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!
AA
I loved this course. Pathstream did a great job organizing the material and making it fun to learn.
RV
This course is a treat for the people who wanted to learn the fundamentals of Salesforce CRM and Lead Mangement in Salesforce.
GG
Great for beginners. The hands-on projects are the best way to learn by doing. I love this approach.
FI
This is a good course that teaches you how to efficient use salesforce application and also teaches you everything you need to know about the act of selling. This is a wonderful course
TR
The coursework is well organized and offers video, reading information, and hands-on work. I like that combination to help me practice the skills because that's how I learn best!
OA
Excellent course content! I particularly appreciate the practicality of the independent projects.
HM
This was great. The only issue I could not get last was the videos not loading during some of the activities.
KB
Really interesting course. I am glad I decided to learn Salesforce by using this course. Thanks
RE
The hands-on activities are easy to follow and I have gained better understanding of leads conversion to prospects in a short span of time.
DN
Thank you so much. I am thoroughly enjoying learning for this series of course. 2/4. Two down, two to go.
TP
Great to explore the way of lead to prospect and how Sales OPS Specialist can empower the Marketing Associate and Sales Development Representative to boot their sales.
PD
Great course which provides overall insights into the Sales process and detailed info on Lead Management practices
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This course was super helpful in introducing me to the Salesforce platform through the lens of a Business Development process. I've already started to consider how I may implement my learnings as my team launches our Salesforce instance.
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
The experience here is wonderful, as it is exciting. I am getting to know what I never knew before. opening new frontiers for me. I am really indebted to you all. Thank you.
Too much toggling between coursera and salesforce trailhead environment.
Will not recommend this course.
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.
I enjoyed the course content and the course labs. I encourage beginners who want to learn CRM to take this course. This course aligned with my learning style of reading from short paragraphs and skimming out the important details. The graded quizzes have unlimited attempts and they actually test all your conceptual knowledge of the readings, videos, and the lab content.
This is a good course that teaches you how to efficient use salesforce application and also teaches you everything you need to know about the act of selling. This is a wonderful course
Instructions were clear and creating a portfolio is really a briliiant idea to present your skills and what you've learned. I highly recommend especially to marketing professionals.
The coursework is well organized and offers video, reading information, and hands-on work. I like that combination to help me practice the skills because that's how I learn best!
Great to explore the way of lead to prospect and how Sales OPS Specialist can empower the Marketing Associate and Sales Development Representative to boot their sales.
the course is well taught with relatable examples. The course materials are also great. I highly recommend this course for anyone who is interested in taking it.
I learned a lot in this course and it was very important to my career and it gives me confident at work. Very excited to continue through this course program!
Curso te muestra distintas maneras de trabajar con las oportunidades en Salesforce. Te presenta la terminologia ligada a esta funcionalidad.
The hands-on activities are easy to follow and I have gained better understanding of leads conversion to prospects in a short span of time.
This course is a treat for the people who wanted to learn the fundamentals of Salesforce CRM and Lead Mangement in Salesforce.
Love the course, if you want to upgrade your sales knowledge and skill, it's a highly recommended course. I have learnt a lot
It is a great learning platform, each step is explained in a very brief and helpful to understanding Salesforce,Thank you
Thanks, Anthony Jones and Angela Prakash. The learning has been very enriching. Looking forward to the next two modules.
Great course which provides overall insights into the Sales process and detailed info on Lead Management practices
Thank you so much. I am thoroughly enjoying learning for this series of course. 2/4. Two down, two to go.