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CRM Platforms at Sales, Service, Marketing and Business Management (Siebel, Dynamics CRM/365, Salesforce, SAP CRM)
⏱️ Length: 1.7 total hours
⭐ 3.99/5 rating
πŸ‘₯ 63,990 students
πŸ”„ September 2024 update

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  • Course Overview
    • Master the strategic and operational intricacies of Customer Relationship Management (CRM) platforms, transforming how businesses engage with their clientele.
    • This diploma equips you with the knowledge to navigate and leverage leading CRM solutions, including Siebel, Dynamics CRM/365, Salesforce, and SAP CRM, across critical business functions.
    • Gain an in-depth understanding of how CRM integrates and enhances sales, customer service, marketing endeavors, and overall business management.
    • Explore the foundational business principles that underpin successful CRM implementation and ongoing management, moving beyond mere software proficiency to strategic application.
    • Discover how to orchestrate multichannel customer interactions, ensuring a consistent and compelling experience across all touchpoints.
    • Delve into the practical application of CRM principles within various retail banking product lines, such as consumer lending and mortgages, providing concrete industry examples.
    • Understand the business rationale behind adopting both on-premise (oCRM) and cloud-based (aCRM) CRM solutions, enabling informed platform selection.
    • The course is updated in September 2024, ensuring relevance with current CRM trends and technologies.
    • Benefit from a comprehensive learning experience, evidenced by a 3.99/5 rating and the participation of over 63,990 students.
    • The curriculum is designed for efficient learning, with a total duration of 1.7 hours, making advanced CRM knowledge accessible.
  • Requirements / Prerequisites
    • A foundational understanding of general business operations and customer interaction principles is beneficial but not strictly required.
    • Familiarity with basic technology concepts and software usage is expected.
    • No prior experience with specific CRM platforms is necessary, as the course starts from fundamental business principles.
    • An inquisitive mind eager to understand how technology drives customer loyalty and business growth.
  • Skills Covered / Tools Used
    • Strategic CRM framework development and deployment.
    • Expertise in managing customer lifecycles from acquisition to retention.
    • Proficiency in designing and executing integrated multichannel customer strategies.
    • Capability in optimizing sales pipelines and forecasting accuracy.
    • Skills in streamlining service operations and improving customer satisfaction metrics.
    • Advanced techniques in cross-selling and up-selling to maximize customer lifetime value.
    • Strategic implementation of digital customer engagement channels.
    • Analytical skills for interpreting customer data and deriving actionable insights.
    • Comparative understanding of leading CRM platforms: Siebel, Microsoft Dynamics 365 (CRM), Salesforce, and SAP CRM.
    • Exposure to cloud CRM infrastructure concepts, touching upon technologies like SAS MA, Microsoft Azure, and AWS.
  • Benefits / Outcomes
    • Become a highly sought-after professional capable of managing and optimizing CRM systems for diverse businesses.
    • Significantly enhance your ability to drive revenue growth through improved customer relationships and sales effectiveness.
    • Develop the expertise to lead digital transformation initiatives focused on customer experience.
    • Gain a competitive edge in the job market by acquiring in-demand CRM management skills.
    • Be equipped to make informed decisions regarding CRM platform selection and implementation strategies.
    • Contribute directly to improved customer satisfaction, loyalty, and retention rates within an organization.
    • Understand the business impact of CRM on operational efficiency and profitability.
    • Prepare for roles such as CRM Manager, Sales Operations Manager, Customer Service Manager, Marketing Operations Specialist, or Business Analyst.
  • PROS
    • Comprehensive Platform Coverage: Explores a wide array of industry-leading CRM platforms, offering broad applicability.
    • Practical Business Focus: Emphasizes the underlying business principles, ensuring theoretical knowledge translates to real-world application.
    • Industry Relevance: Includes examples from specific product lines like consumer lending and mortgages, making it highly pertinent for certain sectors.
    • High Student Engagement: A large student base and positive rating indicate a well-received and effective course.
    • Concise Format: Designed for efficient learning within a manageable timeframe.
  • CONS
    • Depth vs. Breadth: Given the broad platform coverage and short duration, the course might offer breadth over extreme depth for any single platform.
Learning Tracks: English,Business,Sales
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