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Module 1: Introduction to Salesforce CRM
Module 2: CRM Data Stream Types
Module 3: CRM Analytics and Permissions
Module 4: Give Your Users Access to CRM Analytics
Module 5: Manage Custom Fields
Module 6: Plan Data Sharing
Module 7: Gain Insights on Data
Module 8: Integrate Personalisation with Salesforce CRM
The Salesforce CRM Training is designed for individuals and professionals who are seeking to enhance their skills and expertise in using Microsoft Dynamics AX, a comprehensive Enterprise Resource Planning (ERP) solution. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for attending this Salesforce CRM Masterclass.
In today’s digital era, effective Customer Relationship Management (CRM) is pivotal for business success. As a leading CRM platform, Salesforce offers dynamic solutions for managing customer interactions. This Salesforce CRM Training delves into the Salesforce environment, underscoring its significance in streamlining customer engagement and data management.
Understanding Salesforce is crucial for professionals in sales, marketing, customer support, and IT sectors who seek to enhance customer relationships and business processes. Mastering this tool is essential for those aiming to leverage CRM for strategic business growth, improved customer satisfaction, and efficient data handling.
This 1-day Salesforce CRM Training by The Knowledge Academy provides a focused yet thorough CRM Training experience. Specifically crafted to impart practical skills and insights, this course ensures that delegates gain a comprehensive understanding of Salesforce's capabilities. By the end of the training, delegates will be well-equipped to navigate and effectively utilise Salesforce in their professional roles.
Course Objectives
At the end of this Salesforce CRM Training, delegates will be able to access CRM analytics from a calculated insights object. They will also be able to integrate personalisation with Salesforce CRM by planning, setting, and automating data sharing.
Why choose us
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Salesforce CRM Masterclass. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Join a scheduled class with a live instructor and other delegates.
Engage in activities, and communicate with your trainer and peers.
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Salesforce CRM Masterclass, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
Experience the most sought-after learning style with The Knowledge Academy's Salesforce CRM Masterclass. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Salesforce CRM Masterclass sessions.
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment
Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value
Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Salesforce CRM Masterclass at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Leverage benefits offered from a certification that fits your unique business or project needs
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Our Salesforce CRM Masterclass offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Flexible delivery methods are available depending on your learning style.
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
We may not have any package deals available including this course. If you enquire or give us a call on +65 6929 8747 and speak to our training experts, we should be able to help you with your requirements.
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