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Opportunity Management in Salesforce

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!

状态:Sales Operations
状态:Collaborative Software
初级课程小时

精选评论

PD

5.0评论日期:Aug 27, 2024

Ultimate course to learn the concepts of Opportunity Management

GP

5.0评论日期:Sep 20, 2021

This was an amazing course with detailed tutorials and highly recommended

DE

5.0评论日期:Dec 28, 2022

Was very helpful in showing me how to build contracts and certain objects that an AE would need. Trialhead had some interesting issues when trying to do the challenges though.

AL

5.0评论日期:Dec 15, 2025

Clear and simple content, not only for newbies but also to review core concepts and ideas

MK

5.0评论日期:Jun 20, 2023

Exceptionally good training. Very much hands-on practical sessions. It was worth it

AM

5.0评论日期:Jul 3, 2022

Nice course for beginners who had never worked on the Salesforce platform.

AH

5.0评论日期:Jul 14, 2022

g​reat course to trake you step by step in using salesforce for sdtages inopportunities closing and settin up product and pricebook

所有审阅

显示:20/41

Margaret Ikuru
5.0
评论日期:Aug 2, 2021
Roaa F
2.0
评论日期:May 31, 2023
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评论日期:Nov 27, 2024
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5.0
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评论日期:Aug 21, 2021
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5.0
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