Administración de oportunidades en Salesforce
Aprende a gestionar oportunidades en Salesforce, optimiza procesos y crea productos, libros de precios y presupuestos para cerrar acuerdos de forma eficiente.
Aprende a gestionar oportunidades en Salesforce, optimiza procesos y crea productos, libros de precios y presupuestos para cerrar acuerdos de forma eficiente.
Este curso, parte del Certificado Profesional de Operaciones de Ventas de Salesforce, enseña cómo los especialistas en operaciones de ventas pueden optimizar el proceso de administración de oportunidades en Salesforce. Aprenderás cómo apoyar a los ejecutivos de cuentas para avanzar oportunidades a través del canal de ventas y cerrar acuerdos eficientemente. El curso abarca herramientas clave como productos, libros de precios, presupuestos, contratos y pedidos. Comenzarás comprendiendo el traspaso de clientes potenciales calificados a ejecutivos de cuenta y cómo Chatter facilita la comunicación. Luego dominarás la creación y gestión de oportunidades, integrando productos y libros de precios, generando presupuestos profesionales, y finalmente, culminando el proceso con contratos y pedidos para cerrar acuerdos. Este conocimiento te posicionará como candidato fuerte para roles de ventas de nivel inicial, especialmente como especialista en operaciones de ventas.
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What you'll learn
Aprende a gestionar el traspaso de clientes potenciales a ejecutivos de cuenta
Utiliza Chatter para mejorar la colaboración en el equipo de ventas
Crea y actualiza oportunidades siguiendo el proceso de ventas
Integra productos y libros de precios en las oportunidades
Genera presupuestos profesionales para clientes potenciales
Utiliza contratos y pedidos para cerrar acuerdos eficientemente
Skills you'll gain
This course includes:
0.5 Hours PreRecorded video
12 assignments
Access on Mobile, Tablet, Desktop
Subscription access
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There are 4 modules in this course
Este curso se enfoca en enseñar cómo utilizar Salesforce para administrar oportunidades de ventas de manera eficiente. Los estudiantes aprenden a apoyar a los ejecutivos de cuentas en el seguimiento y cierre de acuerdos utilizando las herramientas de Salesforce. El programa cubre desde el traspaso de clientes potenciales hasta el cierre de contratos, pasando por la gestión de productos, libros de precios y presupuestos. Los participantes adquieren habilidades prácticas mediante proyectos guiados y casos de uso empresarial reales, preparándolos para roles de especialista en operaciones de ventas y otros puestos de nivel inicial en equipos de ventas que utilizan Salesforce.
Apoyar a los ejecutivos de cuentas
Module 1 · 6 Hours to complete
Trabajo con oportunidades en Salesforce
Module 2 · 6 Hours to complete
Utilizar productos, libros de precios y presupuestos en el proceso de venta
Module 3 · 9 Hours to complete
Contratos y pedidos
Module 4 · 6 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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