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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/lead-management-in-salesforce
课程评论：没有评论
课程概述：Lead Management in Salesforce 是 Salesforce 销售运营专业证书的第二门课程，适合任何对入门级销售岗位感兴趣的人。该课程帮助学员了解如何在实际商业环境中使用 Salesforce 工具管理潜在客户，尤其针对销售运营专员的角色。课程旨在帮助销售和市场团队优化潜在客户管理流程，教授数据管理的基础知识、如何将潜在客户数据上传至 Salesforce，并有效培训团队成员利用 Salesforce Sales Cloud 中的各种工具进行潜在客户管理。这些技能对于希望进入入门级销售岗位的人至关重要。 课程建议具有一些销售和客户关系管理（CRM）的基础知识，以及对 Salesforce 平台导航的理解。即便是完全的初学者，也可以在课程中取得成功，但可能需要付出更多努力。 课程大纲： 1. 导入数据与潜在客户管理：介绍市场助理的角色，探索潜在客户管理过程，使用 Salesforce Sales Cloud 工具提升工作效率。 2. 组织潜在客户、营销活动与任务：深入学习市场助理的角色，学习如何编辑和过滤潜在客户，支持市场助理的有序潜在客户管理，并完成第一个独立项目。 3. 管理与评估潜在客户：了解销售开发代表（SDR）的角色，学习如何使用新的潜在客户管理工具，并了解潜在客户从市场助理到 SDR 的转交过程。 4. 提升销售生产力与转化潜在客户：深入了解潜在客户如何转交给客户经理，并完成最终独立项目，打造价值作品集，展示在 Salesforce 中解决实际问题的能力。 通过参加此课程，您正在为自己的 Salesforce 职业生涯迈出重要一步，祝贺您继续这段激动人心的旅程！
Name:Importing Data and Working with Leads
Description:Welcome to Lead Management in Salesforce, the second course of 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 what marketing associates do in a company, explore their role in the lead management process, and work hands on to empower them with Salesforce Sales Cloud tools to do their jobs more efficiently and effectively. Let's get started!
Name:Organizing Leads, Campaigns, and Tasks
Description:Welcome to the second week of Lead Management in Salesforce! Last week, you really went hands on with Salesforce in your Guided Project work and this week, there are going to be more opportunities to work with the lead management tools in Salesforce in real world situations. This week, you’re going to dive even deeper into the role of the marketing associate, a team member who plays a critical part in the sales process. Specifically, you’re going to learn how to edit and filter leads, and work with campaigns, to support this team member and empower them with organized lead management in Salesforce. 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:Managing and Qualifying Leads
Description:Welcome to the third week of Lead Management in Salesforce! This week, you will dive into a new role on the sales team — the sales development representative (or SDR), another team member who plays an important part in the sales process. This week you’re going to learn how to support this team member and empower them to do their jobs more effectively by exploring how to use some new lead management tools in Salesforce. You’re also going to learn how leads are handed off to SDRs from marketing associates — and how SDRs eventually hand off qualified leads (i.e., prospects) to account executives. Along the way, you’ll see how logging information in a centralized location like Salesforce is essential for the success of the overall team every step of the way!
Name:Enhancing Sales Productivity and Converting Leads
Description:Welcome to Week 4, the final week of Lead Management in Salesforce! You’ve done a great job making it this far, so take a moment to appreciate your effort. Learning lead management tools in Salesforce isn’t easy stuff — so congratulations on making it to this point! This week, you’ll go in more depth with how SDRs hand off qualified leads (i.e., prospects) to account executives. And you’ll see how leads are finally closed in Salesforce, and get a sneak peak of what happens next with them. At the end of this week, you will also tackle your final 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. Remember, by creating a portfolio of the work you are doing in this course, you will be able to show future employers that you can solve real world problems with Salesforce — a critical skill in the modern economy.
The second course in the Salesforce Sales Operations Professional Certificate, Lead 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 leads in a real world business setting. This second course will give you a foundational understanding of how to help sales and marketing teams optimize the lead management process. Specifically, this course shows how a sales operations specialist would support a marketing associate and sales development representative to make the lead management more effective and efficient. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. These 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!
