Course Summary
This course provides an overview of sales and CRM (Customer Relationship Management) and how they relate to each other. Through the course, you will learn the basics of sales and CRM, including how to identify and target potential customers, how to manage customer relationships, and how to use data to improve sales and marketing strategies.Key Learning Points
- Understand the basics of sales and CRM
- Learn how to identify and target potential customers
- Discover how to manage customer relationships effectively
- Utilize data to improve sales and marketing strategies
Related Topics for further study
Learning Outcomes
- Understand the fundamentals of sales and CRM
- Develop effective customer relationship management skills
- Learn how to use data to improve sales and marketing strategies
Prerequisites or good to have knowledge before taking this course
- Basic understanding of sales and marketing
- Familiarity with data analysis tools
Course Difficulty Level
BeginnerCourse Format
- Online
- Self-paced
Similar Courses
- Sales Training: Practical Sales Techniques
- Marketing Analytics
- Digital Marketing
Related Education Paths
Notable People in This Field
- Sales Expert
- Sales Trainer and Consultant
Related Books
Description
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.
Knowledge
- 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.
Outline
- Salesforce for Business
- Welcome to the Professional Certificate!
- The Sales Operations Specialist Role
- Welcome to the Course
- Welcome to Week 1
- Challenges Business Face
- Who Uses Salesforce
- What is Pathstream?
- Additional Careers in Salesforce
- A Brief History of Salesforce
- 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
- Tracking Customer Relationship Information for Businesses
- Difficult Challenges Require Elegant Solutions
- 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
- Careers in Salesforce
- What is CRM?
- Flexibility of Salesforce
- Salesforce for Business
- The Sales Process
- Welcome to Week 2
- B2C vs. B2B Sales: Differences and Similarities
- Review of the Sales Process
- Sales Process Examples
- The Sales Process & Why It Matters
- Sales 101: What Are We Selling?
- Different Sales Models
- An Organized Approach to Selling
- Stage 1: Prospecting
- Stage 2: Qualifying
- Stage 3 & 4: Presenting & Closing
- Stage 5: Customer Success
- The Sales Process & CRMs
- How Does the Sales Process Vary Based on Company and Products?
- How Are Sales Teams Organized?
- Week 2 Recap
- Types of Sales
- The Steps of the Sales Process
- Roles on a Sales Team
- The Sales Process
- Data that Matters in CRM
- Welcome to Week 3
- Databases and Data Hygiene
- Data That Matters
- Tracking Sales Data Using CRM
- The Importance of Data Hygiene
- The Cost of Bad Data
- CRMs: Moving from Simple to Complex
- Sticky Notes as a CRM
- Spreadsheets as a CRM
- Intro to Salesforce as a CRM
- Week 3 Recap
- Tracking and Maintaining Sales Data
- Types of CRMs
- CRM for the Sales Operations Specialist
- The Sales Cloud
- Welcome to Week 4
- Salesforce Updates and Customization
- Structure of a Resume
- Resume Best Practices
- Course Recap
- Congratulations!
- Salesforce & Why It Matters
- Trailhead Overview
- Set Up Your Trailhead Account
- Trailhead Basics
- Trailhead Playgrounds
- A Note about Software Updates
- Salesforce CRM
- Sales Cloud Basics
- Week 4 Recap
- Career Support Information
- Preparing for the Job Search
- Why Resumes Matter
- Preparing Your Resume
- Want to Become a Salesforce Administrator?
- Trailhead Playground
- Sales Cloud CRM
Summary of User Reviews
Discover the world of sales and CRM with this insightful course on Coursera. Students have given this course high praise for its valuable insights and comprehensive coverage of the topic. One key aspect that many users thought was good is the practical nature of the course.Pros from User Reviews
- Valuable insights
- Comprehensive coverage
- Practical nature of the course
- Interactive assignments
- Engaging lectures
Cons from User Reviews
- Some material may be repetitive
- Lacks in-depth technical knowledge
- Limited interaction with instructors
- Not enough real-world examples
- May not be suitable for advanced learners
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