Conceptual CRM Technology
This intermediate course provides a comprehensive introduction to CRM, focusing on Microsoft Dynamics, Salesforce, and other vendors. Learn about service, field service, sales, database management, triggers, workflows, and more. Perfect for anyone involved in business as companies increasingly integrate these systems.
What you’ll learn
- What is Customer Relationship Management
- Service, Field Service, Sales & Marketing
- Omnichannel Marketing
- Customer Data Platform
- Leads (database & qualification) and Opportunities
- Internet of Things
- Triggers & Workflows
- Microsoft Dynamics, Salesforce and Zoho
This course revolves around the foundations of CRM. It explains all the main terminologies and associated concepts in Microsoft Dynamics, Salesforce and other vendors. It does not discuss in details the operations of the latter systems. It tackles mainly the fields of service, field service and sales. It is basically the best introduction one can get about CRM, its major vendors, database for leads, business process flows, triggers, workflows and more. This course will not provide a demo about any certain software as it discusses various ones, and besides to retain such matter , one needs to be involved in it !
Who this course is for:
- As basically all companies are moving into integrating Microsoft Dynamics and related systems, this intermediate course has become vital to be attained by all involved in business
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