Opportunity Management in Salesforce

Go to Course: https://www.coursera.org/learn/opportunity-management-in-salesforce

Introduction

**Course Review: Opportunity Management in Salesforce** **Introduction** In today’s rapidly evolving business landscape, understanding how to leverage tools for sales optimizations is paramount. For anyone interested in entering the field of sales operations, "Opportunity Management in Salesforce" on Coursera is a meticulously crafted course that offers a robust foundation in managing sales opportunities using Salesforce—the world-renowned customer relationship management (CRM) platform. **Overview** As the third course in the Salesforce Sales Operations Professional Certificate, this program is tailored for those curious about entry-level sales roles, especially the sales operations specialist position. The primary goal of the course is to equip learners with essential skills necessary to manage opportunities effectively and close sales deals in a practical business environment. **Syllabus Breakdown** The course is structured into four comprehensive weeks, each focusing on different facets of opportunity management: 1. **Supporting Account Executives**: The journey begins with an introduction to the dynamics of sales teams. Learners will explore the critical handoff of qualified leads from Sales Development Representatives (SDRs) to Account Executives (AEs). Understanding Salesforce Chatter forms an essential part of this week, as it facilitates seamless communication among team members, ensuring everyone is aligned in pursuit of common sales goals. 2. **Working with Opportunities in Salesforce**: The second week immerses learners in the hands-on application of Salesforce tools related to opportunity management. Participants will engage in an independent project that allows them to delve into a business use case, effectively creating a tangible portfolio piece that can bolster their job applications in the future. 3. **Using Products, Price Books, and Quotes in the Sales Process**: In the third week, the course dives deeper into critical standard objects in Salesforce that are pivotal for AEs in the sales process. Learners will master the use of Products, Price Books, and Quotes, enhancing their skill set and making them more attractive candidates for entry-level sales positions. 4. **Contracts and Orders**: The final week centers on closing deals, a crucial aspect of the sales cycle. Here, students will learn how to support AEs in securing agreements with prospects, ultimately transforming leads into customers. This week culminates in a celebration of the progress made throughout the course, reinforcing that the skills acquired will have significant payoffs in real-world applications. **Learning Outcomes** By the end of this course, participants will have gained: - A comprehensive understanding of the roles and responsibilities of Account Executives and how to support them. - Practical experience with Salesforce tools for managing opportunities efficiently. - Insights into advanced Salesforce functionalities that will set them apart in the job market. - A solid grasp of the sales process, including contracts and order management, enabling them to assist in closing deals successfully. **Recommendation** "Opportunity Management in Salesforce" comes highly recommended for those looking to break into sales operations. The course is well-structured, offering a balance of theoretical knowledge and practical skills, making it ideal for beginners. The inclusion of hands-on projects ensures that participants not only learn concepts but also apply them in a real-world context, which is invaluable for building a strong resume. Additionally, the course fosters a supportive learning environment with resources that empower students to succeed. The insights gained can dramatically enhance your employability in the sales field, as companies highly value candidates proficient in using Salesforce for managing sales processes. **Conclusion** In conclusion, if you’re passionate about launching a career in sales operations and want to develop a robust skill set that employers value, "Opportunity Management in Salesforce" is an essential stepping stone. Enroll today and take your first step towards a rewarding career in sales management!

Syllabus

Supporting Account Executives

Welcome to Opportunity Management in Salesforce, the third course in 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 the handoff of qualified leads (i.e., prospects) from SDRs to account executives, and how Salesforce Chatter can help ensure that they stay on the same page during this process. You'll also learn more about the account executive role on a sales team, how you can support them as a sales ops specialist, and you'll dive into the sales pipeline to fully understand what opportunity management entails. Let's get started!

Welcome to the second week of Opportunity Management in Salesforce! Last week, you gained the conceptual foundation you need to understand the role of the account executive and how they work to progress prospects through each stage of the sales pipeline en route to closing the deal. Now, this week, you are going to work hands on with opportunity management tools in Salesforce that you can leverage to empower AEs to do their jobs as effectively and efficiently as possible. 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.

Welcome to the third week of Opportunity Management in Salesforce! This week, you will dive into working with Products, Price Books, and Quotes in Salesforce, and learn how these standard objects help account executives move potential sales deals closer to the finish line. Keep in mind that by learning these more advanced Salesforce skills, you are setting yourself apart as a very strong candidate not only for the sales ops specialist role, but for any entry level sales job.

Welcome to Week 4, the final week of Opportunity Management in Salesforce! You’ve done a great job making it this far, so take a moment to acknowledge and appreciate your effort. Learning opportunity management tools in Salesforce is tough — so congratulations on making it to this point! You’re putting in great work that’s going to have a big payoff. This week, you'll learn how to support AEs in the next stage of the sales process: closing deals. At this point, the sales team has put in a lot of effort into each and every opportunity, so it's important that you learn the skills and practices that will help ensure that the sales team actually wins those deals. Keep in mind that winning a deal means a prospect has signed a contract and has become a paying customer with your company. And remember, your number one goal as a sales ops specialist is to help a sales team win deals as efficiently and consistently as possible.