- Duration4 weeks
- Weekly study4 hours
- 100% onlineTry this course for free
- Included in an ExpertTrackCourse 3 of 3
- Get full ExpertTrack access$39/month
CRM Fundamentals and Practice: Salesforce Automation and Best Practice
Strengthen your CRM skills to improve customer experience
Customer relationship management (CRM) has become an increasingly important skill for modern organisations seeking to gain a competitive advantage. With competition continually growing more intense, providing great customer experience (CX) is crucial to stand out from the crowd. In this context, it is unsurprising that the global CRM market is worth $50 billion.
This course will introduce more advanced Salesforce skills to streamline your work. You’ll learn how to use Salesforce automation for better workflows and efficiency, and create support processes. You’ll also explore CRM best practice with Salesforce experts.
Discover how to use Salesforce automation to improve customer experience
You’ll learn how to use Salesforce automation to make your processes and workflows more effective. By using this functionality, you can improve customer experience and success by automatically triggering certain actions in specific contexts. This section of the course will also cover how to create support processes in Salesforce to further enhance your CX.
Explore CRM best practice with Salesforce experts
This course also explores CRM best practice. These insights will help make sure that you are able to work effectively and get the most out of your system. These CRM best practices will also help you to ensure that your customer experience strategy is ethical and responsible.
This course has been designed in collaboration with Salesforce , to improve your CRM skills. With over 150,000 customers and a 19% global market share, Salesforce is the world’s most popular CRM system. It is particularly popular with Fortune 500 companies, no fewer than 83% of which use Salesforce.
What will you achieve?
By the end of the course, you‘ll be able to...
- Articulate how to automate processes and workflows and create support processes
- Identify best practices for CRM
Who is the course for?
his course is aimed at professionals seeking to improve customer experience and success through using CRM systems. It would be suitable for early-career professionals, those looking to move to CRM roles, or biz dev, product, or marketing professionals.
Learn how to improve customer experience using customer relationship management platforms such as Salesforce.