Administración de clientes potenciales en Salesforce
Gestiona leads en Salesforce: importa datos, organiza campañas, califica prospectos y conviértelos en oportunidades para equipos de ventas eficientes.
Gestiona leads en Salesforce: importa datos, organiza campañas, califica prospectos y conviértelos en oportunidades para equipos de ventas eficientes.
Este curso forma parte del certificado profesional de operaciones de ventas de Salesforce y está diseñado para personas interesadas en funciones de ventas de nivel básico que requieren conocimientos de Salesforce. Te proporciona las habilidades fundamentales para ayudar a equipos de ventas y marketing a optimizar el proceso de administración de clientes potenciales. Aprenderás cómo un especialista en operaciones de ventas apoya a asociados de marketing y representantes de desarrollo de ventas para hacer que la gestión de leads sea más eficaz. El curso cubre conceptos básicos de administración de datos, carga de información en Salesforce, y capacitación de equipos para gestionar clientes potenciales utilizando las herramientas de Salesforce Sales Cloud. Estas habilidades son cruciales para puestos de ventas de nivel básico y te prepararán para iniciar una carrera exitosa en el ecosistema Salesforce.
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What you'll learn
Demostrar 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
Importar datos a Salesforce y administrar la comunicación con los contactos
Calificar clientes potenciales y convertirlos en oportunidades de venta
Organizar campañas y tareas para optimizar el proceso de ventas
Skills you'll gain
This course includes:
1 Hours PreRecorded video
15 assignments
Access on Mobile, Tablet, Desktop
Batch access
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There are 4 modules in this course
Este curso enseña cómo optimizar el proceso de administración de clientes potenciales en Salesforce. Los estudiantes aprenden a importar y estructurar datos, organizar y filtrar clientes potenciales, trabajar con campañas, registrar comunicaciones, calificar leads y convertirlos en oportunidades. El programa está estructurado para simular situaciones reales donde un especialista en operaciones de ventas apoya a los equipos de marketing y ventas, proporcionando habilidades prácticas aplicables inmediatamente en entornos profesionales. A través de proyectos guiados y ejercicios independientes, los estudiantes desarrollan competencias que son fundamentales para roles de ventas de nivel básico.
Importar datos y trabajar con clientes potenciales
Module 1 · 7 Hours to complete
Organización de clientes potenciales, campañas y tareas
Module 2 · 6 Hours to complete
Administrar y calificar clientes potenciales
Module 3 · 8 Hours to complete
Mejorar la productividad de las ventas y convertir clientes potenciales
Module 4 · 10 Hours to complete
Fee Structure
Instructors
Salesforce's Revolutionary Learning Platform
Trailhead stands as Salesforce's flagship educational initiative, democratizing access to technology skills through a comprehensive free online learning platform. Launched with the mission to reduce barriers to entry in the tech workforce, Trailhead offers over 800 badges covering business, technical, and soft skills training. The platform combines gamified learning with practical applications through features like Trailhead Playground, where learners can practice in a safe environment. Its innovative approach includes bite-sized modules, hands-on challenges, and a robust certification system that provides resume-worthy credentials. With more than 2 million active learners across 1,300 Trailblazer communities in 90 countries, the platform has become a cornerstone of Salesforce education. Through its Trailmixes (customized learning paths), superbadges (advanced skill certifications), and integration with the global Trailblazer Community, Trailhead creates an inclusive learning ecosystem that supports career advancement regardless of background. The platform's success is evidenced by numerous success stories of professionals doubling their income through Salesforce certification and training
Learning Experience Design Manager at Pathstream
Angela Prakash is the Learning Experience Design Manager at Pathstream, where she leverages her interdisciplinary background in Cognitive Science and Education from UC Berkeley to create engaging and dynamic curricula for diverse student populations, including K-12, community college, and adult learners. With over eight years of direct teaching experience, Angela has previously developed blended educational experiences for alternative education models and guided growth marketing for UC Berkeley’s data science undergraduate program. At Pathstream, she collaborates with Salesforce experts to design curriculum that empowers learners to effectively use Salesforce and advance their careers in technology. Her human-centered approach focuses on addressing the needs of learners and fostering impactful educational experiences.
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