5.0Reviewed Apr 17, 2024
Enjoyed this course leaning lots of new information can be a bit overwhelming, but the modules and units really help break down the subject for easier learning.
OO
5.0Reviewed Oct 16, 2023
the course is very detailed and explanatory. it also covers different area of salesforce and CRM. It also explains other career parts that can work with knowledge of salesforce