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Trail

Become a Selling Specialist

Enhance the sales process with advanced selling and collaboration tools. Implement strategic sales programs and succeed from lead to cash.

开始

您将获得的技能

完成学习路径以构建您的专业技能。 了解更多
  • 生成式人工智能
  • 自我发展
  • 销售管理
  • 专业销售
  • 移动开发
  • 显示更多
  • 生成式人工智能
  • 自我发展
  • 销售管理
  • 专业销售
  • 移动开发
  • 数据分析
  • 数据可视化
  • 商业智能
  • 生产力
  • 员工培训
  • 客户沟通
  • 潜在客户开发和资格认定
  • 客户管理
  • 客户管理和策略
  • IT 自动化
  • 配置管理
  • 系统设计与实现
  • 人工智能和机器学习
  • 数据管理
  • 流程改进和优化
  • 应用程序开发和工程实践
  • 个人效力
  • 激励和授权
  • 办公和生产力技术
  • 协作
  • 研究和发现
  • 业务解决方案
  • 平面和可视化设计
  • 排程
  • 显示更少

产品

  • Sales Cloud
  • Experience Cloud
  • Salesforce Platform
  • Einstein 1
  • Marketing Cloud Engagement
  • 显示更多
  • Sales Cloud
  • Experience Cloud
  • Salesforce Platform
  • Einstein 1
  • Marketing Cloud Engagement
  • Revenue Cloud
  • Einstein Copilot
  • Slack
  • 显示更少

行业

  • 制造业和汽车业
  • 医疗保健和生命科学
  • 金融服务
  • 通信和媒体
此学习路径可能包含仅以英文提供的内容。 了解更多
+15,200 分
入门级
销售人员
15 小时 55 分钟

Collaborate and Close Deals Faster

Ensure your sales team can collaborate on deals and stay productive.

模块

Use Salesforce collaboration tools to sell as a team.

+200 分
~15 分钟
模块

Set up and configure Slack Sales Elevate in your Salesforce and Slack instances.

+700 分
~45 分钟
模块

Efficiently organize and complete tasks using the To Do List as your central task manager.

+300 分
~25 分钟
模块

通过活动时间线和集成电子邮件提高销售代表的工作效率。

+1,100 分
~30 分钟

Stay Engaged

Learn key Salesforce features to keep your sales team engaged and focused.

模块

Boost inside sales productivity and manage for success with Sales Engagement.

+400 分
~25 分钟
模块

Quickly add outreach emails, calls, LinkedIn, or custom tasks to Work Queue or To Do List.

+1,200 分
~1 小时 5 分钟
模块

结合使用电子邮件和 Salesforce 以节省时间并提高销售效率。

+100 分
~5 分钟
模块

Track customer interactions and work deals directly in Gmail and Google Calendar.

+300 分
~25 分钟
模块

Learn new tools to help sales reps better prepare and engage with customers.

+300 分
~25 分钟
模块

Explore how to close more deals faster with Einstein Conversation Insights.

+100 分
~5 分钟

Use Analytics to Make Smart Decisions

Build revenue intelligence and accurate forecasting.

模块

使用 Lightning Experience 实现关键业务度量的实时可视化。

+2,100 分
~1 小时 50 分钟
模块

Optimize your sales performance with reports and dashboards.

+300 分
~50 分钟
模块

Discover the Revenue Intelligence solution and put it to work for your sales team.

+400 分
~20 分钟
模块

Gain insight across customer interactions with analytics in Sales Cloud.

+400 分
~1 小时 10 分钟
模块

Learn how to use Pipeline Inspection to track key metrics and manage opportunities.

+400 分
~25 分钟
模块

Drive accurate sales projections and forecast with confidence.

+400 分
~30 分钟

Implement AI for Sales

Incorporate AI into the selling process.

模块

了解数据 + AI + CRM 如何协同工作,以增强您的业务。

+100 分
~15 分钟
模块

了解生成式 AI 和 Einstein 如何改变销售的未来。

+100 分
~5 分钟
模块

Learn how to sell more effectively by leveraging the capabilities of Einstein Copilot.

+100 分
~10 分钟
模块

了解生成式 AI 和 Einstein 如何改变销售的未来。

+100 分
~5 分钟
模块

Use Einstein Conversation Insights to automate tasks so you can spend more time selling.

+300 分
~15 分钟
模块

启动并运行 Sales Cloud Einstein

+500 分
~30 分钟

Manage Sales Performance

Learn sales performance strategies and best practices.

模块

Define a sales strategy that includes sales teams, targets, and assignments.

+100 分
~5 分钟
模块

Explore how your team can create sales opportunities and revenue with Salesforce Maps.

+100 分
~5 分钟
模块

Design and optimize territories that align with leadership goals and motivate sales teams.

+100 分
~5 分钟
模块

Use Territory Planning to create and optimize territory alignments.

+200 分
~20 分钟
模块

Create balanced territories and forecast sales effectively with the Sales Cloud platform.

+600 分
~30 分钟
模块

Power commission programs and improve cross-department incentive performance with Spiff.

+200 分
~15 分钟
模块

Increase your commission program’s efficiency, accuracy, and visibility with Spiff.

+200 分
~10 分钟

Collaborate with Partners

Close more deals with partners.

模块

Drive sales performance and revenue growth with enablement programs in the flow of work.

+500 分
~45 分钟
模块

Personalize the partner experience to boost channel sales.

+400 分
~20 分钟
模块

Learn how Sales Cloud PRM can help you achieve your channel sales goals.

+600 分
~30 分钟
模块

Learn best practices for channel sales and partner portal management in Sales Cloud.

+500 分
~45 分钟

Manage the Revenue Lifecycle

Manage lead to cash in one place.

模块

Solve revenue efficiency challenges using the unified product-to-cash platform.

+300 分
~15 分钟

Earn the Selling Specialist Credential

Solve complex sales challenges.

Superbadge

Complete the capstone assessment to earn the Selling Specialist Super Set.

~1 小时 •
标记为完成

关于此学习路径

Discover the tools and programs to take your sales process to the next level. In this trail, you learn how to close deals faster, keep your sales team engaged, make accurate forecasts, manage the revenue lifecycle, and incorporate AI into your selling. You’ll gain skills in sales management, productivity, data analysis, and system design.