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    CRM Fundamentals and Practice: Salesforce Automation and Best Practice

    BY
    Futurelearn

    Learn to use CRM skills and salesforce to improve customer experience through the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course.

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    Mode

    Online

    Duration

    4 Weeks

    Quick Facts

    particular details
    Collaborators Coventry University, Coventry
    Medium of instructions English
    Mode of learning Self study
    Mode of Delivery Video and Text Based
    Learning efforts 4 Hours Per Week

    Course overview

    The CRM Fundamentals and Practice: Salesforce Automation and Best Practice training course are being offered by the FutureLearn portal in collaboration with Trailhead and endorsed by Coventry University, the U.K. During the course, learners will learn how to use customer relationship management (CRM) skills to manage and improve customer experience. Also, candidates will learn to use salesforce automation in terms of managing customer experience and implement customer experience strategy in an ethical manner.

    The CRM Fundamentals and Practice: Salesforce Automation and Best Practice online course is a part of the CRM Fundamentals and Practice training programme offered by the FutureLearn portal. This course is a four-week training course taught online by Laura Zuluaga, who is an experienced salesforce consultant and a project manager. This course is a self-paced learning course, in which a learner can invest up to four hours weekly to complete the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course modules. Interested candidates will have to visit the official website of the provider and register. For more details related to the CRM Fundamentals and Practice: Salesforce Automation and Best Practice certification course, go through the article below.

    The highlights

    • FutureLearn Course
    • Certificate of Completion by Coventry University
    • 4 Weeks Course
    • 100% Online course
    • Self-Paced Course

    Program offerings

    • Crm fundamentals and practice course
    • Future learn portal
    • Certificate of completion
    • Recorded lectures
    • Study materials
    • Interactive sessions
    • Doubt session

    Course and certificate fees

    Fee Structure of the CRM Fundamentals and Practice: Salesforce Automation and Best Practice Course 

    Course

    Fee Details

    CRM Fundamentals and Practice: Salesforce Automation and Best Practice Course

     ₹900/month for the portal. The amount has to be paid online

    certificate availability

    Yes

    certificate providing authority

    Futurelearn

    Who it is for

    Customer service manager

    Customer Relationship Manager - This course will help these professionals to manage customer services and provide suggestions in order to improve the customer experience for the organisation and manage relationships with customers on behalf of the organisation. 

    Customer Service Manager - The CRM Fundamentals and Practice: Salesforce Automation and Best Practice course will help them to develop customer experience strategies and develop support processes using salesforce to fulfill the requirements of the customers.

    The CRM Fundamentals and Practice: Salesforce Automation and Best Practice online course will help business development executives and professionals from marketing backgrounds to understand the use of CRM systems in improving customer experience. Also, this course will be beneficial for the freshers or early-stage professionals who are willing to start their careers as CRM professionals or project managers.

    Eligibility criteria

    For admission to the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course, no specific eligibility or prerequisites are required to take admission to this course.

    Certificate Qualifying Details

    To get CRM Fundamentals and Practice: Salesforce Automation and Best Practice training completion certificate, candidates have to complete all the course modules and appear in the online assessment of the course.

    What you will learn

    Business management Customer service Marketing skills Database management

    Through CRM Fundamentals and Practice: Salesforce Automation and Best Practice course, candidates will be able to:

    • Use salesforce automation to make processes and workflow more efficient.
    • Provide good customer services to the target customers.
    • Improve customer experience.
    • Develop a customer experience strategy to manage customers.
    • Candidates will explore CRM best practices to manage the work environment.
    • Candidates will understand the use of the salesforce trailblazer platform for CRM practice.

    The syllabus

    Week 1: Introduction to the Course and Workflow and Process Automation

    • Welcome To The Course
    • Workflow and Process Automation
    • Wrap-up

    Week 2: Service and Support Management

    • Introduction 
    • Service and Support Management
    • AppExchange
    • Wrap-up

    Week 3: Best Practices

    • Introduction 
    • Best Practices For CRM Success
    • Enhanced Administration Skill
    • Wrap-up

    Week 4: Certification Preparation and Course Wrap Up

    • Introduction 
    • Certification Preparation
    • Wrap-up

    Admission details

    • Interested candidates taking admission to the CRM Fundamentals and Practice: Salesforce Automation and Best Practice training course will have to register on the future learn portal by using this link - https://www.futurelearn.com/courses/crm-fundamentals-and-practice-salesforce-automation-best-practice.
    • After opening the link, click on the register button, this will redirect candidates to the registration page of the portal.
    • Candidates have to provide the necessary information such as the candidate’s name and age, email address and candidates will have to set up a password for this portal.
    • After registration, candidates will use the same email address and password to log in to the future learn portal.
    • Search for the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course and take admission to this course.

    How it helps

    The benefits of the CRM Fundamentals and Practice: Salesforce Automation and Best Practice training that candidates will get are:

    • Candidates will be able to analyse automated processes and workflows and create support processes for a better customer experience.
    • Along with this, candidates will be able to identify and apply best practices to manage customer relationships. 
    • Candidates will also get a completion certificate of the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course which will help them to grow in their careers and explore new job opportunities in different sectors.

    Instructors

    Ms Laura Zuluaga
    Project Manager
    Freelancer

    FAQs

    What is the duration of the CRM Fundamentals and Practice: Salesforce Automation and Best Practice online course?

    The CRM Fundamentals and Practice: Salesforce Automation and Best Practice course is a four-week training course in which candidates will learn how to use salesforce automation and make the best use of CRM for the organisation.

    Who will teach the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course to the learners?

    The CRM Fundamentals and Practice: Salesforce Automation and Best Practice course will be taught by Laura Zuluaga, experienced salesforce consultant and project manager.

    What is the fee structure of the CRM Fundamentals and Practice: Salesforce Automation and Best Practice certification course?

    Candidates who are willing to take admission to the CRM Fundamentals and Practice: Salesforce Automation and Best Practice online course will have to take a monthly subscription of $39 for the future to learn portal after completing the free trial of the portal.

    Where to register for the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course?

    Candidates who want to take admission to the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course will have to register on the future learn portal using this link - https://www.futurelearn.com/courses/crm-fundamentals-and-practice-salesforce-automation-best-practice.

    How will the CRM Fundamentals and Practice: Salesforce Automation and Best Practice course classes be conducted?

    The CRM Fundamentals and Practice: Salesforce Automation and Best Practice course class will be online on the future learn portal. This course will be taught through interactive sessions, doubt sessions in online mode.

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