CRM Fundamentals and Practice
Learn Path Description
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 statisticsMedian base salary£42,500UK job openings/month1,966Source: Glassdoor’s Best Jobs (2019)
Skills You Will Gain
Courses In This Learning Path
Total Duration
4 weeks
Level
Intermediate
Learn Type
Certifications
CRM Fundamentals and Practice: Introduction to Salesforce
Are you looking to improve your customer relationships? To do this, you will need to have the right tools and insight - CRM skills are essential to analyze and improve customer experience across multiple platforms. This is key to closing sales and retaining customers. Modern organisations need CRM to be competitive. This is why the industry was valued at $50 billion in 2019, and is one the fastest-growing software types. This course will teach you how Salesforce CRM software can be used to better understand your customers. With your new CRM skills, you'll be able design and implement a winning customer experience strategy.
Salesforce CRM systems are built to manage customer relationships efficiently and effectively. These platforms offer customer data that gives you a complete view of all customers and the history of your company with them. Customer data from CRM systems can be used for more than just customer relationship management. Data-driven decision-making is key in today's age of big data and analytics. Salesforce is the most widely used CRM software in the world, accounting for 19% of global market share. This course was developed in collaboration with Salesforce. It has over 150,000 customers, 83% of Fortune 500 companies.
Total Duration
4 weeks
Level
Beginner
Learn Type
Certifications
CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
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.
Total Duration
4 weeks
Level
Beginner
Learn Type
Certifications
CRM Fundamentals and Practice: Salesforce Automation and Best Practice
Modern organisations are increasingly looking for ways to increase their competitive edge by improving customer relationship management (CRM). It is essential to provide exceptional customer experience (CX), as this will help you stand out in a sea of competition. It is not surprising that the global CRM market has a value of $50 billion.
This course will teach you more advanced Salesforce skills that will help you streamline your work. Salesforce automation will help you create better workflows, efficiency, and support processes. Salesforce experts will also be sharing best practices in CRM.
Salesforce automation will help you make your workflows and processes more efficient. This functionality can be used to improve customer experience by automatically triggering actions in certain contexts.
This course also covers CRM best practices. These insights will ensure that you can work efficiently and get the most from your CRM system. These CRM best practices can also be used to help ensure that your customer service strategy is ethically and responsibly.
Salesforce collaborated on this course to help you improve your CRM skills. Salesforce is the most widely used CRM system in the world, with over 150,000 customers worldwide and a 19% market share. Salesforce is especially popular among Fortune 500 companies, where 83% use it.
