CRM Fundamentals and Practice: Introduction to Salesforce

Offered byFutureLearn

CRM Fundamentals and Practice: Introduction to Salesforce
at
FutureLearn
Overview

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

Duration	4 weeks
Mode of learning	Online
Official Website	Go to Website
Credential	Certificate

CRM Fundamentals and Practice: Introduction to Salesforce
at
FutureLearn
Highlights

Earn a certificate from Future Learn

CRM Fundamentals and Practice: Introduction to Salesforce
at
FutureLearn
Course details

Skills you will learn

Sales Relationship Management Salesforce Customer Relationship Business Development Big Data

Who should do this course?

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

What are the course deliverables?

Recognise key capabilities of Salesforce

Identify administration fundamentals and how to set them up in Salesforce

More about this course

In this insightful course, you will begin to learn how to use Salesforce CRM software to better understand your customers.
You'll learn how to improve customer experience, and how to use CRM data to power data-driven decision making.
Ultimately, you will be able to design and execute a winning customer experience strategy for your organization with your new CRM skills.
CRM systems likes Salesforce are designed to help you manage customer relationships effectively and efficiently.

CRM Fundamentals and Practice: Introduction to Salesforce
at
FutureLearn
Curriculum

Introduction to the course and Salesforce

Welcome to the course

Administrator fundamentals and the Salesforce ecosystem

Wrap-up

Organisational setup

Introduction

Organisational setup

Collaboration on Chatter

Wrap-up

Admin and user setup

Introduction

Mobile administration

User setup

Wrap-up

Security and activity management

Introduction

Security and access

Activity management

Wrap-up

CRM Fundamentals and Practice: Introduction to Salesforce
at
FutureLearn
Faculty details

Laura Zuluaga

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.