Careers In Salesforce » Week 1 » Sales And CRM Overview

Q: What are the four main categories where a sales operations specialist typically provides value?

While the exact job structure and responsibilities will vary from business to business, a sales operations specialist typically achieves this by providing value under four main categories: <ul> <li> Strategy — for example, providing sales forecasting through the use of Salesforce data, and offering ideas for how to optimize the sales process. </li> <li> Technology — for example, leading the adoption and customization of a CRM like Salesforce as well as other integrations in the sales team’s tech stack. </li> <li> Operations — for example, finding the best use of the many tools in Salesforce to make sales and support teams' work more efficient. </li> <li> Performance — for example, using reports to leverage Salesforce data to determine how effectively and efficiently the members of a sales team are doing their jobs. </li> </ul>

Q: True or False: The sales operations specialist role is a clearly defined job title that is standard across all businesses.

Yes! Every organization defines the responsibilities of this role differently and may even use different names for the same type of position.

Q: Which of the following job roles require foundational Salesforce knowledge and skills?

Yes! Some roles that require foundational Salesforce skills are Salesforce Administrator, Salesforce Developer, sales support specialist, sales operations specialist, and Salesforce business analyst.