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Coursera

Boosting Productivity through the Tech Stack

Salesforce via Coursera

Overview

This is Course 4 in the Salesforce Sales Development Representative Professional Certificate. In order to successfully complete the course, please ensure you have taken Course 1: Groundwork for Success in Sales Development, Course 2: Foundations for Interviewing with Confidence, and 3: Conversational Selling Playbook for SDRs.

This course demonstrates how to enhance productivity by implementing tech tools that streamline your SDR workflow. You’ll be introduced to a variety of best-in-class sales software that will help you achieve the most optimal results — every time. By the end of the course, you’ll feel confident in formulating bulletproof outreach strategies in order to engage with prospective customers.

Course 4 in the Sales Development Representative (SDR) Professional Certificate will give you the necessary skills to launch a career in the non-technical side of the tech industry.


By the end of the course, you will be able to:

- Examine and navigate the tech stack and stay up-to-date on the latest tech tools used in the tech sales workforce
- Understand the basic principles of customer relation management (CRM) tools and how to use them effectively as part of your workflow
- Use sales intelligence tools to find prospects and optimize your workflow
- Formulate bulletproof outreach strategies to engage with prospective customers
- Apply the power of social media and video to find and connect with prospects


To be successful in this course, you should have:

- An ability to communicate in verbal and written form in a way that is accessible and understandable by a general audience (you don’t need to be formal or refined)
- Baseline computer literacy (you must be able to use a word processor, web search, and email)
- Familiarity with social media, including LinkedIn
- Ability and willingness to learn new technology tools
- Motivation to grow personally and professionally
- Hunger for feedback and coaching
- Successfully completed the previous courses in this training

Syllabus

  • Tech Tool Basics for Sales Development
    • Explore how top-performing salespeople leverage tech tools, resourcefulness, and creative problem-solving to drive results.
  • Ground Your Workflow with Salesforce
    • Discover Salesforce, a foundational tool for sales development and tech industry professionals.
  • Optimize Your Workflow with Sales Intelligence Tools
    • Gain practical knowledge of sales intelligence, data enrichment, and call analysis tools.
  • Strategize, Interact, and Track with Sales Engagement Tools
    • Learn how to leverage engagement tools and generate bulletproof outreach strategies.
  • Create Leverage with Social Media and Video Prospecting Tools
    • Uncover the power of social media and video outreach to enhance human-to-human connection in a sales context.

Taught by

Jolyn Cafferata, Eric Bryan, Paige Caldwell, Trailhead and Allie Kaiser

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