Sales and CRM Overview

Go to Course: https://www.coursera.org/learn/sales-and-crm-overview

Introduction

### Course Review: Sales and CRM Overview **Introduction** The "Sales and CRM Overview" course on Coursera serves as the gateway to mastering foundational Salesforce skills, making it an invaluable resource for anyone looking to enter the realm of sales operations or related entry-level sales roles. Whether you're a complete novice or someone seeking a structured introduction to Customer Relationship Management (CRM) systems, this course is designed with you in mind. **Course Structure** The course is segmented into four comprehensive weeks, each focusing on a key aspect of sales and CRM: 1. **Salesforce for Business** In the inaugural week, students are introduced to the concept of CRM systems, with a particular emphasis on Salesforce. You will discover what CRM is, how it's utilized across various industries, and the integral role of a sales operations specialist. This foundational week is about setting the stage, providing essential industry knowledge that will be built upon in subsequent weeks. 2. **The Sales Process** Week two delves into the heart of sales—the process itself. Learners will explore the nuances between B2C (Business to Consumer) and B2B (Business to Business) sales, and break down the stages of the sales process. Understanding these different roles and how the sales process evolves from company to company is crucial for anyone looking to carve a niche in sales. 3. **Data that Matters in CRM** In the third week, the course shifts its focus to data management within CRM systems. Participants will learn about the importance of maintaining data hygiene, the functionality of databases, and the limitations of traditional tools like sticky notes and spreadsheets. Here, the spotlight is cast on Salesforce as an advanced solution for data management, ensuring that learners recognize why quality data is paramount in any sales-related role. 4. **The Sales Cloud** The final week is an exciting culmination of the previous lessons, introducing students to Salesforce’s official learning platform, Trailhead. In this segment, participants will engage hands-on with the Salesforce Sales Cloud, setting up necessary accounts and learning to navigate its features. By the end of this week, students will be equipped not just with knowledge, but also practical skills that they can immediately apply in real-world contexts. **Why You Should Take This Course** The "Sales and CRM Overview" course is particularly appealing due to its beginner-friendly design. No prior experience with sales or CRM systems is required, making it accessible to anyone eager to start their journey in the sales domain. The blend of theoretical knowledge and practical application via Trailhead sets this course apart from many traditionally structured programs. **Recommendations** - **For Beginners**: If you're new to the sales field or looking to pivot your career towards sales operations, this course is a must. It builds a solid foundation that will serve you well in entry-level roles. - **For Industry Professionals**: Even seasoned professionals can benefit from refreshing core concepts and gaining insights into the evolving landscape of CRM, particularly through the lens of Salesforce. - **Career Seekers**: This course is tailored for those aiming for specific roles such as sales operations specialists, making it especially relevant to job seekers in related fields. **Conclusion** The "Sales and CRM Overview" course offers more than just an introduction to Salesforce; it equips learners with critical insights and practical skills that can significantly enhance their employability in the competitive world of sales. If you're ready to dive into the fundamentals of sales and CRM, this course is the first step you shouldn't miss. Enroll today and kickstart your career in Salesforce!

Syllabus

Salesforce for Business

Welcome to Sales and CRM Overview, the first course of the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the first step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about what Customer Relationship Management (CRM) systems are and what they're used for. You will discover what Salesforce is and how it is used across industries and teams. You will also learn about what a sales ops specialist does and why Salesforce is such a critical part of their job. Let's get started!

Welcome to the second week of Sales and CRM Overview! This week is all about sales and the sales process. By the end of this week, you will be able to distinguish between two major types of sales: B2C and B2B, identify each step of the sales process and explain their importance, explain how the sales process might differ across different companies, and distinguish between the different roles on a sales team. Remember, this is critical information not only for the sales ops specialist role, but for any entry level sales job. Let's get started!

Welcome to the third week of Sales and CRM Overview! This week is all about Data that matters in CRM. By the end of this week, you will be able to describe the function of a database in the context of CRM, discuss the importance of tracking data and data hygiene in CRM, identify the benefits and challenges of using sticky notes and spreadsheets as CRM tools, and summarize some of the advantages that Salesforce offers as a CRM. Remember, Salesforce is essentially a database. And having a clear understanding of what high quality data is, and why it’s so important, is critical to not only the sales ops specialist role, but any entry level sales job. So without further ado, let’s get started!

Welcome to Week 4 — the final week of Sales and CRM Overview! You’ve done a great job making it this far, so first of all, take a moment to appreciate your effort. But there’s still work to be done so let’s stay focused and make sure we finish strong. This week you will have the chance to enter Trailhead, Salesforce official learning platform, enabling you to navigate and explore some of the features of the Salesforce Sales Cloud. By the end of this week, you will be able to create and set up a Trailhead account, identify key components of the Trailhead learning experience, set up a Trailhead Playground, and describe the key functionalities of the Sales Cloud CRM that helps support a business’s growth. The finish line for this course is in sight for you. Let’s run through it!