Lead Management in Salesforce

This course is part of Salesforce Sales Operations Professional Certificate

Instructors: Trailhead +2 more

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What you'll learn

  •   Demonstrate an in-depth knowledge of how sales teams work together during the lead process.
  •   Differentiate between Salesforce objects, fields, and records as they relate to Salesforce data management.
  •   Import data into Salesforce and manage communication with contacts and the qualification of leads.
  • Skills you'll gain

  •   Sales Operations
  •   Customer Relationship Management (CRM) Software
  •   Lead Generation
  •   Sales Pipelines
  •   Salesforce
  •   Data Import/Export
  •   Campaign Management
  •   Sales Process
  •   Sales Development
  •   Sales Enablement
  •   Data Cleansing
  •   Sales Support
  • There are 4 modules in this course

    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!

    Organizing Leads, Campaigns, and Tasks

    Managing and Qualifying Leads

    Enhancing Sales Productivity and Converting Leads

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