What you'll get
  • 41+ Hours
  • 9 Courses
  • Course Completion Certificates

Synopsis

  • Comprehensive training covering Salesforce CRM, Zoho CRM, Bitrix CRM, Agile CRM, and building a basic CRM using Microsoft Excel VBA and SQL Express.
  • Access to the course content for a full year, allowing learners to study at their own pace.
  • Designed for anyone committed to learning CRM technologies and pursuing a career in this domain.
  • A basic understanding of marketing concepts is recommended to maximize learning outcomes.
  • Learners receive a Certificate of Completion for each included course, along with hands-on projects to reinforce practical skills.
  • Certification is provided as verifiable course completion certificates, each with a unique link that can be added to resumes or LinkedIn profiles to highlight CRM expertise.
  • Training is delivered through self-paced video modules, enabling flexible and convenient learning.

Content

Courses No. of Hours Certificates Details
Zoho CRM System Administrator Training5h 35mView Curriculum
FreeCRM Software - Cloud Based CRM Training5h 2mView Curriculum
Complete Guide to SalesForce CRM5h 38mView Curriculum
Microsoft Dynamics CRM Tutorials3h 14mView Curriculum
Bitrix24 CRM Training5h 12mView Curriculum
Courses No. of Hours Certificates Details
Agile CRM Training5h 6mView Curriculum
SalesForce Administrator Practical Guide7h 2mView Curriculum
SalesForce VisualForce3h 49mView Curriculum
Build CRM in Excel with VBA3h 49mView Curriculum

Description

The Mastering CRM Systems course offers a comprehensive journey into Customer Relationship Management (CRM), equipping learners with the skills to manage and optimize customer interactions. In today's competitive business environment, strong CRM capabilities are crucial for driving customer engagement, retention, and growth. This course provides in-depth exposure to leading CRM platforms, including Zoho CRM, Salesforce CRM, Microsoft Dynamics 365 CRM, Bitrix24 CRM, and more. Through structured lectures, practical tutorials, and hands-on projects, participants gain both conceptual understanding and real-world application of CRM systems.

Designed for both beginners and experienced professionals, the course ensures learners can administer, customize, and enhance CRM systems to meet the unique requirements of any business or organization. By completing this program, participants will acquire the expertise to leverage CRM tools efficiently, improving business processes and strengthening customer relationships.

Section 1: Core CRM System Training

  • Zoho CRM System Administrator Training: Comprehensive guidance on administering and optimizing Zoho CRM for business needs.
  • Cloud-Based CRM Training: Exploration of cloud CRM solutions, including features, functionalities, and implementation strategies.
  • Complete Guide to Salesforce CRM: Detailed training on Salesforce setup, customization, and best practices for enhanced productivity.
  • Microsoft Dynamics 365 CRM Tutorials: In-depth instruction on setup, customization, and integration of Microsoft Dynamics 365 CRM.
  • Bitrix24 CRM Training: Insights into utilizing Bitrix24 CRM effectively to streamline customer management processes.

Section 2: Advanced CRM Training and Projects

  • Agile CRM Training: Introduction to Agile CRM methodologies for improving customer management workflows.
  • Salesforce Projects – App Logic and Integration: Hands-on projects focusing on Salesforce app logic, integration, and advanced functionalities.
  • Salesforce Projects – VisualForce Development: Practical project to master VisualForce customization within Salesforce CRM.
  • Creation of Basic CRM using MS Excel & VBA: Project-based learning to build a functional CRM system using Excel and VBA scripting.

This course combines theoretical insights with practical application, ensuring learners gain the confidence and capability to handle CRM systems proficiently across different platforms and business scenarios.

Sample Certificate

Course Certification

Requirements

  • Learners should have a basic understanding of computers, including navigating software, managing files, and using web browsers.
  • Some familiarity with business principles such as sales, marketing, and customer service will help in understanding CRM concepts more effectively.
  • A reliable internet connection is necessary to access course materials, participate in online lectures, and complete hands-on exercises.
  • An open mindset and willingness to learn new technologies are essential for successfully mastering CRM systems.
  • While not mandatory, having access to CRM platforms such as Zoho CRM, Salesforce CRM, or Microsoft Dynamics 365 CRM will be beneficial for practical experience.
  • Basic proficiency in spreadsheet tools such as Microsoft Excel or Google Sheets will support learning in certain parts of the course.
  • Learners should be prepared to dedicate sufficient time to watching lectures, completing assignments, and practicing CRM tasks.
  • A basic understanding of English is required to follow course materials and instructions effectively.

Target Audience

  • Professionals in CRM are seeking to upgrade their skills and stay up to date with the latest technologies.
  • Sales, marketing, and business development professionals looking to enhance customer engagement and streamline processes.
  • Small business owners and entrepreneurs are aiming to implement CRM systems to improve customer management and drive growth.
  • IT professionals interested in CRM administration, customization, and integration.
  • Students and graduates want practical CRM skills to boost career opportunities.
  • Individuals transitioning into CRM roles who need the necessary knowledge and expertise.
  • Consultants, freelancers, and digital marketers looking to expand their CRM services.
  • Anyone interested in CRM systems, technology enthusiasts, or lifelong learners seeking to stay current with industry trends.