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

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Course Features

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Duration

4 weeks

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Delivery Method

Online

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Available on

Lifetime Access

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Accessibility

Mobile, Desktop

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Language

English

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Subtitles

English

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Level

Beginner

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Effort

4 hours per week

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Teaching Type

Self Paced

Course Description

Learners who are interested in learning Salesforce functionality will find this course useful. This course is part of the CRM Fundamentals and Practice Expert Track. This course will build on the foundational skills you learned in the first course. The CRM industry is expanding rapidly. Global CRM market value is $50 billion. It is expected to grow to 3. Between 2016 and 2022, there will be 3 million more jobs. Salesforce and other CRM platforms can help you build competitive advantage by offering better customer service, a greater value to potential employers, and helping you achieve your career goals. Salesforce objects are what you'll be learning. Salesforce objects are collections of customer data that have been categorized according to lead, contact, or opportunity. These data points will help you organize your relationships and improve them. The next step is to learn how Salesforce dashboards and reports can be created. This will allow you to understand the data that your customers are telling you. These dashboards can be a key part of data-driven decision-making and driving sales and customer loyalty improvements. We will also discuss how Salesforce manages your data and how to assess data quality to make sure your data is accurate and complete. This is crucial, because it is on customer data that your CX strategy will be built.

Course Overview

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Alumni Network

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International Faculty

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Post Course Interactions

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Instructor-Moderated Discussions

Skills You Will Gain

What You Will Learn

Define what objects are and how they are used

Articulate how to manage data and data quality

Recognise how to manage leads, opportunities, accounts and contracts

Articulate how to run reports and create dashboards

Target Students

This 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

Course Instructors

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Laura Zuluaga

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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