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
Requirements
No
Description
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 !
Overview
Section 1: Introduction
Lecture 1 Introduction: What is CRM?...
Section 2: Microsoft Dynamics (Sales)
Lecture 2 Microsoft Dynamics (Sales)
Lecture 3 Essential skills in sales & CRM
Lecture 4 Dynamics 365 for Marketing (a glance)
Section 3: Leads: Database & Qualification
Lecture 5 Leads: Database & Qualification
Lecture 6 Zoho CRM and Leads Qualification Frameworks
Lecture 7 SalesIQ
Section 4: Salesforce (Sales)
Lecture 8 Salesforce (Sales)
Section 5: Microsoft Dynamics (service & field service)
Lecture 9 Microsoft Dynamics (service & field service)
Section 6: Triggers & Workflows
Lecture 10 Triggers & Workflows
Section 7: Quiz
As basically all companies are moving into integrating Microsoft Dynamics and related systems, this has become vital to be attained by all involved in business

Homepage

https://www.udemy.com/course/conceptual-crm-technology/