Informes, paneles y éxito del cliente en Salesforce
This course is part of Operaciones de ventas de Salesforce Professional Certificate.
Este curso profundiza en cómo un especialista en operaciones de ventas utilizaría Service Cloud de Salesforce para gestionar eficazmente las relaciones con los clientes. Aprenderá los conceptos básicos para brindar una atención al cliente eficaz y aprovechará diversas herramientas disponibles en Service Cloud para resolver necesidades de servicio al cliente. También descubrirá cómo utilizar informes y paneles de Salesforce para respaldar a los gerentes de ventas en el seguimiento, mejora y previsión del rendimiento del equipo. Dominará el uso de filtros para generar informes personalizados y visualizará esos datos mediante gráficos y paneles. Como parte del Certificado profesional de operaciones de ventas de Salesforce, este curso le proporciona habilidades prácticas para analizar datos, comprender métricas clave y utilizar esa información para resolver problemas comerciales específicos, una competencia extremadamente valiosa en el entorno empresarial actual.
Instructors:
-1731061553415.png&w=3840&q=75)
Spanish
Not specified
Powered by
What you'll learn
Entender los procesos del agente de servicio y utilizarlos eficazmente con Case Management y Knowledge de Salesforce en Service Cloud
Identificar el valor de usar Sales Cloud para crear informes que rastreen, mejoren y pronostiquen aspectos del proceso de ventas
Crear informes, gráficos y paneles para comunicar información relevante sobre el rendimiento de ventas a las partes interesadas
Aprovechar datos de Salesforce para resolver problemas comerciales específicos
Apoyar a gerentes de éxito del cliente con herramientas eficientes en Service Cloud
Desarrollar visualizaciones efectivas para destacar métricas clave en la toma de decisiones basadas en datos
Skills you'll gain
This course includes:
0.5 Hours PreRecorded video
14 assignments
Access on Mobile, Tablet, Desktop
FullTime access
Shareable certificate
Closed caption
Get a Completion Certificate
Share your certificate with prospective employers and your professional network on LinkedIn.
Created by
Provided by
Top companies offer this course to their employees
Top companies provide this course to enhance their employees' skills, ensuring they excel in handling complex projects and drive organizational success.
There are 4 modules in this course
Este curso del Certificado profesional de operaciones de ventas de Salesforce aborda dos aspectos fundamentales: Service Cloud para la gestión de relaciones con clientes y la creación de informes y paneles para analizar datos de ventas. En la primera mitad, los estudiantes aprenden a utilizar herramientas de Service Cloud para resolver necesidades de servicio al cliente, trabajando con casos, conocimientos y la Consola de servicio. En la segunda mitad, exploran cómo crear informes personalizados, aplicar filtros y desarrollar visualizaciones mediante gráficos y paneles. El curso incluye proyectos guiados y proyectos independientes que permiten a los estudiantes aplicar lo aprendido a casos de uso empresarial, creando una valiosa cartera para futuras búsquedas de empleo.
Apoyo a los gerentes de éxito del cliente
Module 1 · 6 Hours to complete
Casos de servicio en Salesforce
Module 2 · 7 Hours to complete
Apoyo a los gerentes de ventas con informes
Module 3 · 7 Hours to complete
Gráficos y paneles
Module 4 · 9 Hours to complete
Fee Structure
Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Operaciones de ventas de Salesforce Professional Certificate
Instructors
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.
-1731061553415.png&w=256&q=75)
Learning Experience Design Manager at Pathstream
Anthony Jones is the Learning Experience Design Manager at Pathstream, where he focuses on preparing students for high-demand digital skills careers, particularly through the Salesforce Sales Operations Professional Certificate. With nearly 15 years of experience in education, Anthony recognized the gap in digital skills among students in traditional education settings, which motivated him to join Pathstream. Over the past year and a half, he has collaborated with Salesforce administrators, developers, and subject matter experts to determine the most effective methods for teaching foundational Salesforce skills essential for career advancement. He holds a B.A. in English Literature with a concentration in Creative Writing from UCLA and an M.S. in Education from Fordham University, combining his educational expertise with a commitment to equipping learners for success in the modern economy.
Testimonials
Testimonials and success stories are a testament to the quality of this program and its impact on your career and learning journey. Be the first to help others make an informed decision by sharing your review of the course.
Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.