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Learner Reviews & Feedback for Lead Management in Salesforce by Salesforce

4.7
stars
270 ratings

About the Course

The second course in the Salesforce Sales Operations Professional Certificate, Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting. This second course will give you a foundational understanding of how to help sales and marketing teams optimize the lead management process. Specifically, this course shows how a sales operations specialist would support a marketing associate and sales development representative to make the lead management more effective and efficient. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. These are crucial skills for anyone interested in entry level sales jobs. For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!...

Top reviews

FI

Feb 23, 2022

This is a good course that teaches you how to efficient use salesforce application and also teaches you everything you need to know about the act of selling. This is a wonderful course

AA

Apr 7, 2022

Instructions were clear and creating a portfolio is really a briliiant idea to present your skills and what you've learned. I highly recommend especially to marketing professionals.

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1 - 25 of 62 Reviews for Lead Management in Salesforce

By Ben A

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Aug 4, 2022

This course was super helpful in introducing me to the Salesforce platform through the lens of a Business Development process. I've already started to consider how I may implement my learnings as my team launches our Salesforce instance.

By Nasreen Q

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Jul 15, 2021

Great breakdown of roles, and hands on learning tools via guided projects. Course 2 was well thought out had additional information if you want to pursue Salesforce as a career

By Mr. A A

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Jul 20, 2023

The experience here is wonderful, as it is exciting. I am getting to know what I never knew before. opening new frontiers for me. I am really indebted to you all. Thank you.

By Michelle P

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Jul 15, 2021

In my role, I see opportunities from my partner reps in a variety of stages, from suspect to booked, but had no idea of who does what and when. I've seen tasks and history and this course gave me greater insight of when you use them and why. At my previous company (not an SFDC user), the only time I saw any comments or history was on very large accounts, and even then it was not consistently used across the sales org. Probably why the team was a little discombobulated. This course was very instrumental in giving me more foundational info on the ins and outs of Salesforce and will be helpful if I needed to work with my partner reps.

By Ferdinand E I

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Feb 23, 2022

This is a good course that teaches you how to efficient use salesforce application and also teaches you everything you need to know about the act of selling. This is a wonderful course

By Angela A

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Apr 8, 2022

Instructions were clear and creating a portfolio is really a briliiant idea to present your skills and what you've learned. I highly recommend especially to marketing professionals.

By Tien P

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Jan 7, 2024

Great to explore the way of lead to prospect and how Sales OPS Specialist can empower the Marketing Associate and Sales Development Representative to boot their sales.

By Stessy J

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Apr 2, 2023

the course is well taught with relatable examples. The course materials are also great. I highly recommend this course for anyone who is interested in taking it.

By Igor A

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Sep 1, 2023

I learned a lot in this course and it was very important to my career and it gives me confident at work. Very excited to continue through this course program!

By Manuel C

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Jan 7, 2023

Curso te muestra distintas maneras de trabajar con las oportunidades en Salesforce. Te presenta la terminologia ligada a esta funcionalidad.

By Rubelyn E

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Dec 31, 2022

The hands-on activities are easy to follow and I have gained better understanding of leads conversion to prospects in a short span of time.

By Kalyani G

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Mar 7, 2024

It is a great learning platform, each step is explained in a very brief and helpful to understanding Salesforce,Thank you

By Santosh S

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Oct 27, 2023

Thanks, Anthony Jones and Angela Prakash. The learning has been very enriching. Looking forward to the next two modules.

By delbec N

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Oct 23, 2022

Thank you so much. I am thoroughly enjoying learning for this series of course. 2/4. Two down, two to go.

By Genghini G

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Feb 10, 2024

Great for beginners. The hands-on projects are the best way to learn by doing. I love this approach.

By Amaya A

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Apr 28, 2023

I loved this course. Pathstream did a great job organizing the material and making it fun to learn.

By Osero E A

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May 27, 2022

Excellent course content! I particularly appreciate the practicality of the independent projects.

By Katarina B

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Sep 28, 2021

Really interesting course. I am glad I decided to learn Salesforce by using this course. Thanks

By Susie C T

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Dec 12, 2021

THIS COURSE IS SO HELPFUL FOR YOU TO UNDERSTAND AND APPLY IN REAL LIFE SALESFORCE PROGRAMMING

By Janie R

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Apr 15, 2022

Easy to follow along with and understand especially with the guided projects and Angela.

By Anshul H

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Aug 25, 2021

a must do course for anyone who wants to start a career as sales operations specialist

By Noel T

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Sep 25, 2021

A great intro into learning how Salesforce works for a marketing, and sales associate.

By Anna K

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Nov 7, 2023

very good course, a lot opportunities for getting a hands on experience in Salesforce

By Dharmesh T R

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Dec 2, 2021

The course is very detailed, concise explanation and have the quality material.

By Mahmoud B

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Jul 5, 2022

Need more practical illistartion on Activity and calendar sharing