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Lead Management in Salesforce

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  • Importing Data and Working with Leads
    • Welcome to Lead Management in Salesforce, the second course of 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 what marketing associates do in a company, explore their role in the lead management process, and work hands on to empower them with Salesforce Sales Cloud tools to do their jobs more efficiently and effectively. Let's get started!
  • Organizing Leads, Campaigns, and Tasks
    • Welcome to the second week of Lead Management in Salesforce! Last week, you really went hands on with Salesforce in your Guided Project work and this week, there are going to be more opportunities to work with the lead management tools in Salesforce in real world situations. This week, you’re going to dive even deeper into the role of the marketing associate, a team member who plays a critical part in the sales process. Specifically, you’re going to learn how to edit and filter leads, and work with campaigns, to support this team member and empower them with organized lead management in Salesforce. 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.
  • Managing and Qualifying Leads
    • Welcome to the third week of Lead Management in Salesforce! This week, you will dive into a new role on the sales team — the sales development representative (or SDR), another team member who plays an important part in the sales process. This week you’re going to learn how to support this team member and empower them to do their jobs more effectively by exploring how to use some new lead management tools in Salesforce. You’re also going to learn how leads are handed off to SDRs from marketing associates — and how SDRs eventually hand off qualified leads (i.e., prospects) to account executives. Along the way, you’ll see how logging information in a centralized location like Salesforce is essential for the success of the overall team every step of the way!
  • Enhancing Sales Productivity and Converting Leads
    • Welcome to Week 4, the final week of Lead Management in Salesforce! You’ve done a great job making it this far, so take a moment to appreciate your effort. Learning lead management tools in Salesforce isn’t easy stuff — so congratulations on making it to this point! This week, you’ll go in more depth with how SDRs hand off qualified leads (i.e., prospects) to account executives. And you’ll see how leads are finally closed in Salesforce, and get a sneak peak of what happens next with them. At the end of this week, you will also tackle your final 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. Remember, by creating a portfolio of the work you are doing in this course, you will be able to show future employers that you can solve real world problems with Salesforce — a critical skill in the modern economy.