CRM

Overview of CRM Training:

A customer relationship management (CRM) system is a helpful tool in building strong relationships with customers. You can now take advantage of the powerful and user-friendly features to automate the marketing and sales processes within your organization.

 

SalesForce:

Building strong relationships with your customers is the key to sales success. The Salesforce CRM customer relationship management system enables you to manage your customer relationships more effectively and efficiently—resulting in greater sales to new and existing customers. This course will give you the knowledge and skills you need to use Salesforce in the real world—ultimately enabling you to meet and exceed your sales targets.

Course Objectives:

In this course, you will create and manage records in the trial version of Salesforce Sales Cloud Lightning Enterprise Edition.

You will:

  • Create a basic Salesforce Sales Cloud environment and navigate the interface.
  • Optimize lead qualification.
  • Manage accounts and contacts.
  • Manage the opportunity pipeline.
  • Use Salesforce email.
  • Work with reports and dashboards.

 

Zoho CRM

These courses will provide you with the knowledge and skills needed to use the advanced features of Zoho CRM in the real world. You will use Zoho CRM to improve your individual and team efficacy by designing advanced templates, using autoresponders, creating advanced workflows, collaborating with your colleagues with the Feeds module, and creating forecasts. In addition to these CRM functions, you will learn how integrations with other Zoho products and third-party applications can enhance Zoho CRM.

Course Objectives:

Upon successful completion of this course, you will be able to improve sales, marketing, and customer support efficiency through integrating advanced CRM features and other applications.

In this course, you will:

  • Improve job task efficiency with Zoho CRM.
  • Manage a team with Zoho CRM.
  • Improve marketing with Zoho Campaigns, Google AdWords, and Zoho CRM.
  • Build customer relationships with Zoho SalesIQ and Zoho CRM.
  • Analyze CRM data with the Advanced Analytics Add-On.

Sign up for a SalesForce or ZoHo CRM course today!

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