What is CRM?
CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.
How is CRM used?
Zippia reviewed thousands of resumes to understand how crm is used in different jobs. Explore the list of common job responsibilities related to crm below:
- Migrated data from Oracle CRM to SalesForce.com.
- Performed accurate data input in various systems such as: CRM, CSS, Salesforce, Sage & Accurint.
- Utilized CRM (Zendex) to record track and manage inquiries.
- Explored and consulted companies marketing needs to create effective lead-generating programs through data mining, CRM Software and triggered-based marketing campaigns.
- Used the Microsoft CRM system and SAP account information to monitor and communicate with accounts.
- Utilize Sales Force CRM tool on a daily basis.
Are CRM skills in demand?
Yes, crm skills are in demand today. Currently, 64,957 job openings list crm skills as a requirement. The job descriptions that most frequently include crm skills are customer service specialist lead, central region sales manager, and oracle applications consultant.
How hard is it to learn CRM?
Based on the average complexity level of the jobs that use crm the most: customer service specialist lead, central region sales manager, and oracle applications consultant. The complexity level of these jobs is challenging.
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What jobs can you get with CRM skills?
You can get a job as a customer service specialist lead, central region sales manager, and oracle applications consultant with crm skills. After analyzing resumes and job postings, we identified these as the most common job titles for candidates with crm skills.
Customer Service Specialist Lead
- CRM
- Inbound Calls
- Customer Satisfaction
- Outbound Calls
- Customer Complaints
- Medicare
Central Region Sales Manager
Job description:
A central region sales manager collects, analyzes, and summarizes market trends, sales information, competition, product, and services. Besides maintaining communication platforms with the product and solutions manager and director of sales, a central sales manager also analyzes services, products, and incentives' cost-benefit ratios. A central region sales manager presents, explains, documents, or demonstrates operations improvements and cost reductions. These professions lead and supervise regional sales teams, promote sales effectiveness, and update internal applications, such as CRM, with accurate information.
- CRM
- C-Level
- Sales Management
- Sales Organization
- Business Development
- Sales Process
Information Technology Technician/Sales
- Account Management
- CRM
- Product Knowledge
- Computer System
- Windows
- Troubleshoot
Corporate Sales Representative
Job description:
Corporate Sales Representatives describe products or services through solid arguments to their prospective customers or clients. The representatives show clients the benefits of product ownership. They execute cost-benefit analyses of their regular and potential clients. Maintaining positive corporate relationships is important for the representatives to ensure their sales in the future. Also, they are the ones who keep the cash of the company flowing and ensure effective financial management.
- CRM
- Corporate Sales
- Sales Process
- Product Knowledge
- C-Level
- Salesforce
Consulting Director Of Sales
- CRM
- Project Management
- Business Development
- ERP
- Direct Sales
- Sales Strategy
Desk Manager
Job description:
A desk manager's responsibilities focus on facilitating communication and performing organizational support tasks to maintain the smooth flow of operations at offices. Although the extent of their duties primarily depends on their company or employment industry, it usually includes handling calls and correspondence, answering inquiries, resolving issues and concerns, forwarding calls and messages, arranging appointments and schedules, organizing files, and overseeing various communication materials. In some offices, a desk manager manages different teams, supervising their performance while enforcing company standards and policies.
- CRM
- Sales Process
- Quality Customer Service
- CSI
- Sales People
- Sales Desk
Business General Manager
Job description:
A business general manager oversees the daily operations in a business establishment or office. They are typically in charge of setting goals and objectives, establishing guidelines and schedules, assessing the performance of the workforce, coordinating departments, and developing strategies to optimize business procedures. They may also perform clerical tasks such as producing progress reports, answering calls and correspondence, and preparing documents and presentations. Furthermore, as a general manager, it is essential to lead and encourage the workforce to reach goals and sales targets, all while implementing the company's policies and regulations.
- General Business
- CRM
- Human Resources
- Business Processes
- Customer Satisfaction
- Business Operations
Customer Relationship Specialist
Job description:
A customer relationship specialist is responsible for providing the highest quality services for the customers by responding to their inquiries and concerns and resolving their complaints. Customer relationship specialists document calls, update the account information of the customers on the database, and coordinate with the sales team in developing promotional techniques to sell goods and services for the customers. These specialists process orders, post payments, and confirm details with the customers. A customer relationship specialist must have excellent communication and organizational skills, especially in achieving customer satisfaction for business goals and objectives.
- CRM
- Salesforce
- Digital Marketing
- Customer Relationships
- Email Marketing
- Excellent Interpersonal
Senior Technical Service Specialist
- Technical Support
- CRM
- Test Equipment
- FDA
- Customer Service
- Customer Accounts
Master Lay Out Specialist
- Customer Service
- Cloud
- CRM
- Business Development
- ERP
- Infrastructure
Director Of Senior Programs
Job description:
In the healthcare industry, a director of senior programs is primarily in charge of overseeing the daily operations at senior centers, aiming to give residents a quality and efficient service. It is their duty to set objectives and guidelines, spearhead the development of programs and services, manage staff and delegate tasks, liaise with external parties such as sponsors and vendors, and address problems or concerns, resolving them promptly and efficiently. Furthermore, a director of senior programs must enforce the establishment or facility's safety policies and regulations to maintain a healthy and safe environment for everyone.
- CRM
- Lead Generation
- ROI
- Project Management
- SR
- Product Development
Territory Account Executive
Job description:
A territory account executive is in charge of overseeing and securing sales in a particular area. They mostly handle client accounts, usually offering products and services through face-to-face interactions, calls, or correspondence. Among their responsibilities include researching business and client opportunities, developing sales strategies, arranging appointments, discussing product specifications and payment terms, negotiating contracts, collecting fees, and building positive relationships with clients. Furthermore, a territory account executive must produce regular progress reports, coordinating with managers and staff.
- Salesforce
- CRM
- Customer Service
- Sales Cycle
- Customer Accounts
- Account Executives
Inside Sales Administrator
- CRM
- Order Entry
- Purchase Orders
- Salesforce
- Customer Data
- Trade Shows
Advertising Sales Representative
Job description:
Advertising sales representatives are professionals who sell advertising space in print publications, websites, and outdoor media to companies that want to advertise their products. These representatives are required to identify potential clients and meet them to present information about all the advertising services that they can offer to them. To identify potential clients, representatives must carry out tasks such as placing cold calls, sending out emails, or following up on inquiries. Advertising sales representatives must also keep in regular contact with their current clients and maintain customer satisfaction.
- CRM
- PowerPoint
- Media Sales
- Account Management
- SEM
- Sales Territory
OEM Sales Manager
Job description:
Original equipment manufacturer sales managers or OEM sales managers coordinate with marketing and business development managers to heighten growth. OEM sales managers focus on original design manufacturer (ODM), operator, and OEM channels. They make analyses and determine opportunities for new businesses from the OEM customer base. Their job also involves profit optimization and revenue increase. It is their job to maintain retailer vendor data integrity between retailer and bottler within the customer relationship management (CRM) system. Also, they are working on new product development and overseas sourcing for profitability enhancement.
- CRM
- Direct Sales
- Product Development
- Competitive Analysis
- Trade Shows
- Americas
Bank Advisor
- Financial Services
- CRM
- Client Relationships
- Cross-Selling
- Financial Solutions
- Bank Products
Territory Sales Executive
Job description:
A territory sales executive is responsible for handling the distribution and selling of goods and services to existing and potential customers within an assigned territory. Territory sales executives identify business opportunities by analyzing current market trends and demands that would generate more revenue resources and increase the company's profitability. They also monitor sales performance, evaluate the staff performance, and develop efficient marketing techniques and strategies to promote the products well in the market and coordinate with other representatives across the region to share the best sales approaches.
- CRM
- Customer Service
- Salesforce
- Territory Sales
- Product Knowledge
- Sales Cycle
How much can you earn with CRM skills?
You can earn up to $38,475 a year with crm skills if you become a customer service specialist lead, the highest-paying job that requires crm skills. Central region sales managers can earn the second-highest salary among jobs that use Python, $106,010 a year.
Job Title | Average Salary | Hourly Rate |
---|---|---|
Customer Service Specialist Lead | $38,475 | $19 |
Central Region Sales Manager | $106,010 | $51 |
Oracle Applications Consultant | $103,735 | $50 |
Information Technology Technician/Sales | $68,633 | $33 |
Corporate Sales Representative | $77,543 | $37 |
Companies using CRM in 2025
The top companies that look for employees with crm skills are Oracle, Salesforce, and Robert Half. In the millions of job postings we reviewed, these companies mention crm skills most frequently.
Rank | Company | % Of All Skills | Job Openings |
---|---|---|---|
1 | Oracle | 10% | 34,187 |
2 | Salesforce | 10% | 933 |
3 | Robert Half | 7% | 10,958 |
4 | ZOOM+Care | 6% | 423 |
5 | Weichert | 6% | 40 |
Departments using CRM
The departments that use crm the most are engineering, it, and finance.
Department | Average Salary |
---|---|
Engineering | $92,897 |
IT | $88,441 |
Finance | $78,880 |
Non Profit/Government | $62,730 |
Customer Service | $51,502 |
20 courses for CRM skills
1. Salesforce CRM Analytics: Einstein & Tableau CRM
This course is designed for individuals who want to take their Salesforce CRM skills to the next level. With Salesforce CRM Analytics: Einstein & Tableau CRM, you'll be able to unlock the full potential of your Salesforce data and drive results for your organization. The course covers everything from basics of Einstein Analytics and Tableau, to advanced techniques such as data visualization, predictive analytics and best practices. By the end of this course, you'll have a solid understanding of how to use Einstein Analytics and Tableau with Salesforce CRM to deliver powerful insights and drive business results. Whether you're a Salesforce Administrator, Business Analyst, or IT Professional, this course will equip you with the skills you need to succeed with Salesforce CRM Analytics. In this course you will learn: Introduction to Salesforce CRM and Einstein AnalyticsSetting up CRM Analytics in SalesforceData Visualization and dashboards in CRM AnalyticsAdvanced analytics techniques in Einstein Analytics, including predictive modeling and data joiningDatasets, lens, and data recipes. Creating and managing dashboards in Tableau CRMData visualization best practices in CRM AnalyticsAdvanced data analysis techniques in einstein, including advanced calculations and data storytellingReal-world case studies and use cases of Salesforce CRM Analytics with Einstein & TableauWith a focus on hands-on learning, you'll get to work with real-world examples and use cases to build a deep understanding of the key concepts and techniques. Whether you're looking to advance your career, increase your business acumen, or simply learn new skills, this Salesforce CRM Analytics course is the perfect place to start. With a friendly and approachable teaching style and a commitment to student success, you're sure to get the support and guidance you need to succeed. So if you're ready to unlock the power of Salesforce CRM data, enroll today and start your journey to success!...
2. Sales CRM Overview: Salesforce CRM User Training
Hello there! I remember being in your spot. A Salesforce user and not knowing what to do within salesforce or where to go. I was so scared to touch anything out of fear of breaking the entire system! As I got more comfortable with the system and was able to navigate around it, I grew a love and a passion for Salesforce. I have worked as an end-user, Salesforce Technical Support, and now as a consultant and content creator! I would love to have you join me in answering your top Salesforce questions! Things we will cover: All Major Objects (groups of data) including Leads, Accounts, and OpportunitiesRelated ListsReporting and how to create your own reportsThe tricks of the trade for saving your time in salesforceHow to work around error messagesAnd LOADS more! We will go into many of the tricks and tips that I have learned from other admins, super users, and managers that help them use salesforce the best way possible! I want to set you up for loads of success in your technical future! Salesforce is a growing industry. In the next 5 years Salesforce is projected to add over 9 million new jobs to the economy so learning Salesforce now will boost your career for years to come!...
3. Sales and CRM Overview
This course is the first of a series that aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position. This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth. This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in Salesforce...
4. Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
Salesforce CRM Analytics/Einstein Analytics/Tableau CRM is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data. It also provides predictions and recommendations by analyzing your Salesforce data and external data. The data visualization is optimized for both web browser and mobile app. Salesforce CRM Analytics provide instant answers to key business questions, allowing users to get smarter about their customers. Einstein Analytics can be embedded into your Sales Cloud or Service Cloud to empower your Salesforce users to explore dashboards and analyze data without the need to switch platforms. This Salesforce CRM Analytics tutorial is designed to cover from scratch like how to get Free Account for CRM Analytics license, completing the setup, creating multiple datasets and dashboards. Also details discussion on Security in CRM Analytics. You can see multiple SAQL implementation and many more. This course coversIntroduction about Salesforce CRM analytics with its use case and advanatagesHow can you crate your Own Analytics app easily from scratch various ways to get the data from different sources to CRM Analytics platformEasy way to crate your Dataset, data recipes and use of dataflow. Exploring lenses to showcase the data how can you build powerful and beautiful dashboard by using the dashboard editor How can you do the mastery in SAQL Applying security in Salesforce CRM Analytics. and many more.... This course is designed from very basic to advance level to make you expert in salesforce CRM Analytics/Einstein Analytics/Tableau CRM...
5. Zoho CRM - The Ultimate Guide on Zoho CRM
Looking for a better way to manage and grow your business? Customer relationship management (CRM) software can surely be a great help. Let's how you could utilize the features of Zoho CRM software effectively through this training. Zoho CRM is the name of an on-demand, SaaS-based CRM software designed to manage sales, marketing, contacts, customer support and other business functions. In this course, we will be learning the followings: Introduction to Customer Relationship Management , Overview of Zoho CRM , Pricing & Account Activation , Learn the User Interface , Working with Vendors & Purchase Order , Working with Products , Working with Campaigns , Working with Price Books , Working with Leads , Working with Deals & Quotes , Working with Sales Order & Invoices , Working with Activities & Projects...
6. Introduction to CRM with HubSpot
In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free! With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand! Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions...
7. CRM: Customer Relationship Management
Whilst it may be relatively straightforward to attract customers, it can be difficult to retain them. The key to customer retention and purchase recurrence is strong brand-consumer relationships. You must know exactly how to manage customer relationships if you want your business to grow from strength to strength. By teaching how CRM strategies work, and by guiding you through the principles of successful '3-D businesses' currently operating at a much higher level than their competitors, this course will give you the exact recipe for cooking up the perfect CRM plan. Whether it's the 12 most common 'MCR' (Maximising Customer Relationships) mistakes each business makes, or the 7 key ingredients every stellar 'MCR' plan contains, every section of content is rooted in the concept of 'Dramatic and Demonstrable Difference'. You need to identify where you stand with respect to your competitors and analyse what they can do, and what they aren't doing right now. This is how you act proactively in the marketing world, making sure you get the best out of your customer and giving your best to them too. So how do you implement Customer Relationship Management? In this course, you will also learn how to get up close and personal with the customer, engaging them and educating them so they naturally come back to you for value. Once you have them hooked, they are far more likely to purchase your products. As well as understanding the customer psyche, developing a robust 'MCR' plan and obtaining positive testimonials, this course is a sure-fire choice for any business leader looking to catapult themselves way beyond the efforts of their competitors. The happier your customer is, the more likely they are to buy from you again. The higher your sales power, the greater your profits and the more room you have to grow. So, enrol today and craft the perfect Customer Relationship Management strategy that will have your competitors' customers flocking to you instead...
8. Learn HubSpot CRM From Scratch
Learn the basics of the HubSpot CRM platform! I walk you through the free version of HubSpot, explaining the tools that HubSpot offers and how to utilize them. Additionally, I include a caste study where I analyze the sales funnel of a startup company, and utilize HubSpot as a software solution to optimize their funnel. This course is perfect for anyone going into a job where HubSpot knowledge is required!...
9. Microsoft Dynamics CRM Customisation & Config
Learn how to completely Customise Microsoft Dynamics CRM Online or On Premise using just your web browser - no coding tools required! Here's what some of my students have been saying: 'Good course to get your feet wet in customizing CRM Dynamics.' 'Extremely Valuable - Prepares You for Exam(s)' 'I've been looking for a CRM course to help me pass the Microsoft exam - and at last I've found one (and a great one at that! ;-) )' 'The demo's do a great job of walking through the different areas of customizing CRM - and I now feel a lot more confident!' Follows the MB2-703 Exam requirements to give you everything you need to ACE the exam! Microsoft Dynamics CRM is growing fast! 2015 is expecting to be a huge year for Microsoft's flagship services - of which CRM is one of them - with sales growth expected in the $billions. Demand for developers who know how to configure and customise Dynamics CRM is at an all time high, with US contract rates around $90 an hour and UK rates around £50 and hour. CRM Online also paves the way for small business to setup specialising as Dynamics 'consultancy houses' - and Microsoft themselves are pushing for MORE partners! CRM Online can be configured from anywhere in the world, creating exciting opportunities for partners wherever they are based. So start your journey to becoming an CRM expert! This course will prepare you for the MB2-703 Microsoft exam - and covers the following topics: Design and implement strategies for the creation of Business Units and Security Roles Configure Microsoft Dynamics CRM Users and Teams Describe the principles of customizing the system Create and configure fields for both custom and system entities Create and configure custom entities, including standard and activity entities Design, create and configure relationships between entities Create and configure Views, Charts and Forms for both system and custom entities Implement Field Security and Access Team Templates in Microsoft Dynamics CRM Design, create and configure Solutions in Microsoft Dynamics CRM Design, create and configure Business Rules and Business Process Flows to guide users through their work...
10. Becoming a Zoho CRM Admin
Want an effective and intuitive CRM? Zoho CRM can 100% be that. but it takes a bit of customization and know-how. This course is focused on helping Zoho CRM users become familiar with the platform. We don't go into EVERYTHING (we save the more advanced stuff for another course) - however, by the end of the course, you'll be a Zoho CRM whiz!...
11. Professional Diploma in CRM Platforms Management
Professional Diploma in CRM Platforms Management (Sales, Service, Marketing and Business Management with CRM Platforms)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 ManagementService and claims ManagementCross-sale and up-saleDigital Channels buildingExamples from Consumer Lending, Mortgage and other produc-lines of Retail BusinessConsidered types of systems: Operational CRMAnalytical CRMPartners CRMCourse Content: Introduction to CRM methodology and software areaCRM usage at sales channels management (branchs network, contact center, POS)CRM at building of partners and agent channelsCRM as a fondation for building of remote and digital channelsSales and service management methodologyIntroduction to Analytical CRM (aCRM)Business Cases of ACRM usageaCRM ImplementationCRM at Marketing and digital acquisitionImplementation strategyCourse 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 businessCourse Author: IGOR DMITRIEVProfessor of The Retail Banking School Digital Business and Retail Banking ExpertEducation:• 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 BeltExperience:• 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 FundamentalsDigital MarketingProject ManagementFinance FundamentalsMarketing StrategyOnline and Digital BusinessLeadershipSales SkillsMicrosoft Dynamics 365B2B SalesCRMCustomer Relationship ManagementOracle Siebel CRMSalesforceCRM Software OverviewOverview of different CRM software and use cases...
12. Introduction to Compliance Risk Management CRM
Do you know why companies and institutions are being penalized by regulators? How do companies manage the risk of noncompliance with regulatory requirements? Why Board of Directors of companies are concerned about regulatory risk management and more specifically the compliance risk management CRM?Compliance Risk Management is an emerging field and it gained importance all around the world because all organizations and institutions, across the globe, are required to establish a strong compliance culture, framework, and policies to ensure compliance with applicable laws and regulations and avoid reputational losses due to noncompliances. To manage Compliance Risks, organizations and institutions spend lots of money to strengthen their compliance policies, processes, and compliance systems. About This Compliance Risk Managemet Course: In this course, you will get an insight into how the companies and regulators are focusing on strong compliance culture to manage the affairs of the company or institutions and avoid penalties and reputation losses. You will learn why is it important for risk functions such as Risk Management, Compliance, and Controls, IS Security, Quality Control and Audit to support each other in their work. You will learn about new and emerging risks and their significance in the compliance risk management process. you will learn about Compliance Risk management, the Role of the Compliance Risk Committee, Compliance Function and its Role, and the Role of the Chief Compliance Officer (CCO) in ensuring Regulatory Compliance. Case Studies: Identification and Recording of Compliance Risks: - In this course, Practical Case Studies are also discussed, where we shall learn how to practically identify the Compliance Risks and record them in the Compliance Risk register. Multiple Choice Questions - MCQs: - MCQs are also part of this course, to test your knowledge about Compliance Risks and Its Management, gained through attending this course. You will learn new terms applicable to risk and compliance functions that are used by Managers and Executives of the company. This course will help you in your job roles particularly if your area is Compliance, Risk Assessment, and Compliance Risk Management (CRM). This course will provide you with a broader idea of how to prepare the risk inventory database. This course will also make you understand how important is this now for internal audit, compliance, and risk management to work together as part of the governance and controls defense model. At the end of this course, MCQs are to be attempted by students to check the knowledge gained through this course. After attending this course you will be able to confidently talk and communicate with risk, compliance, audit, and related professionals. Who is this course for: Compliance professionals and studentsAML Analysts, CFT AnalystsAntu-Financial Crime SpecialistsRisk management professionals and studentsInternal audit professionals and studentsInternal controls professionalsFinance professionals and studentsACCA, CPA, CGA, CMA, CAMS students...
13. Zoho CRM and Zoho Creator Masterclass
I've been working as a certified Zoho CRM/Creator consultant for over four years and have picked up a fair bit of knowledge along the way. This course is my attempt to distill everything I've learnt so that you can reach the same level of expertise. You'll learn everything from the basics of setting up a new CRM account to advanced Deluge scripting and API integration between Zoho products and third party APIs. The course contains many hours of video content as well as quizzes and assignments to help embed the knowledge. This course is not meant for people who have never used Zoho products before. You need some base level understanding of the products (ideally you'll have been using Zoho CRM/Creator for at least 2 months) otherwise it will all go over your head. Forewarning: the content is challenging. It ramps up in difficulty very quickly. The objective of the course is to help you reach an advanced level of proficiency with Zoho CRM and Creator quickly. It focuses heavily on automation and custom functions using Deluge...
14. Salesforce CRM - A Complete Introduction
The Definitive Salesforce course for new usersSalesforce is the World's No 1 CRM. It is a cloud based solution that helps companies with sales, improving customer service, information management, automation, manage financials and much more. This course has over 5 hours of content and will provide you with a complete introduction of how to use Salesforce and what it can do for you and your organisation. It is ideal for new users, decision makers and beginner Salesforce administrators. It is delivered by Richard and Yau, two experienced Salesforce consultants with years of experiences in supporting organisations with implementing technology. Your InstructorsRichard Pomeroy x7 Salesforce Consultant, Mentor and Trainer near Portsmouth11 years of Salesforce experience working in consultancy and end-user environments. Helping businesses achieve their goalsSalesforce Platform Champion (2020-2021)Salesforce Blogger at SFDCPenguinHaoming Yaux9 certified Salesforce Consultant15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals. Active Salesforce solutions consultant & trainer based in LondonExperienced Udemy Instructor with over 200 positive reviews. We are both passionate about making a positive difference in people's lives. Great care and focus is taken to ensure our online courses are practical and useful to people. Course content includes: Signing up to a free developer Salesforce OrgNavigating SalesforceData and objects - Including Accounts, Opportunities, Cases, CampaignsSalesforce features - Including Automation, Validation Rules, AppExchangeSalesforce reportingList ViewsDashboardsGetting HelpLearning OutcomesA comprehensive and complete overview of Salesforce for new usersUnderstand what Salesforce is and the benefits it can provide to your organisationLearn how to navigate around SalesforceBe familiar with key features and functionality provided by SalesforceUnderstand Salesforce objects and how information is organised in SalesforceLearn how to use Salesforce reports, list views and dashboards...
15. Zoho CRM training program For Small Businesses
Congrats! You've invested in the best value-for-money CRM out thereZoho CRM has the power to take time-consuming, repetitive tasks off your hands... To automate your business processes... And to free up your days to work on big-picture stuff. (Like the new service you've been meaning to map out or the partnership you want to explore.)The problem is that Zoho CRM is so MASSIVE that it's hard to wrap your head around all of its components and how they can work together for your business. As a certified Zoho partner, I hear from business owners who are overwhelmed by the system every day. So, if you know without a doubt that you aren't using Zoho CRM to its fullest potential... Your 30-Day NO-QUESTIONS-ASKED GuaranteeMy promise to you is simple. Follow the lessons, implement what you learn in your Zoho CRM, and reach out when you need some extra support. If you still don't feel confident in your Zoho setup, I insist that you email success@amazingbusinessresults. com to get a refund within 30 days. Why am I so confident doing this? Well, in over 2 years that this course has been available, I've never received one refund request. Why should I trust Lior Izik?Let me tell you a little bit about myself... I've been in business since I was 10 years old. I started by purchasing bagels on the street and selling them to bankers a few doors down for double the price. Since then, I've come a long way. Over the years, I developed web design, development, marketing, and security companies, all of which were successful despite being part of an extremely competitive market. Other businesses began to notice the success of my process and philosophy, and I began to take on a more consultative role. It sounds cliche, but I'm passionate about helping people, especially small business owners, succeed. It took me years to get a stable business, and I feel the pain of business owners trying to do the same. Today, I'm not only a teacher. I implement what I preach on a daily basis in my own businesses. And as a Zoho partner, I'm working directly with the Zoho team to give feedback and constantly improve the system for you. Bottom line, I not only know the ins and outs of Zoho CRM but also how to run a successful business...
16. Microsoft Dynamics 365 (CRM) Workflows Mastery Course
Every business wants to be more efficient, save time and increase revenue. Isn't it?That's why automation is so important for companies to take their business to the next level. Presenting, Microsoft Dynamics 365 Workflows Mastery Course. If your company or your clients are using Microsoft Dynamics 365, then you this can be the most important course for you to learn and Implement Microsoft Dynamics 365 Workflows. So, you can save more time, become efficient and increase business revenue. I have designed this course for Microsoft Dynamics consultants and Microsoft Dynamics Aspirants. By the end of this course, you will have complete practical understanding of Dynamics 365 workflows and how to use it for your company or client. Here's what you will learn: Dynamics 365 Workflows IntroductionTypes of WorkflowsWorkflows Important Terms & InformationWorkflows - Creating RecordsWorkflows - Updating RecordsWorkflows - Assigning RecordsWorkflows - Send EmailsWorkflows - Child WorkflowWorkflows - Perform ActionsWorkflows - Change Status, Wait Condition & Stop WorkflowWorkflows - Custom Workflow Activity (code included)Course Review & Next StepsAnd everything with a scenario (case study) and practical demo. Feel free to take a look at the course description, watch the preview videos and sign up for the course at the highly discounted price. To Your Success, Abhay Sharma...
17. Build a Podio CRM in no time!
Finding the best Customer Relationship Management software out there isn't easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find: The software becomes way too expensive when you want to start using the cool featuresIt isn't able to provide the 10% of functionality my company needed specifically. Luckily, we at Mrflow have found Podio and quickly became one of it's 500.000 customers. We build most of our customer's back-offices from a Podio standard now. We've become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time. You will learn: About the structure and pricing of Podio to be able to scale your back-office right awaySetting up your own customers appSetting up an organizations app that has a relation to the customers app, and more about relationshipsAll Podio's great features like 'email to item', 'webforms', 'views' and 'reports'Basic workflows that make working with Podio so very coolExtended workflows with Globiflow, which enables you to COMPLETELY automate your back-officeAnd of course many links and tips to get you started or where you can find more extensive help if you might need it...
18. MB-910: Microsoft Dynamics 365 Fundamentals (CRM)
This course covers the content required for the MB-910 certification exam, current as per the MB-910 exam updates of 20 June 2023, with the minor update as of 9 October 2023. What do people like you say about this course?Nick says: I think this is a Great course specially if your targeting the exam since all of the objectives here are discuss. I successfully passed the exam and this training was very helpfulAbdul says: Voice is so clear and proficient in English which can understand clearly. Thank you.! It's very helpful Mr. Burton. Your explanation is awesome..! Thanks again.! Jackson says: Fantastic course, the way everything is explained is so clear, especially in comparison to a lot of the other Dynamics material that exists out there which is either very hard to understand or completely off the point. This course gives the clarity and focus in spades. This course has been instrumental in grasping the concepts and tackling the exam for me. Silas says: Mr Phillip Burton this is the best course. I cleared mb 910 exam with 980 points today. Thank you very much. This course is the foundation for the Microsoft Certificate MB-910 Microsoft Dynamics 365 Fundamentals (CRM) for Microsoft's Customer Relationship Management apps. We'll start off with looking at Dynamics 365 generally, and all of features shared between the different apps. We'll look at the built-in reporting capabilities, customers and activities, and the integration of Microsoft Dataverse and Teams. We'll then look at Dynamics 365 Customer Insights - Journeys (which used to be called Dynamics 365 Marketing). We'll look at the Dynamics 365 principles behind generating and scoring leads, segments and subscription lists, email marketing, event managing, and more. Next up is Dynamics 365 Sales. This includes the principles behind qualifying leads, the opportunity management process, the quote lifecycle, and the sales pipeline forecasting concepts. Then we'll briefly look at Dynamics 365 Customer Service, examining how to use queues to manage work, the case lifecycle, and Knowledge Management. The final item is Dynamics 365 Field Service. We'll look at the work order lifecycle, the Inspections feature, customer asset management, and resource and scheduling processes. No prior knowledge is required - we'll even see how to get a free Microsoft Dynamics 365 trial! There are regular quizzes to help you remember the information, so you can be sure that you are learning. Once you have completed this course, you will have a good introductory knowledge of the customer engagement features and capabilities of Dynamics 365 apps. And with some practice, you could even go for the official Microsoft certification MB-910 - wouldn't that look good on your CV or resume? And if you are an American college student, you might even get college credit for passing that exam. So, without any further ado, let's have a look at how you can use the Udemy interface, and then we'll have a look at the objectives for the exam and therefore the syllabus for this course...
19. HubSpot CRM & Email from scratch - Intensive course
In this course, you will learn everything you need to know about HubSpot CRM & Email. Learning about the HubSpot CRM is crucial if you want to become a pro HubSpot user. The way that your CRM & properties are set up plays a big role in how you will use the platform moving forward. There's no way you can use workflows, for example, if you don't have a basic understanding of how the CRM works. Whether you are a marketer looking to upskill or work at a company that uses HubSpot, this course will give you all the knowledge you need to use the HubSpot CRM & Email section with ease. At the end of the course you will be able to: Add your entire email list to HubSpot in different ways: manual imports, file imports, integrating HubSpot with other tools, using forms, the Sales Extension, and much moreUnderstand how to track and register information about your contacts, including their web behaviour, email engagement, and other marketing insights. Work with HubSpot properties - the #1 element that will allow you to use any other section on HubSpot - from forms to landing pages and workflowsCreate your own contact properties to gather specific information that is relevant to YOUR businessCreate different types of custom HubSpot forms to capture people's email address directly from your websiteSend effective 1-1 emails and marketing emails to your contactsAnd the list goes on! You don't need a paid HubSpot account for this course, but you need at least a free account. In the first section of the course, there's a lecture explaining how you can get a free account just so that you can at least follow along with the course (in case you don't have one yet)Please note that the course duration you see here it's quite long but that's because it includes all the OPTIONAL videos. I added a lot of complementary content to your course which you can watch if you want a bit more of a deep dive:) If you're in a rush, no worries at all and just skip the optional videos. I am a certified HubSpot expert providing HubSpot account management services to companies from all over the world. I have 10 years of experience in Digital Marketing and love helping small businesses and marketing professionals grow by learning how to use smart automation systems such as HubSpot. This is one of my client testimonials: I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course! Tamara Biljman, Content Strategist- Feel free to check out my website for more testimonials. I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.-ThalitaThis is an independently developed course offering by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to the HubSpot for Beginners course offered by me, Thalita Milan...
20. Learn Complete Vtiger CRM 6.5 Free Edition.
VTiger CRM 6.5 is the world most popular honest open source CRM (Customer Relationship Management) platform. Used by millions of people around the world. The open source edition is supported by a vibrant community of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction. That means that while its core functionality far surpasses that of alternatives, and it can be easily extended through the hundreds of plugins developed by professional Vtiger developers, and available on the extension marketplace. With all that, it's no wonder that Vtiger's free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date. This course provides complete in depth training starting from CRM concepts and definitions, installation (both platform MS Windows & Linux) and then step by step HD video instructions to configure and deploy full features and working CRM application. Further the course helps you to understand the Marketing, Sales & Support management using VTiger CRM 6.5 (Open Source version). You will be able to customize the standard forms available in VTiger CRM 6.5 using the power and flexibility of VTiger CRM studio and will take advantage of Business Analytics & Reports available inside VTiger CRm 6.5...