Essential Skills you will Develop Sale force management/ operation management Certified Course:
- Salesforce CRM Mastery
- Sales Process OptimizationÂ
- Data Analysis & Reporting
- Operational EfficiencyÂ
- Strategic Planning & ForecastingÂ
- Customer Relationship Management
- Team Leadership & Collaboration
- Problem-Solving & Decision MakingÂ
- Process AutomationÂ
- Project & Resource Management
Tools Covered:
- Salesforce CRMÂ
- Salesforce Sales CloudÂ
- Salesforce Service Cloud
- Salesforce Marketing CloudÂ
- Tableau
- Salesforce Analytics
- Process Builder Flow BuilderÂ
- Microsoft Excel
- Google SheetsÂ
- Project ManagementÂ
- Collaboration
- ERP Integration
Syllabus:
Module 1: Introduction to Salesforce & Operations Management Overview of Salesforce CRM and ecosystem Basics of operations management and its importance in business Understanding sales processes and operational workflows.
Module 2: Salesforce Administration Setting up Salesforce orgs, users, and roles Customizing objects, fields, and page layouts Security and access management.
Module 3: Sales Cloud & Lead Management Managing leads, accounts, and opportunities Sales forecasting and pipeline management Automating sales processes with workflows.
Module 4: Service Cloud & Customer Management Case management and customer support automation Knowledge base and self-service portals Enhancing customer satisfaction and retention.
Module 5: Data Analysis & Reporting Creating reports and dashboards in Salesforce Data analytics for sales and operations performance Integrating Salesforce data with Tableau or other BI tools.
Module 6: Marketing Cloud & Campaign Management Email marketing automation Customer segmentation and targeted campaigns Tracking marketing ROI.
Module 7: Process Automation Using Process Builder and Flow Builder for workflow automation Automating repetitive operational tasks Best practices for scalable automation.
Module 8: Operations Management Tools & Techniques Resource planning and process optimization Inventory and supply chain basics Performance measurement & KPI tracking.
Module 9: Project & Team Management Leading sales and operations teams effectively Collaboration tools: Slack, Teams, Chatter Agile methodologies for operational projects.
Module 10: Real-World Integration & ERP Basics Integrating Salesforce with ERP systems (SAP, Oracle) Case studies of Salesforce in operations and sales management Preparing for industry certifications.
Industry Projects:
- Sales Pipeline AutomationÂ
- Customer Support Automation
- Marketing Campaign Management
- Data Analytics & Reporting Project
- Operations Optimization Simulation
- ERP Integration Case Study
- Team & Project Management Simulation
Who is this program for?
- Aspiring Salesforce ProfessionalsÂ
- Sales & Operations Managers
- Business AnalystsÂ
- ConsultantsÂ
- EntrepreneursÂ
- Small Business Owners
- MarketingÂ
- Customer Success
- Professionals
- IT & Technical Professionals
- StudentsÂ
- Graduates
How To Apply:
Mobile: 9100348679Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â
Email: coursedivine@gmail.com
