Microsoft Dynamics, Salesforce, Leads, Service, Field Service, Sales, Customer Relationship Management
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 !
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.
Course Content
- Introduction –> 1 lecture • 16min.
- Microsoft Dynamics (Sales) –> 3 lectures • 7min.
- Leads: Database & Qualification –> 3 lectures • 16min.
- Salesforce (Sales) –> 1 lecture • 5min.
- Microsoft Dynamics (service & field service) –> 1 lecture • 7min.
- Triggers & Workflows –> 1 lecture • 4min.
- Quiz –> 0 lectures • 0min.
Requirements
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 !