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Trailhead

Loren Crundwell

Paige Caldwell

Jolyn Cafferata

Luis Cazares

Richard Yang

Allie Kaiser

Eric Bryan

Boosting Productivity through the Tech Stack

Business & Finance

Self-paced course

Certification program

Product Management

Coursera

English

Beginner

Management

Course Introduction

Instructor Introduction Video

Turbocharging the SDR Workflow through Tech

Integrating Tech Tools into the SDR Workflow

Tools to Boost Productivity

Keeping Up with the Evolving Tech Stack

Becoming Savvy and Skillful with Tech Tools

Review of Week 1: Tech Tool Basics for Sales Development

Syllabus

How to Schedule Emails with Boomerang for Gmail

Practice Quiz - Turbocharging the Workflow through Tech

Practice Quiz - Keeping Up with the Evolving Tech Stack

Practice Quiz - Becoming Savvy and Skilful With Tech Tools

Graded Quiz - Building Your Tech Stack

1 week: Tech Tool Basics for Sales Development

What Is a CRM?

Using CRM Tools Like a Pro

If It's Not in Salesforce, It Doesn't Exist

Using Salesforce with Strategy and Creativity

Transforming the Sales Experience through AI

Review of Week 2: Ground Your Workflow with Salesforce

Introduction to Trailhead

Introduction to Salesforce

Salesforce Classic vs. Lightning Experience

CRM Basics for Lightning Experience

Understanding the Basics of Sales Cloud

Build Connections and Relationships with Salesforce

Power Your Sales Process

Visualize and Present Key Business Metrics

Share and Collaborate with Chatter

Collaborate on the Go!

Improve Your Pipeline with Strategic Prospecting

Sell Effectively with Design Thinking

Use Design Thinking to Build Your Sales Pipeline

Amp Up Your Productivity with Better Digital Habits

Practical Guide: Get the Most out of Your Day

Imagining the Future of Sales

Close More Deals Using AI for Sales

Practice Quiz - Understanding Basic Principles of Customer Relationship Management (CRM) Tools

Practice Quiz - Using Salesforce Like a Pro

Practice Quiz - Using Salesforce with Strategy and Creativity

Graded Quiz - Transforming the Sales Experience through AI

2 week: Ground Your Workflow with Salesforce

Introduction to Sales Intelligence

Introduction to Data Enrichment Tools

Using Data Enrichment Tools Like a Pro

Introduction to Call Analysis Tools

Introduction to Power Dialers

Introduction to LinkedIn Sales Navigator

SDR Best Prospecting Practice: LinkedIn Prospect List Development

Review of Week 3: Optimize Your Workflow with Sales Intelligence Tools

Strategies for Effective Data Enrichment

Practice Quiz - Understanding the Basic Principles of Data Enrichment Tools

Practice Quiz - Using Data Enrichment Tools Like a Pro

Practice Quiz - Understanding Basic Principles of Calling Tools

Practice Quiz - Practicing with LinkedIn Sales Navigator

Graded Quiz - Optimizing Your Workflow with Data Enrichment Tools

3 week: Optimize Your Workflow with Sales Intelligence Tools

Introduction to Sales Engagement

Using Sales Engagement Tools Like a Pro

Review of Week 4: Strategize, Interact, and Track with Sales Engagement Tools

Introduction to Outreach Management

Concrete Strategies for Effective Sales Engagement

Practice Quiz - Conducting Outreach Using Sales Engagement Tools

Practice Quiz - Using Sales Engagement Tools Like a Pro

Graded Quiz - Strategize, Interact, and Track with Sales Engagement Tools

4 week: Strategize, Interact, and Track with Sales Engagement Tools

Introduction to Social Selling Tools

Using Social Selling Tools Like a Pro

Concrete Strategies for LinkedIn

Introduction to LinkedIn InMail and Direct Message

Introduction to Video Prospecting

Using Video Prospecting Tools Like a Pro

Review of Week 5: Create Leverage with Social Media and Video Prospecting Tools

Course Review: Boosting Productivity through the Tech Stack

Introduction to the Mock Company

Peer Review Instructions and Sample

Strategies for Effective Social Selling

Building Your Brand on LinkedIn

Social Selling Index

InMail vs. Email

Practice Quiz - Basic Principles of Social Selling Tools

Practice Quiz - Using Social Selling Like a Pro

Practice Quiz - Practicing with LinkedIn InMail

Practice Quiz - Using Video Prospecting Tools Like a Pro

5 week: Create Leverage with Social Media and Video Prospecting Tools

Boosting Productivity through the Tech Stack

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Provided by

Coursera

Authored by

Salesforce

SV Academy

Taught by

Trailhead

Loren Crundwell

Paige Caldwell

Jolyn Cafferata

Luis Cazares

Richard Yang

Allie Kaiser

Eric Bryan

Boosting Productivity through the Tech Stack