Online ExpertTrack in Business & Management

CRM Fundamentals and Practice

Learn how to improve customer experience using customer relationship management platforms such as Salesforce.

Created by

FutureLearnFutureLearn

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In collaboration with

SalesforceSalesforce

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  • DurationApprox 12 weeks

    4 hrs per week

  • CertificatesEarn course Certificates
  • 100% onlineLearn at your own pace
  • Cost$39/monthFind out more
  • LevelIntroductorySee requirements

Boost your career in customer experience management

Customer experience (CX) and customer success professionals are in high demand, and are only expected to grow in the coming years. Growing your knowledge in these areas means that you could compete for one of 3.3 million new jobs expected to need Salesforce skills between 2016 and 2022.

Do you want to learn CRM skills to grow customer loyalty and sales for your organisation?

Customer relationship management (CRM) systems are key tools in CX management. The global industry is estimated to be worth $50 billion and is the biggest software market in the world. 60% of companies are expected to invest even more in this technology to help them generate reliable customer data to support data-driven decision making.

Want to be a part of this growing industry?

This ExpertTrack will teach you how to use Salesforce, including how to set up Salesforce at your organisation, and acquire key CRM skills to grow customer loyalty and sales.

The three courses have been designed in collaboration with Salesforce’s industry experts, offering an expert insider view of the platform used by 83% of Fortune 500 companies.

Discover how to improve customer experience (CX) using CRM systems

These three courses will impart key CRM skills to those looking for a career in customer experience management.

You will learn how to use Salesforce to improve customer experience at your organisation. You’ll also be empowered to utilise data-driven decision making to inform your customer experience strategy. The first course will teach you fundamentals of how to use Salesforce. You’ll learn how to set up the platform and basic Salesforce administration.

The second course explores how to manage leads, opportunities, accounts and contracts in Salesforce, how to run Salesforce reports and set up dashboards to gain insights from your customer data, and will also explore how to manage customer data.

The final course covers how to use Salesforce automation. This helps to improve customer experience by making sure that key opportunities for customer engagement aren’t missed. You’ll also explore CRM best practice.

Equipped with the CRM skills from this course, you’ll be ready to kickstart your career in customer experience management.

Content for this ExpertTrack has been adapted from the Customer Experience Management with Salesforce Training Microcredential - if you want to find out more, take a look at the Microcredential which offers smaller cohorts with tutor interactions and academic credit.

Industry statistics

  • Median base salary£42,500
  • UK job openings/month1,966

Key skills you will learn

  • Customer experience design
  • Customer journeys
  • Customer value strategies
  • Customer success management
  • CRM technologies
  • Salesforce
  • Customer experience management
  • Customer success
  • Customer relationship management
  • Data-driven decision making
  • Customer data
  • Customer strategy

Learning outcomes

By the end of the ExpertTrack, you’ll be able to...

  • Identify administration fundamentals and how to set them up in Salesforce
  • Evaluate criteria to construct customer experience processes
  • Create, identify and evaluate customer options via data held on CRM systems
  • Articulate how to automate processes and workflows and create support processes
  • Identify best practices for CRM

Experience required

This ExpertTrack is suitable for anyone who wants to learn how to use Salesforce to improve customer experience. No prior experience is required for this customer experience management ExpertTrack. Some prior knowledge of customer relationship management, customer success, or customer experience design would be beneficial. This is not essential, however, as these courses cover fundamental aspects of customer relationship management.

During the ExpertTrack we’ll be using the Salesforce Trailblazer platform.

Getting started

This Salesforce ExpertTrack will help you understand how to improve customer experience using CRM systems. In particular, it will enhance the CRM skills and employability of:

  • early-stage or aspiring customer success and customer experience management professionals
  • early-career customer experience managers looking for a CRM consultant role
  • business development and sales professionals looking to improve customer experience
  • product and marketing professionals whose roles rely on customer data and customer experience design, or who require Salesforce skills and experience

ExpertTrack course overview

  • Course 1

    Begin to understand how to use Salesforce CRM software to generate customer insights, in this introductory course.

    4 weeks

    4 hours per week

    • Week 1

      Introduction to the course and Salesforce
      • Welcome to the course
      • Administrator fundamentals and the Salesforce ecosystem
      • Wrap-up
    • Week 2

      Organisational setup
      • Introduction
      • Organisational setup
      • Collaboration on Chatter
      • Wrap-up
    • Week 3

      Admin and user setup
      • Introduction
      • Mobile administration
      • User setup
      • Wrap-up
    • Week 4

      Security and activity management
      • Introduction
      • Security and access
      • Activity management
      • Wrap-up
  • Course 2

    Continue learning how to use Salesforce in this course covering Salesforce reports, Salesforce objects, data management and more.

    4 weeks

    4 hours per week

    • 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
  • Course 3

    Discover how to use Salesforce automation to make processes and workflows more effective, and explore CRM best practice.

    4 weeks

    4 hours per week

    • 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 skills
      • Wrap up
    • Week 4

      Certification preparation and course wrap up
      • Introduction
      • Certification preparation
      • Wrap up

How ExpertTracks work

Join an ExpertTrack to master new skills in your chosen specialist area. Work through a series of topic-focused courses at your own pace, and pass the final assessment to earn a digital certificate award which proves your expertise.

Join a free 7-day trial

Decide if the ExpertTrack is right for you with free access to the full suite of courses and assessments for a week.

Keep learning for $39/month

Pay a monthly subscription fee of $39 for as long as it takes you to complete the ExpertTrack. You can learn at your own pace and cancel at any time.

Earn digital certificates

Receive a certificate for every completed course and pass the final assessment to earn a digital certificate that you can share with your professional network.

Become an expert

Use your specialist training to progress further in your career or build expertise in areas you’re passionate about.

World-class learning with FutureLearn

The social learning platform with hundreds of online courses from a quarter of the world’s top universities.

This ExpertTrack is in collaboration with Salesforce

Learn how leading industry technology provider Salesforce is used to drive business success. Throughout the course you will leverage Salesforce for CRM activities.

Meet your instructor

Experienced Salesforce consultant and project manager. Passionate about the Salesforce ecosystem and well versed in multi-cloud implementations. Certified Scrum Master and 4x Salesforce Certified.

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Start learning today - free 7-day trial

After your free trial you can:

  • Pay $39 per month to keep learning online
  • Have complete control over your subscription; you can cancel any time
  • Work at your own pace and set your own deadlines at every stage
  • Only pay while you’re learning; the subscription will cancel automatically when you finish
  • Complete online assessments to test your knowledge and prove your skills
  • Earn digital course certificates and a final award that you can share online, with potential employers, and your professional network
  • Keep access to the content of courses you complete even after your subscription ends
  • FAQ

    ExpertTracks are a series of online courses designed to help you master new skills in specialist areas. You pay a monthly subscription fee which includes access to all courses within the ExpertTrack, as well as assessments and the final digital certificate.

    Each ExpertTrack comes with a 7-day free trial period. You may cancel your subscription at any time and your subscription will automatically cancel when you finish the courses and assessments in your chosen ExpertTrack.

    Yes. All of our ExpertTracks come with a 7-day free trial. You may claim one free trial period per ExpertTrack.

    You have seven days before you will be charged your first monthly subscription fee. When you join an ExpertTrack you automatically receive a 7-day free trial period. You can cancel at any time during the trial period and no payment will be taken from your account.

    Please see our full refund policy here.

    No, all of our ExpertTracks consist of fully online courses. This means you can take an ExpertTrack from anywhere in the world.

    No. ExpertTracks are designed for you to master new skills in a specialist area. You will earn a digital certificate that proves your learning, but it does not carry accreditation.

    If you’re looking for certified or accredited courses, many of our microcredentials offer university credit or professional certification.

    Have more questions about ExpertTracks? Read the ExpertTracks FAQs, or contact us.