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This 1-day intensive CRM Salesforce Training shall cover a range of topics within Salesforce and shall focus on the most important and necessary aspects. The modules covered are as follows:
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 Objects
Module 6: Plan Data Sharing
Module 7: Gain Insights on Data
Module 8: Integrate Personalisation with Salesforce CRM
(344 remaining)
The Salesforce CRM Masterclass Course 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 this Salesforce CRM Masterclass Course.
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 CRM Salesforce Course 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 CRM Salesforce Course 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 Course, 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.
Module 1: Introduction to Microsoft Dynamics CRM
Module 2: Application Areas
Module 3: User Interface
Module 4: Learning the Basics
Module 5: Sales and Marketing
Module 6: Master Data for Sales and Purchase Processes
Module 7: Process Sales and Purchases
Module 8: Components of CRM
(344 remaining)
The Microsoft Dynamics CRM Masterclass is designed for individuals who want to gain an in-depth understanding of Microsoft Dynamics CRM and develop advanced skills in its implementation, customisation, and management. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for attending this Microsoft Dynamics CRM Masterclass. However, prior knowledge of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices would be useful.
Microsoft Dynamics CRM stands as a cornerstone in the domain of Customer Relationship Management, offering a robust platform for businesses to manage and nurture their client relationships. The relevance of this system is paramount in today's competitive landscape, where effective customer engagement is a key driver of success.
Knowing Microsoft Dynamics CRM is essential for professionals in sales, marketing, and customer service roles who aim to master a versatile tool for client relationship management. As businesses increasingly rely on CRM systems to drive customer engagement, proficiency in Microsoft Dynamics CRM becomes a valuable skill for those seeking to enhance their career prospects in these fields.
The Knowledge Academy's 1-day Microsoft Dynamics CRM Masterclass is tailored to empower delegates with practical insights and skills. This intensive training equips participants with the ability to navigate and leverage Microsoft Dynamics CRM effectively. By the end of the course, delegates will have gained the knowledge needed to optimise customer relationships, streamline processes, and maximise the benefits of this dynamic CRM system in their professional roles.
Course Objectives:
Upon completion of this course, delegates will benefit from enhanced skills in customer relationship management, empowering them to navigate Microsoft Dynamics CRM proficiently. This mastery will enable participants to streamline processes, optimise customer relationships, and contribute significantly to the success of their respective organisations.
Module 1: Introduction to Oracle CRM
Module 2: Sales Techniques in Oracle CRM
Module 3: Setting Up Users with the Oracle CRM
Module 4: Managing Users in the Oracle CRM
Module 5: Resources
(344 remaining)
The Oracle Sales CRM Masterclass is designed for professionals who are seeking to enhance their skills and knowledge in the realm of Customer Relationship Management (CRM), specifically within the context of Oracle's Sales CRM software. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for attending this Oracle Sales CRM Masterclass.
The Oracle Sales CRM Masterclass focuses on leveraging Oracle's comprehensive CRM tools to optimise sales processes and customer relationship management. In today's fast-paced business environment, CRM Training is vital for managing customer interactions efficiently, ensuring both customer satisfaction and business growth.
This course is particularly crucial for sales professionals, CRM Managers, and Business Development Executives. Understanding Oracle Sales CRM is essential for these professionals to streamline sales processes, enhance customer engagement, and drive effective sales strategies using data-driven insights.
The Knowledge Academy's 1-day training is designed to provide delegates with a thorough understanding of Oracle Sales CRM functionalities. This CRM Training will equip participants with practical skills to implement Oracle CRM solutions effectively in their respective business environments, enhancing both customer relationships and sales outcomes.
Course Objectives:
Upon completing the Oracle Sales CRM Masterclass, delegates will possess a comprehensive understanding of Oracle's CRM tools and their application in the sales domain. This knowledge will empower them to effectively manage customer relationships and drive sales growth within their organisations.
Module 1: Architecture and Planning
Module 2: Deployment
Module 3: System Setup for Microsoft Dynamics AX
Module 4: Microsoft Dynamics AX Client
Module 5: Application Object Servers
(344 remaining)
The Microsoft Dynamics AX Training Course 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 this Microsoft Dynamics AX Training.
Microsoft Dynamics AX, a multifaceted Enterprise Resource Planning (ERP) software, is pivotal in modern business operations. Its integration of business processes across finance, HR, and operations makes it crucial for businesses seeking streamlined and efficient workflows. The relevance of Dynamics AX in managing complex business functions underlines the importance of specialised CRM Training in this field.
Professionals in business management, IT, and finance sectors should aim to master Microsoft Dynamics AX. The knowledge of this software is indispensable for those looking to optimise business processes, manage financials effectively, and enhance customer relationships. CRM Training in Dynamics AX is essential for professionals striving to leverage technology for business growth and efficiency.
This 1-day Microsoft Dynamics AX Training by The Knowledge Academy offers a thorough grasp of utilising this comprehensive enterprise resource management solution. Commencing with foundational concepts, the session centres on acquiring the skills required for navigating the interface adeptly, locating and organising data, and handling routine activities.
Course Objectives:
Upon completing this Microsoft Dynamics AX Training, delegates will possess a robust understanding of Microsoft Dynamics AX, ready to implement their skills in enhancing business processes. They will be well-equipped to contribute to their organisations' growth and efficiency, leveraging the software to its full potential.
Module 1: Navigating Salesforce
Module 2: Managing Leads
Module 3: Working with Contacts and Accounts
Module 4: Tracking Opportunities
Module 5: Managing Campaigns
Module 6: Working with Cases
Module 7: Collaborating with Chatter
Module 8: Reports and Dashboards
(344 remaining)
The Salesforce Lightning Masterclass Course is ideally suited for individuals who are looking to enhance their proficiency in using Salesforce Lightning, the modern and intuitive interface for Salesforce. This Salesforce Lightning Training can be beneficial for a wide range of professionals, including:
There are no formal prerequisites for this Salesforce Lightning Training.
The Salesforce Lightning Course delves into the revolutionary Salesforce Lightning platform, a game-changer in the CRM (Customer Relationship Management) landscape. This platform's enhanced interface and customisation capabilities have redefined how businesses interact with their CRM systems, making it a crucial tool for modern business operations.
Understanding and mastering Salesforce Lightning is vital for professionals in sales, marketing, and CRM administration. As the demand for more dynamic and user-friendly CRM solutions grows, those skilled in Salesforce Lightning become invaluable assets to their organisations. This mastery is essential for anyone looking to leverage CRM systems to drive business success effectively.
The Knowledge Academy's 1-day Salesforce Lightning Masterclass is designed to equip delegates with the skills and knowledge to navigate and utilise Salesforce Lightning efficiently. This CRM Training will cover practical applications, customisation techniques, and best practices, enabling delegates to maximise the platform's potential in their professional roles.
Course Objectives:
After completing this course, delegates receive a prestigious certification, validating their proficiency in Salesforce Lightning. This certification is a testament to their expertise, enhancing career prospects and signaling a solid command over Salesforce's dynamic Lightning platform.
Module 1: Salesforce Overview
Module 2: Quote Templates
Module 3: Data Types, Field Types, and Components
Module 4: Custom Buttons and Links
Module 5: Process Builder
Module 6: Validation Rule Considerations
Module 7: Controlling Access Using Hierarchies
Module 8: Salesforce Data Security Model
Module 9: Profiles
Module 10: Reports and Dashboards
Module 11: Manage Salesforce Data
Module 12: AppExchange
Module 13: Deploy a Change Set
(344 remaining)
The Salesforce Admin Training Course offers in-depth knowledge about the administrative features of Salesforce, the leading Customer Relationship Management (CRM) platform. This course can be beneficial for various professionals, including:
There are no formal prerequisites required for the Salesforce Admin Training Course.
Salesforce, a leader in CRM (Customer Relationship Management) software, revolutionises how businesses interact with their customers. This Salesforce Admin Training delves into the core functionalities and advanced features of Salesforce, highlighting its relevance in today's customer-centric business environment. It's essential for managing customer information and enhancing customer experiences effectively.
Understanding Salesforce is crucial for professionals involved in sales, customer service, and marketing. By mastering this tool, individuals can streamline client interactions, manage sales pipelines, and create comprehensive customer profiles. This CRM Training is particularly beneficial for those looking to elevate their careers in sales and customer relationship management.
The Knowledge Academy’s 4-day Salesforce Admin Training is designed to provide a thorough understanding of Salesforce administration and its applications. It helps delegates in comprehensively managing customer data, automating business processes, and deriving insights for strategic decisions. This training will empower participants with practical skills to efficiently use Salesforce in their respective roles.
Course Objectives:
At the end of this course, delegates will be able to modify default functionality and produce unique pages, components, and apps. They will also be able to manage data structures with fields, relationships, and objects.
Module 1: Salesforce Overview
Module 2: Introduction Metadata API
Module 3: Data Model
Module 4: Add Business Logic
Module 5: Apex
Module 6: Data Types, Field Types, and Components
Module 7: Salesforce Object Search Language (SOSL)
Module 8: Salesforce Apex Triggers
Module 9: Exception Handling
Module 10: Testing Apex
Module 11: Ant Migration Tool
Module 12: Standard List Controllers
Module 13: Lightning Web Components
Module 14: Options for Deploying Salesforce Changes
Module 15: Debug and Run Diagnostics
(344 remaining)
The Salesforce Developer Training Course offers in-depth knowledge about the administrative features of Salesforce, the leading Customer Relationship Management (CRM) platform. This course can be beneficial for various professionals, including:
There are no formal prerequisites required for the Salesforce Developer Training Course.
Salesforce Developer Training stands at the forefront of CRM Training, offering cutting-edge solutions in Customer Relationship Management (CRM). This training delves into the multifaceted Salesforce platform, which is pivotal in today’s digital economy for managing customer interactions and data effectively.
Understanding Salesforce is essential for professionals in CRM, IT, and business development sectors. Those aiming to excel in customer management and technical solution implementation will find this training crucial. It is tailored for Developers, Project Managers, and Business Analysts seeking to harness the full potential of the Salesforce platform.
The Knowledge Academy's 4-day Salesforce Developer Training provides a concise yet comprehensive exploration of Salesforce’s capabilities. Delegates will gain practical insights into the platform, enhancing their skills in CRM strategies and technical deployment, thus preparing them for advanced roles in their respective fields.
Course Objectives:
At the end of this training, delegates will be able to identify business logic, build specific data models, design user interfaces, and ensure security for customised applications. They will also be able to use Salesforce Object Search Language (SOSL), which would be beneficial for performing text searches in the records.
Module 1: Introduction to Salesforce Development Lifecycle and Deployment
Module 2: Development Lifecycle Phases
Module 3: Key Concepts in Salesforce Development
Module 4: Development Methodologies
Module 5: Continuous Integration and Continuous Deployment
Module 6: Release Management and Governance
Module 7: Data Migration and Deployment Strategies
Module 8: Change Sets and Packages
Module 9: Version Control and Collaboration
Module 10: Deployment Automation and Tools
(344 remaining)
The Salesforce Development Lifecycle and Deployment Architect Training is designed for professionals seeking expertise in architecting and managing the development and deployment processes within the Salesforce ecosystem. The training is suitable for:
There are no formal prerequisites required for Salesforce Development Lifecycle and Deployment Architect Training Course. However, basic understanding of Salesforce concepts and cloud technologies can be beneficial.
In the ever-evolving world of Customer Relationship Management (CRM), understanding the Salesforce Development Lifecycle and Deployment Architecture is crucial. This area of expertise is increasingly relevant for businesses looking to optimise their CRM strategies and implementation processes, ensuring they stay competitive and efficient in Managing Customer Relations.
Professionals such as Salesforce Developers, System Architects, and CRM Strategists should master this subject to effectively manage and deploy Salesforce solutions. Knowledge in this area is vital for those aiming to enhance system functionality, streamline deployment processes, and ensure seamless integration of Salesforce within their organisational framework, thereby maximising CRM efficacy
The Knowledge Academy's 1-day CRM Training on Salesforce Development Lifecycle and Deployment offers an intensive, focused learning experience. Delegates will gain a comprehensive understanding of Salesforce architecture, from development to deployment, equipping them with practical skills and insights to apply in real-world scenarios.
Course Objectives:
After attending this training, delegates will be able to implement best practices for Salesforce's Development Lifecycle and Deployment processes. They will be able to efficiently design and oversee the deployment of Salesforce initiatives. They will also be able to mitigate risks and ensure data integrity during the deployment process.
Module 1: Introduction to Salesforce CRM
Module 2: What is Programming Language?
Module 3: Data Types and Operators in Apex
Module 4: Decision Control Statements If-else Statements in Apex
Module 5: Switch Statement in Apex
Module 6: Loops in Apex
Module 7: Object Oriented Concepts in Apex
(344 remaining)
This Salesforce Apex Programming Language Training Course is ideal for individuals who want to develop a solid understanding of the Apex programming language and its applications within the Salesforce ecosystem. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for this Salesforce Apex Programming Language Training Course.
Salesforce holds a prominent position in the Customer Relationship Management (CRM) domain, and its proprietary Apex Programming Language serves as a cornerstone within this framework. The significance of this language is closely linked to its robustness and adaptability in tailoring Salesforce applications, making it an essential skill in CRM Training.
Understanding Apex is crucial for Developers, Salesforce Administrators, and IT professionals who aspire to tailor CRM solutions to specific business needs. Mastery in Apex enables these professionals to enhance Salesforce functionality, automate complex business processes, and create more efficient CRM systems.
The Knowledge Academy’s 1-day Salesforce Apex Programming Language Training offers a comprehensive overview, equipping delegates with essential Apex skills. This training is designed to be both practical and accessible, ensuring that delegates can immediately apply their new skills in real-world scenarios, thereby enhancing their proficiency in CRM systems.
Course Objectives:
Upon completion of this course, delegates will benefit from a heightened ability to customise Salesforce applications, automate business processes, and optimise CRM systems, contributing to increased efficiency and effectiveness in their professional roles.
Module 1: Introduction to Salesforce
Module 2: Data Modelling and Management
Module 3: Security
Module 4: Social
Module 5: User Interface
Module 6: Reporting
Module 7: Mobile
(344 remaining)
This Salesforce Platform App Builder Training Course is designed for individuals who want to enhance their skills and expertise in developing applications using the Salesforce platform. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for this Salesforce Platform App Builder Training Course.
In the evolving landscape of customer relationship management (CRM), the Salesforce Platform App Builder stands out as a pivotal tool. This training dives into the intricacies of Salesforce, a leading CRM platform, highlighting its relevance in managing customer interactions and data efficiently in today’s digital age.
Understanding Salesforce is essential for professionals in sales, marketing, and customer service roles. It's particularly crucial for those aspiring to harness the power of CRM technologies to streamline business processes and enhance customer experiences. A CRM Course in Salesforce equips professionals with the skills to effectively utilise this versatile platform.
The Knowledge Academy's 1-day Salesforce Platform App Builder Training offers a concise yet comprehensive learning experience. Delegates will gain hands-on knowledge about building custom applications on the Salesforce platform, enabling them to tailor CRM solutions to their organisation's specific needs.
Course Objectives:
Completion Benefits: Upon completion of this CRM Training, delegates will possess a solid foundation in Salesforce App Building, equipping them to contribute significantly to their organisation’s CRM strategies. They will be prepared to create bespoke solutions, optimising customer interactions and business processes.
Module 1: Introduction to HubSpot CRM
Module 2: Create Contacts, Companies, and Deals
Module 3: Track and Report
(344 remaining)
This HubSpot CRM Training Course is beneficial for a wide range of individuals and professionals looking to enhance their understanding and skills in using the HubSpot CRM platform. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for attending this HubSpot CRM Training Course.
HubSpot is a powerful CRM that is designed to work seamlessly with the HubSpot sales, customer service, and marketing tools. It can help you sell better, market better, and gain more powerful insights from customer interactions. This HubSpot CRM Training offers an in-depth exploration of its functionalities, focusing on how it streamlines customer interactions and enhances business efficiency.
Understanding HubSpot CRM is essential for marketing and sales professionals aiming to optimise customer relationships and drive business growth. This training is particularly beneficial for those looking to leverage digital tools for customer engagement, data management, and sales processes. HubSpot CRM Training is a vital resource for professionals seeking to integrate advanced CRM strategies into their business operations.This 1-day HubSpot CRM Training provides the delegates with the sales tools and strategy to help your sales team focus on the best prospects in your funnel, dives into the basics of using HubSpot CRM, and examines how to streamline the sales process with the management and automation tools. This training is designed to enhance participants' proficiency in managing customer relationships, ensuring they can apply these skills immediately in their professional roles.
Course Objectives:
Upon completion of this HubSpot CRM Training, delegates will possess a thorough understanding and practical knowledge of HubSpot CRM. This expertise will empower them to effectively manage customer relationships and data, significantly contributing to their organisation's marketing and sales success.
Module 1: Introduction to Salesforce Service Cloud
Module 2: Salesforce Objects
Module 3: Data Security
Module 4: Process Builder
Module 5: Visualforce
(344 remaining)
The SalesForce Service Cloud Training Course is designed for individuals who wish to enhance their expertise in managing customer service and support processes using the SalesForce Service Cloud platform. This course can benefit a wide range of professionals, including:
There are no formal prerequisites for attending this SalesForce Service Cloud Training Course.
Salesforce Service Cloud Training offers a deep dive into one of the most dynamic and powerful customer service platforms available today. Its relevance lies in the platform's ability to streamline customer service processes, enhance customer satisfaction, and drive efficient case resolution, making it an indispensable tool in the modern customer service landscape.
This training is crucial for customer service managers, IT professionals, and Salesforce administrators aiming to leverage Salesforce Service Cloud to its full potential. Understanding how to navigate and utilise this platform is essential for those who wish to enhance their organisation's customer service experience and increase operational efficiency.
The Knowledge Academy’s 1-day Salesforce Service Cloud Training is designed to impart practical, hands-on experience with the platform. Delegates will learn through real-world scenarios, enabling them to apply the skills acquired immediately in their professional roles. This training offers a concise yet comprehensive understanding, perfect for busy professionals.
Course Objectives:
Upon completing the Salesforce Service Cloud Training, delegates will have a robust understanding of the platform, empowering them to improve their organisation's customer service efficiency and effectiveness. They will be equipped with the skills needed to make impactful changes and drive customer satisfaction.
Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on 01344203999 or Enquire.
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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