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    CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management

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    Futurelearn

    Learn to use salesforce and analyse salesforce reports and salesforce objects through the Salesforce Reports, Objects and Data Management.

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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 Reports, Objects and Data Management certification course is being offered by the FutureLearn portal in collaboration with Trailhead and endorsed by Coventry University, U.K. This course is a second installment of the CRM Fundamentals and Practice programme. In this course, candidates will learn to develop sales and marketing campaigns in the business of the organisation and how to analyse salesforce reports and dashboards. Also, the CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management online course will teach learners the use of Salesforce in CRM.

    The CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management training classes will be conducted in online mode on the FutureLearn portal. The course syllabus is divided into four weeks wherein each week will help the candidates with developing different skill sets related to customer relationship management (CRM). This is self-paced learning and investing four hours weekly to complete the course topics. The course will be instructed by Laura Zuluaga, an experienced salesforce consultant, and a project manager. To apply for this course, candidates must visit the provider’s official website and register. Details related to the course are given below in the article.

    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 Reports, Objects and Data Management Course 

    Course

    Fee Details

    CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management Course

    ₹900/month. 

    certificate availability

    Yes

    certificate providing authority

    Futurelearn

    Who it is for

    Customer service manager

    Customer Relationship Manager - This course will help professionals to manage customer services and suggest and work on suggestions to improve the customer experience and manage relationships with customers on behalf of the organisation. 

    Customer Service Manager - The CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management course will help customer service managers to develop customer experience strategies in the favour of the organisation. This will help them to improve customer service and their experience towards the organisation’s products and services.

    Data Analysts - Professionals working as data analysts will be able to manage and analyse important data for the organisation. On the basis of the analysis, these professionals will give suggestions to the managers to improve the quality of the data in order to improve customer experience and maintain customer relations. 

    The CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management training will help business development executives and professionals belonging from marketing backgrounds to understand the use of CRM systems and how to use it to improve customer experience. This course will benefit freshers or early-stage professionals who want to start their careers as CRM professionals or project managers.

    Eligibility criteria

    There is no specific eligibility or prerequisite requirement for taking admission to the CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management training course.

    Certificate Qualifying Details

    Candidates will be qualified for getting a completion certificate for the course, after completing all the topics of the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management certification syllabus and appearing for the online assessment of the course.

    What you will learn

    Business management Customer service Marketing skills Database management

    Through the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management course, candidates will be able to:

    • Use salesforce to create customer data and manage important data of the organisation.
    • Candidates will be able to gain key skills such as CRM skills.
    • Along with this, candidates will be able to create and analyse different types of databases, reports and provide recommendations to improve customer experience

    The syllabus

    Week 1: Introduction to the Course and Object Customisation

    • Introduction 
    • Object Customisation
    • Wrap-up

    Week 2: Data Management

    • Introduction 
    • Data Management
    • Wrap-up

    Week 3: Sales and Marketing

    • Introduction
    • Sales and Marketing
    • Wrap-up

    Week 4: Reports and Dashboards

    • Introduction
    • Analytics: Reports and Dashboards
    • Wrap-up

    Admission details

    • For admission to the CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management online course, candidates have to visit the FutureLearn portal and register for the course using this link - https://www.futurelearn.com/courses/crm-fundamentals-and-practice-salesforce-reports-objects-data-management.
    • Click on the register button, provide all the required details such as the candidate’s name, age, email id, and set up a password for the future learn portal.
    • Next, candidates have to log in to the portal using the same email id and password provided at the time of registration.
    • Search for the CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management training course and enroll in it.

    How it helps

    The benefits of completing the CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management online course are:

    • Candidates will be able to identify and define the objects and how they were used in the salesforce in order to improve the customer experience.
    • Candidates will be able to manage data and improve the data quality of the organisation. This will help them to keep data in a well-organised manner.
    • Also, they will learn to manage leads, opportunities, accounts, and contracts of the organisation. This will help them to manage the organisation and provide more benefits to the customer and help in growing business.
    • Candidates will be able to diagnose problems the customers are facing and understand the process of analysing reports and creating dashboards using salesforce.

    Instructors

    Ms Laura Zuluaga
    Project Manager
    Freelancer

    FAQs

    What is the eligibility requirement for taking admission to the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management online course?

    There is no eligibility requirement for taking admission to the CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management online course.

    What is the duration of the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management training course?

    The CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management course is a four-week training programme. Candidates can give their time for this course at their own convenience. It is advised to give at least four hours per week to complete the course on time.

    Who is offering the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management certification course to the students?

    The CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management online course is offered by the FutureLearn portal in collaboration with Trailhead and Coventry University, U.K.

    What will learners get after completing the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management online course?

    Candidates will get an e-certificate from the future learn portal and Coventry University. This certificate can be used in CVs to find job opportunities in different sectors.

    Who will instruct the CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management training course to learners?

    The CRM Fundamentals and Practice: Salesforce Reports, Objects and Data Management training course will be instructed by Laura Zuluaga, who is an experienced salesforce consultant and a project manager.

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