CRM Platforms at Sales, Service, Marketing and Business Management (Siebel, Dynamics CRM/365, Salesforce, SAP CRM)
⚡ Quick Summary
- 📚 12 lectures • 1h 41min • All Levels
- ⭐ 4.1/5 from 1.1K reviews • 65.1K students
- 👨🎓 By MTF Institute of Management, Technology and Finance
- 💰 Price: €14.99 • 30-day guarantee
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📊 Course Details
🎯 Who Is This Course For?
✔ Ideal For
- Learners at any experience level
- Anyone wanting to learn business principles of customer relationship management
❌ Not Ideal For
- Those who don't understand English (US)
- Those seeking accredited academic degrees
🎯 What You'll Learn
📄 Full Course Description
Professional Diploma in CRM Platforms Management (Sales, Service, Marketing and Business Management with CRM Platforms)
Course provided by MTF Institute of Management, Technology and Finance
MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.
MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.
MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry.
MTF is present in 218 countries and has been chosen by more than 950 000 students.
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Welcome to course: Business Principles of Customer Relationship Management, Multichannel Sales, Service, Marketing and Business Management with oCRM (Microsoft Dynamics 365 (CRM), Oracle Siebel CRM, Salesforce) and aCRM tools (SAS MA, Microsoft Azure, AWS).
Short Description: Course will be interesting to anybody who want to know business cases and business environment of usage of a+о CRM systems. We will consider different business topics, practical examples and cases and also will talk about business related questions of implementation.
Considered Business Areas:
Sales Management
Service and claims Management
Cross-sale and up-sale
Digital Channels building
Examples from Consumer Lending, Mortgage and other produc-lines of Retail Business
Considered types of systems:
Operational CRM
Analytical CRM
Partners CRM
Course Content:
Introduction to CRM methodology and software area
CRM usage at sales channels management (branchs network, contact center, POS)
CRM at building of partners and agent channels
CRM as a fondation for building of remote and digital channels
Sales and service management methodology
Introduction to Analytical CRM (aCRM)
Business Cases of ACRM usage
aCRM Implementation
CRM at Marketing and digital acquisition
Implementation strategy
Course Full Description:
Introduction to the world of 360 degree overview of a business:
• Overall information about CRM and oCRM systems usage cases and implementation
• Practical cases at sales, service, marketing and business management
• Usage of CRM as a platform for digital channels building
• Examples from leading worldwide banks
• Course for business experts and tech experts, who want to understand business environment.
Introduction to CRM implementation:
• Key focuses of CRM launching
• Key areas of usage
• Business principles and details
• Examples from retail banking, consumer lending and mortgage business
Course Author:
IGOR DMITRIEV
Digital Business and Retail Banking Expert
Education:
• MBA, The Boston University, USA
• Master of Science at Engineering (Technical) Management, The State University of New York at Buffalo, USA
• Master of Science at Informatics and Economics, The Saint- Petersburg State University of Finance and Economics, Russia
• Six Sigma Black Belt
Experience:
• Expert at Banking (>15 years), FinTech & Digital (>12 years). Experienced Manager (>10 years) with successful track of records at personal and corporate entrepreneurship.
• More than 10 years at worldwide banking groups such us Societe Generale, Raiffeisenbank.
• Experience at roles: CEO, Head of Business, Chief Digital & Marketing Officer, Head of Digital Transformation and Channels, Head of Products and Marketing.
Linked topics:
Business and Entrepreneurship Fundamentals
Digital Marketing
Project Management
Finance Fundamentals
Marketing Strategy
Online and Digital Business
Leadership
Sales Skills
Microsoft Dynamics 365
B2B Sales
CRM
Customer Relationship Management
Oracle Siebel CRM
Salesforce
CRM Software Overview
Overview of different CRM software and use cases
⚖ Pros & Cons
👍 Pros
- 65.1K students enrolled - high demand in Business
- Strong 4.1/5 rating from 1.1K reviews
- 12 focused lectures (1h 41min)
- Taught by MTF Institute of Management, Technology and Finance - Institute of Management, Technology and Finance
👎 Cons
- Taught in English (US) - may need subtitles for non-speakers
- Relatively short course (12 lectures) - may lack depth
- Pre-recorded format without live instructor interaction
- Not an accredited academic credential
👨🎓 About the Instructor
MTF Institute of Management, Technology and Finance
Institute of Management, Technology and Finance
⭐ 4.1 Rating • 👥 65.1K Students
🎓 How to Enroll
Visit Udemy for pricing.
Takes under 1 minute.
Access all 12 lectures.
❓ Frequently Asked Questions
🔍 People Also Ask
📖 Sources & References
- Course data: Professional Diploma in CRM Platforms Management on Udemy
- Platform info: About Udemy
- Refund policy: Udemy Refund Policy
- Rating & enrollment data verified via Udemy source on
⚡ TL;DR
Professional Diploma in CRM Platforms Management is a recommended course with solid ratings from verified learners.
Backed by Udemy's 30-day money-back guarantee.
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Professional Diploma in CRM Platforms Management
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