Resumen de ventas y CRM
Aprenda los fundamentos del CRM de Salesforce, procesos de ventas y gestión de relaciones con clientes para prepararse para roles de ventas de nivel inicial.
Aprenda los fundamentos del CRM de Salesforce, procesos de ventas y gestión de relaciones con clientes para prepararse para roles de ventas de nivel inicial.
Este curso introductorio de Salesforce enseña los fundamentos del CRM (Customer Relationship Management) y ventas para quienes inician su carrera en Salesforce. Diseñado para principiantes sin experiencia previa, el curso explora conceptos clave como los procesos de ventas, sistemas CRM y su aplicación en empresas modernas. Los estudiantes aprenderán sobre la plataforma Salesforce, sus principales productos y casos de uso, con enfoque práctico en las funcionalidades de Sales Cloud que impulsan el crecimiento empresarial. El curso proporciona una base sólida para profundizar en herramientas avanzadas de Salesforce, siendo el primer paso para quienes desean iniciar su carrera como especialistas en operaciones de ventas. Los participantes obtendrán experiencia práctica a través de Trailhead, la plataforma oficial de aprendizaje de Salesforce, configurando su propio entorno de práctica.
Instructors:
Spanish
Video subtitles available
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What you'll learn
Explique cómo funciona el CRM en el contexto de ventas, mercadeo y servicio al cliente
Articule casos de uso sobre cómo Salesforce proporciona valor a los equipos de ventas
Navegue por Trailhead, la plataforma de aprendizaje oficial de Salesforce
Demuestre conocimiento práctico de los aspectos básicos de Salesforce Sales Cloud
Distinga entre ventas B2C y B2B, identificando las etapas del proceso de ventas
Describe las funcionalidades clave del CRM Sales Cloud para apoyar el crecimiento empresarial
Skills you'll gain
This course includes:
1 Hours PreRecorded video
13 assignments
Access on Mobile, Tablet, Desktop
Batch access
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There are 4 modules in this course
Este curso es el primero de una serie diseñada para enseñar habilidades básicas de Salesforce que preparan para roles de ventas de nivel inicial, especialmente como especialista en operaciones de ventas. A lo largo de cuatro módulos, los estudiantes aprenderán conceptos fundamentales sobre CRM, procesos de ventas, y el uso específico de Salesforce Sales Cloud. El curso comienza introduciendo los sistemas de gestión de relaciones con clientes y su importancia en las empresas modernas, seguido por un análisis detallado del proceso de ventas, incluyendo las diferencias entre ventas B2B y B2C. Posteriormente, el enfoque se centra en la importancia de los datos en un CRM, abordando temas como el seguimiento y saneamiento de datos. Finalmente, los estudiantes se familiarizan con Trailhead, la plataforma de aprendizaje oficial de Salesforce, donde exploran las características de Sales Cloud de forma práctica.
Salesforce para empresas
Module 1 · 6 Hours to complete
El proceso de venta
Module 2 · 4 Hours to complete
Datos que importan en CRM
Module 3 · 3 Hours to complete
Sales Cloud
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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