Salesforce
Operaciones de ventas de Salesforce Professional Certificate
Salesforce

Operaciones de ventas de Salesforce Professional Certificate

Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.

Included with Coursera Plus

Earn a career credential that demonstrates your expertise

(5 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months at 10 hours a week
Earn a career credential
Share your expertise with employers
Earn a career credential that demonstrates your expertise

(5 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months at 10 hours a week
Earn a career credential
Share your expertise with employers

Overview

  • Build reports, charts and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives.

  • Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts.

What’s included

Shareable certificate

Add to your LinkedIn profile

Taught in Spanish
54 practice exercises

Prepare for a career in Business

  • Receive professional-level training from Salesforce
  • Demonstrate your proficiency in portfolio-ready projects
  • Earn an employer-recognized certificate from Salesforce

Professional Certificate - 4 course series

What you'll learn

  • Explique cómo funciona el CRM en el contexto de ventas, mercadeo y servicio al cliente en las empresas modernas.

  • Articule casos de uso sobre cómo Salesforce puede proporcionar valor a los equipos de ventas.

  • Navegue por Trailhead, la plataforma de aprendizaje oficial de Salesforce.

  • Demuestre un conocimiento práctico de los aspectos básicos de Salesforce Sales Cloud.

Skills you'll gain

Category: Salesforce
Category: Customer Relationship Management (CRM) Software
Category: Business-To-Consumer
Category: B2B Sales
Category: Sales Process
Category: Sales
Category: Data Management
Category: Sales Pipelines
Category: Customer Data Management
Category: Sales Management
Category: Customer Relationship Management
Category: Data Cleansing

What you'll learn

  • Demostrar un conocimiento profundo de cómo trabajan juntos los equipos de ventas durante el proceso de captación de clientes potenciales.

  • Diferenciar entre objetos, campos y registros de Salesforce en relación con la administración de datos del personal de ventas de Salesforce.

  • Importar datos a Salesforce y administrar la comunicación con los contactos y la calificación de los clientes potenciales.

Skills you'll gain

Category: Salesforce
Category: Sales Development
Category: Lead Generation
Category: Campaign Management
Category: Sales Pipelines
Category: Data Import/Export
Category: Customer Relationship Management (CRM) Software
Category: Communication Strategies
Category: Prospecting and Qualification
Category: Sales Process

What you'll learn

  • Describa de qué actividades de ventas suele ser responsable un ejecutivo de cuentas y cómo las apoyaría un especialista en operaciones de ventas.

  • Demostrar cómo los equipos de ventas hacen progresar las oportunidades mediante el proceso de ventas y cierran acuerdos en Salesforce.

  • Demostrar competencia en Salesforce Sales Cloud Lightning mediante la gestión de cuentas, oportunidades, productos, presupuestos y contratos.

Skills you'll gain

Category: Salesforce
Category: Sales
Category: Contract Management
Category: Closing (Sales)
Category: Collaborative Software
Category: Product Management
Category: Sales Process
Category: Sales Management
Category: Order Management
Category: Kanban Principles
Category: Sales Pipelines
Category: Request For Quotation (RFQ)

What you'll learn

  • Entienda los procesos del agente de servicio o soporte y realícelos bien utilizando Case Management y Knowledge de Salesforce en Service Cloud.

  • Identifique el valor de usar Sales Cloud para crear informes para rastrear, mejorar y pronosticar varios aspectos del proceso de ventas

  • Cree informes, gráficos y paneles para comunicar información relevante sobre el rendimiento de ventas a las partes interesadas y ejecutivos.

Skills you'll gain

Category: Customer Success Management
Category: Data Visualization
Category: Sales Management
Category: Dashboard
Category: Salesforce
Category: Data Analysis Software
Category: Sales
Category: Customer Service
Category: Business Reporting
Category: Customer Support
Category: Customer Relationship Management (CRM) Software

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

Trailhead
Salesforce
16 Courses156,593 learners
Anthony Jones
Pathstream
8 Courses108,661 learners
Angela Prakash
Pathstream
8 Courses108,661 learners

Offered by

Salesforce
Pathstream

Why people choose Coursera for their career

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Learner since 2018
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Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
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Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
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Frequently asked questions

¹Based on Coursera learner outcome survey responses, United States, 2021.