CRM Training | Salesforce CRM Training in Tampa

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Salesforce CRM Masterclass

Tampa

Attain in-depth knowledge about how to configure CRM settings and test connections
Learn how to enable CRM analytics with the Salesforce CRM Training
Understand how to plan data sharing by integrating personalisation with Salesforce CRM

Dates & Prices Dates & Prices

Course information

Salesforce Masterclass Outline

Module 1: Introduction to Salesforce CRM

Definition and Purpose
Importance in Modern Business Landscape
Key Features and Capabilities

Module 2: CRM Data Stream Types

Changing Dimensions Type
Lead Stage Dimension
Importing Data

Module 3: CRM Analytics and Permissions

Assign Permissions to Administrators and Users
Set Field-Level Security for Analytics Integration Users

Module 4: Give Your Users Access to CRM Analytics

Create a Permission Set for CRM Analytics Users
Set Up Dashboards
Add Picklist Values and Page Layouts for CRM Analytics

Module 5: Manage Custom Fields

Create a Custom Field
Delete Custom Fields

Module 6: Plan Data Sharing

Determine Match Field for Merging
Match Works According to Priority Order

Module 7: Gain Insights on Data

Introduction to Salesforce CRM Data Insights 
Creating New Custom Objects
Creating Tabs for Custom Objects

Module 8: Integrate Personalisation with Salesforce CRM

Define Validation Rules
Clone Validation Rules

Who should attend this Salesforce CRM Training?

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:

Business Professionals
Salesforce Administrators
Managers and Executives
IT Professionals
Entrepreneurs and Small Business Owners
Aspiring Salesforce Professionals
Customer Support Teams

Prerequisites of the Salesforce CRM Training

There are no formal prerequisites for attending this Salesforce CRM Masterclass.

Salesforce CRM Training Overview

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

To automate business processes with workflows, process builder, and approval processes
To understand how to enable CRM analytics and assign permissions
To acquire skills to assign analytics for admin and user permission
To learn how to schedule dataflow for the app and embed analytics
To gain skills to access CRM analytics from a calculated insights object
To comprehend how to integrate personalisation with Salesforce CRM

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.

What’s included in this Salesforce CRM Training?

World-Class Training Sessions from Experienced Instructors
Salesforce CRM Certificate
Digital Delegate Pack

Why choose us

Our Tampa venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Tampa is located on Tampa Bay on the Gulf Coast, Florida with a population estimated at over 360,000. The city is sometimes referred to as one of the best outdoor cities and has been ranked as the fifth most popular American City to live. Some of the best places to visit in Tampa, include the Sunshine Skyway Bridge, Raymond James Stadium, Ybor City and the Tampa Riverwalk.

Tampa’s business sectors all play a vital role in the area’s economy such as; finance, retail, healthcare, shipping (both by air and sea), national defense, sports, tourism, and real estate.

There are several higher education institutions in Tampa. The main campus of the University of South Florida (USF) is based in the city, along with the University of Tampa, Hillsborough Community College, Southern Technical College and Stetson University College of Law.

Address

Tampa, Florida, United States

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led CRM Training | Salesforce CRM Training in Tampa. 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.

Learn more in our FAQs

Unlock your potential with The Knowledge Academy's CRM Training | Salesforce CRM Training in Tampa, 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.

Learn more in our FAQs

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

Learn more in our FAQs

What our customers are saying

CRM Training | Salesforce CRM Training in Tampa FAQs

What is Salesforce CRM?

Salesforce CRM is a cloud-based Customer Relationship Management platform that helps businesses manage their sales, marketing, and customer service activities.

Does Salesforce CRM require coding?

Basic Salesforce CRM functionality doesn't require coding, but advanced customisation may require prior coding knowledge.

Which country does Salesforce CRM Certification have a high demand in?

Salesforce CRM Certification demand is high globally, particularly in countries with strong tech sectors like the USA, UK, and India.

Is Salesforce CRM good for freshers?

Salesforce CRM is suitable for freshers, offering an intuitive platform to learn and grow in Customer Relationship Management.

Who can benefit from Salesforce CRM Certification Training?

Salesforce CRM Certification Training benefits various professionals, including sales and marketing teams, business analysts, CRM administrators, project managers, and anyone looking to enhance their skills in customer relationship management and Salesforce technology.

Is Salesforce CRM Course available online?

Yes, The Knowledge Academy provides this Salesforce CRM Course online, offering flexibility with self-paced courses, live virtual classes, and webinars to accommodate different learning styles and schedules.

Are there any prerequisites for this Salesforce CRM Course?

There are no formal prerequisites for this Salesforce CRM Course.

How many days does this Salesforce CRM Training span across?

This Salesforce CRM Training spans 1 day.

What will I learn in this Salesforce CRM Training?

In the Salesforce CRM Training, you will learn about the Salesforce platform's features, customer relationship management principles, how to configure and customise Salesforce, manage data effectively, and implement automation to enhance business processes.

How can this Salesforce CRM Training help my career?

This Salesforce CRM Training can enhance your career by equipping you with the skills and knowledge required to use Salesforce effectively in various business contexts. It can open up opportunities in Sales, Marketing, Customer Service, and CRM Administration Roles across industries.

What is the average salary of a Salesforce CRM professional?

The average salary of a Salesforce CRM professional in the United Kingdom ranges between £65,000 - £80,000. This can vary according to factors like location, experience, and industry. Register for The Knowledge Academy’s Salesforce CRM Masterclass to avail high paying jobs.

Can I get a Salesforce job with no experience?

While having experience can be beneficial, landing a Salesforce job with no prior experience is possible by obtaining relevant certifications, completing training courses, participating in internships, and showcasing transferable skills such as problem-solving and communication during interviews.

What should I do after completing this Salesforce CRM Training Course?

After completing the Salesforce CRM Training Course, you should consider obtaining Salesforce certification to validate your skills, apply your knowledge in real-world projects, and seek job opportunities in roles like Salesforce administrator or developer.

Why choose The Knowledge Academy over others for Salesforce CRM Course?

The Knowledge Academy in Tampa stands out as a prestigious training provider for Salesforce CRM Course known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this course.

What is the cost/training fees for Salesforce CRM Masterclass in Tampa?

The training fees for Salesforce CRM Masterclassin Tampa starts from $1595

Which is the best training institute/provider of Salesforce CRM Masterclass in Tampa?

The Knowledge Academy is the Leading global training provider for Salesforce CRM Masterclass.

What are the best CRM Training courses in Tampa?

Please see our CRM Training courses available in Tampa

Why choose us

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

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

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