Sales and CRM Overview

This course is part of Salesforce Sales Operations Professional Certificate

Instructors: Trailhead +2 more

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What you'll learn

  •   Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.
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  •   Articulate use cases for how Salesforce can provide value to sales teams.
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  •   Navigate Trailhead, the official learning platform of Salesforce.
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  •   Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud.
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  • Skills you'll gain

  •   Sales Development
  •   Data Management
  •   B2B Sales
  •   Sales Process
  •   Sales
  •   Data Cleansing
  •   Sales Operations
  •   Customer Relationship Management
  •   Databases
  •   Customer Data Management
  •   Customer Relationship Management (CRM) Software
  •   Business-To-Consumer
  •   Salesforce
  • There are 4 modules in this course

    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.

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    Data that Matters in CRM

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