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Administración de clientes potenciales en Salesforce
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Administración de clientes potenciales en Salesforce

This course is part of Operaciones de ventas de Salesforce Professional Certificate.

Course Cost

Free course

Beginner

Skill Level

30 Hours

Self-paced lessons

Este curso forma parte del certificado profesional de operaciones de ventas de Salesforce y está diseñado para personas interesadas en funciones de ventas de nivel básico que requieren conocimientos de Salesforce. Te proporciona las habilidades fundamentales para ayudar a equipos de ventas y marketing a optimizar el proceso de administración de clientes potenciales. Aprenderás cómo un especialista en operaciones de ventas apoya a asociados de marketing y representantes de desarrollo de ventas para hacer que la gestión de leads sea más eficaz. El curso cubre conceptos básicos de administración de datos, carga de información en Salesforce, y capacitación de equipos para gestionar clientes potenciales utilizando las herramientas de Salesforce Sales Cloud. Estas habilidades son cruciales para puestos de ventas de nivel básico y te prepararán para iniciar una carrera exitosa en el ecosistema Salesforce.

Trailhead

Trailhead

Angela Prakash

Angela Prakash

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Spanish

Trailhead

Trailhead

Angela Prakash

Angela Prakash

What you'll learn

  • Demostrar conocimiento profundo de cómo trabajan juntos los equipos de ventas durante el proceso de captación de clientes potenciales

  • Diferenciar entre objetos, campos y registros de Salesforce en relación con la administración de datos del personal de ventas

  • Importar datos a Salesforce y administrar la comunicación con los contactos

  • Calificar clientes potenciales y convertirlos en oportunidades de venta

  • Organizar campañas y tareas para optimizar el proceso de ventas

Skills you'll gain

Salesforce
CRM
Gestión de Leads
Sales Cloud
Administración de Datos
Operaciones de Ventas
Campañas de Marketing
Calificación de Clientes Potenciales
Automatización de Ventas

This course includes:

1 Hours PreRecorded video

15 assignments

Access on Mobile, Tablet, Desktop

Batch access

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Share your certificate with prospective employers and your professional network on LinkedIn.

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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.

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There are 4 modules in this course

Este curso enseña cómo optimizar el proceso de administración de clientes potenciales en Salesforce. Los estudiantes aprenden a importar y estructurar datos, organizar y filtrar clientes potenciales, trabajar con campañas, registrar comunicaciones, calificar leads y convertirlos en oportunidades. El programa está estructurado para simular situaciones reales donde un especialista en operaciones de ventas apoya a los equipos de marketing y ventas, proporcionando habilidades prácticas aplicables inmediatamente en entornos profesionales. A través de proyectos guiados y ejercicios independientes, los estudiantes desarrollan competencias que son fundamentales para roles de ventas de nivel básico.

Importar datos y trabajar con clientes potenciales

Module 1 · 7 Hours to complete

Organización de clientes potenciales, campañas y tareas

Module 2 · 6 Hours to complete

Administrar y calificar clientes potenciales

Module 3 · 8 Hours to complete

Mejorar la productividad de las ventas y convertir clientes potenciales

Module 4 · 10 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

Reviews

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.

Faculties

These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they're here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.

Trailhead

4.9

9

Reviews

1,26,670

Students

16

Courses

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
Angela Prakash

4.8

400

Reviews

84,578

Students

8

Courses

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.
Anthony Jones

4.8

400

Reviews

84,578

Students

8

Courses

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.
Administración de clientes potenciales en Salesforce

Beginner

Skill Level

30 Hours

Self-paced lessons

Course Cost

Free course

Completion

CERTIFICATE

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.