Building CRM Knowledge and Earn Credentials

 Hello!

This week’s mission was to create an account with trailhead and complete three courses and report on what we learned (kind of exciting). Through trailhead I can build CRM (Customer Relationship Management) knowledge and earn credentials.

So, let’s look at what courses I chose…

Effective Emails: Quick Look

By doing this module I learned how to send a business email. Key takes, actionable, clear, and easy to read. Subject line should be a headline, informative but not too informative. Also keep it concise with a structure of introduction, context, and a call to action.

I thought this module might be handy to do because I hate emails and never know if I’m giving too much information and waffling (I think it’s safe to say I’ve been waffling the whole time😬).

Sales Role: Quick Look

The definition of a ‘salesblazer’ is someone who strives to solve problems with the best possible products and services. Salesblazers have technical skills, eg. Recruiting/hiring, and soft skills, eg. relationship building. The different roles include business development representatives, account executive, sales leader, sales operations, and chief revenue officer. None of which sound appealing.

I picked this module because I’m currently in a sales assistant role. Something I will not be doing for the rest of my life (just want to stress that!) but thought it might be interesting, but I was wrong.

Business Analyst: Quick Look

A business analyst guides businesses to improve processes and efficiency and is involved in many activities. A couple of examples are facilitating solutions and documenting requirements. I also learned what misconceptions are around the role, such as being super technical.

I picked this module because I didn’t know what a business analyst was to be honest. But I can now confirm that I have no interest in being a business analyst.

Well, I hope that was somewhat decent (probably my worst upload yet😓) and at least a small bit enjoyable.

Until next time,

Saoirse