Opportunity Management in Salesforce
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课程主页: https://www.coursera.org/learn/opportunity-management-in-salesforce
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课程简介课程总结:在Salesforce中机会管理 《在Salesforce中机会管理》是Salesforce销售运营专业证书的第三门课程,旨在为那些对入门级销售角色感兴趣的人提供基础技能,特别是销售运营专员的角色。该课程重点介绍如何利用Salesforce工具来管理机会并在实际商业环境中达成销售交易。 课程内容涵盖了如何支持销售团队优化机会管理流程,销售运营专员将帮助客户经理有效地推动机会在销售管道中的进展,并高效地完成交易。参与者将学习如何使用Salesforce中的产品、价格表、报价、合同和订单等工具,这些都是对任何希望进入销售行业的人来说至关重要的技能。 课程推荐(但并非必需)学员具备一定的销售和CRM基础知识,以及对Salesforce平台导航的基本理解。即使是完全新手,也可以在本课程中成功完成学习,虽然可能需要额外的努力。 通过注册本课程,您将迈出启动Salesforce职业生涯的下一步,恭喜您继续这个激动人心的旅程! 课程大纲如下: 1. 支持客户经理:了解合格线索从SDR到客户经理的交接,以及Salesforce Chatter如何帮助他们保持协同工作。深入了解销售管道及机会管理的内涵。 2. 在Salesforce中处理机会:学习机会管理工具并亲自操作,帮助客户经理高效开展工作,完成第一个独立项目,创造有价值的作品集。 3. 在销售过程中使用产品、价格表和报价:探索如何利用这些标准对象推动潜在销售交易的进展,提升作为销售运营专员的竞争力。 4. 合同和订单:学习支持客户经理完成交易的技能。关键在于确保销售团队成功赢得交易,使潜在客户通过签署合同成为公司的付费客户。 通过学习这一课程,学员将为自己的职业发展打下坚实基础。
课程大纲Name:Supporting Account Executives
Description:Welcome to Opportunity Management in Salesforce, the third course in the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about the handoff of qualified leads (i.e., prospects) from SDRs to account executives, and how Salesforce Chatter can help ensure that they stay on the same page during this process. You'll also learn more about the account executive role on a sales team, how you can support them as a sales ops specialist, and you'll dive into the sales pipeline to fully understand what opportunity management entails. Let's get started!
Name:Working with Opportunities in Salesforce
Description:Welcome to the second week of Opportunity Management in Salesforce! Last week, you gained the conceptual foundation you need to understand the role of the account executive and how they work to progress prospects through each stage of the sales pipeline en route to closing the deal. Now, this week, you are going to work hands on with opportunity management tools in Salesforce that you can leverage to empower AEs to do their jobs as effectively and efficiently as possible. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.
Name:Using Products, Price Books, and Quotes in the Sales Process
Description:Welcome to the third week of Opportunity Management in Salesforce! This week, you will dive into working with Products, Price Books, and Quotes in Salesforce, and learn how these standard objects help account executives move potential sales deals closer to the finish line. Keep in mind that by learning these more advanced Salesforce skills, you are setting yourself apart as a very strong candidate not only for the sales ops specialist role, but for any entry level sales job.
Name:Contracts and Orders
Description:Welcome to Week 4, the final week of Opportunity Management in Salesforce! You’ve done a great job making it this far, so take a moment to acknowledge and appreciate your effort. Learning opportunity management tools in Salesforce is tough — so congratulations on making it to this point! You’re putting in great work that’s going to have a big payoff. This week, you'll learn how to support AEs in the next stage of the sales process: closing deals. At this point, the sales team has put in a lot of effort into each and every opportunity, so it's important that you learn the skills and practices that will help ensure that the sales team actually wins those deals. Keep in mind that winning a deal means a prospect has signed a contract and has become a paying customer with your company. And remember, your number one goal as a sales ops specialist is to help a sales team win deals as efficiently and consistently as possible.
课程评论(0条)The third course in the Salesforce Sales Operations Professional Certificate, Opportunity 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 opportunities and close sales deals in a real world business setting. This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce 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!
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