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Salesforce

Sales and CRM Overview

This course is the first of a series that aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position. 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.

状态:Data Management
状态:Customer Relationship Management
初级课程小时

精选评论

AC

5.0评论日期:Sep 24, 2023

brinda buen contenido teorico, los recursos a links externos estan muy buenos y son ejemplos claros de uso de crm en empresas

DE

5.0评论日期:Dec 17, 2022

Awesome introduction to CRM and sales! Not exactly what I imagined this course would cover but not in a negative way. Thanks!

AW

4.0评论日期:Sep 20, 2022

A​ good way to get started in understanding the culture of Salesforce, the many uses of the software, and the vernacular related to both the software and sales.

JM

4.0评论日期:Aug 15, 2021

Good overview, good insight into Salesforce, Salesforce cloud and CRMs in general. Program was slow to respond to input at times.

MO

5.0评论日期:Dec 10, 2023

This course was really good in helping me get the foundation of sales and salesforce , but a problem i had in this course was linking my trailhead badge to earn points for completing certain tasks

SB

4.0评论日期:Mar 19, 2023

I loved the course, However, when it came to doing the modules in trailhead, it took almost 48 hours for coursa to recognize they were complete.. I wish that was a little easier.

JM

5.0评论日期:Jan 4, 2026

This course is very helpful especially for those who want to gain in demand skills. It is beginner friendly and has structured steps on how to explore and navigate the Salescloud.

TP

5.0评论日期:Dec 19, 2023

This course is very valuable to start with Salesforce. It also provides the foundational of sales like procedures in sales, some terms. Believe me, you should choose this course for your next career.

OO

5.0评论日期:Oct 16, 2023

the course is very detailed and explanatory. it also covers different area of salesforce and CRM. It also explains other career parts that can work with knowledge of salesforce

DA

5.0评论日期:Apr 17, 2024

Enjoyed this course leaning lots of new information can be a bit overwhelming, but the modules and units really help break down the subject for easier learning.

BM

5.0评论日期:Dec 15, 2021

Great course, starts with basics of sales and finishes with intro to Salesforce and CRM, can't wait to dive deeper!

MM

5.0评论日期:Feb 9, 2022

I enjoyed the experiential learnign that took place in Week 4. It solidified the ideas and material from the other weeks.

所有审阅

显示:20/328

SAYANDEEP BANIK
1.0
评论日期:Jul 1, 2021
Ali Wijdan
1.0
评论日期:Jun 28, 2023
Valentina “超级大帅哥!!!!” Lu
2.0
评论日期:Jun 24, 2023
Crys
1.0
评论日期:Jul 17, 2023
Samer
1.0
评论日期:Feb 26, 2023
Tihomir Popovic
1.0
评论日期:Jun 20, 2023
Maziar Bozorgi
1.0
评论日期:Feb 7, 2023
Khadiza Selina
5.0
评论日期:Oct 27, 2021
Timothy Schirm
5.0
评论日期:Feb 18, 2022
Taher Elo
5.0
评论日期:Jun 1, 2021
Ihab Jilani
5.0
评论日期:Feb 22, 2022
Sławomir Kwaśny
1.0
评论日期:Jul 25, 2023
Anita Remešová
1.0
评论日期:Nov 13, 2022
LoveNut McArthur
5.0
评论日期:Jun 12, 2021
Mensah Otabil
5.0
评论日期:Dec 11, 2023
Anthony D. Williams Jr
5.0
评论日期:Oct 8, 2023
Rahul Vadakkeputtalath
5.0
评论日期:Jul 19, 2023
Robyn Thompson
1.0
评论日期:Aug 4, 2023
Richard Roebuck
1.0
评论日期:Jul 24, 2023
Fer Aaron
5.0
评论日期:Jul 27, 2025