Sales Operations   

Welcome to the Sales Operations Specialist Career Academy. This comprehensive program is designed to equip you with the skills, tools, and knowledge necessary to excel in a sales role. Whether you're starting your career or looking to enhance your existing skills, this course offers a structured path to professional success.

Throughout this program, you'll learn key sales operation principles, effective customer support techniques, problem-solving strategies, and more. The course also covers essential topics like managing customer expectations, and using technology to streamline service processes. The Sales Operations Specialist Career Academy includes the Salesforce Sales Operations Professional Certificate and 6 Guided Projects:

• Customer Support Digital Transformation with HubSpot
• Analyze Sales Data with LibreOffice Base Queries
• Get Started with HubSpot
• Introduction to CRM with HubSpot
• Build Customizable Sales Presentation Graphics using Canva
• Created a Customer Satisfaction Survey with Typeform

The course combines video lectures, interactive labs, and real-world projects to ensure you not only learn but apply your knowledge effectively. With guided assessments and feedback, you will build a robust portfolio that showcases your skills to potential employers.

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The Salesforce economy will create more than $1 trillion in new revenue and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce's official learning platform — this certificate aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position. This certificate is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. Through four courses, you will learn the fundamentals of CRM, how to manage leads in Salesforce, how to manage opportunities in Salesforce, how to use Salesforce to ensure customer success, and how to effectively leverage Salesforce data through reports and dashboards.

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In this 1-hour long project-based course, you will learn how to identify the concept of business digital transformation, as well as the different types of business digitization, how to determine the role of customer support in your company and identify the customer support processes, how define Customer Relationship Management (CRM) and interpret the importance of using it in your business context and how to customize your own CRM using the HubSpot CRM tool. It will also give you the know-how of evaluating the alignment between your customer support digital transformation and your existing business strategy.

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By the end of this project, you will have developed LibreOffice Base queries that provide data for use in sales analysis. An organization that sells products or services finds it useful to know which products are selling, whether they are priced appropriately, and which customers are purchasing them. Providing that kind of data gives the organization better targets for fine tuning its product mix and customer base.

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HubSpot is a system you can use to manage all of your contacts no matter what type of business you are in. You can use the free app to assist you in marketing and sales. The integrations to your email make the program easy to use. You can build your team and follow up on contacts easily. This hands on course will have you all set to go with your contacts right now!

By the end of your time in this project you will have a Customer Relations Management system set up with HubSpot.

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In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free!

With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand!

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By the end of this project, you will have the ability to develop and design a target market analysis graphic, a sales CRM workflow graphic, and a data chart graphic using Canva. A web-based graphic design tool, Canva offers free accounts with broad access to facilitate visual content development. The learner will develop graphics appropriate for use in sales presentations and any other presentations the user deems appropriate.

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In this 1-hour long project-based course, you will learn how to design and structure a customer satisfaction survey, create it on Typeform and collect answers immediately.

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