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Salesforce CRM Course
Master Salesforce CRM with our expert-led training. Learn to optimise customer relationship management, enhance organisational efficiency, and deliver measurable business value.
Learning Options
- Online Video-Based Learning
- Flexible Schedule
- Expert Trainers with Industry Experience
- High Pass Rates
- 24/7 Personalised Support
- Interactive Learning Materials
- Live Online Classes
- Expert Trainers with Industry Experience
- Live Assessment and Feedback
- Interactive Learning Materials
- Networking Opportunities
- High Pass Rates
Overview
The Salesforce CRM Course equips professionals with the skills to leverage Salesforce’s powerful tools for managing customer relationships and streamlining business operations. This course aligns with industry standards, focusing on strategies that improve organisational efficiency, customer engagement, and business growth.
Proficiency in Salesforce CRM is essential for professionals looking to maximise value delivery by effectively managing customer interactions, sales processes, and marketing activities. Sales representatives, marketing professionals, customer service managers, and business analysts will benefit greatly from this training. Learners will be empowered to align CRM strategies with organisational objectives and achieve measurable results.
This 1-day Salesforce CRM Course by MPES is designed to provide learners with a hands-on understanding of Salesforce’s features, enabling them to optimise workflows, foster collaboration, and effectively manage customer relationships.
Course Objectives
- To understand and apply Salesforce CRM features effectively.
- To analyse and optimise customer interactions and sales processes.
- To manage CRM implementation and transitions efficiently.
- To develop strategies for effective team collaboration and stakeholder engagement.
- To enhance skills in data-driven decision-making and reporting.
- To apply advanced sales and marketing automation techniques.
- To lead successful CRM strategies and transformations.
- To align CRM goals with organisational objectives.
After completing the course, learners will receive a certificate demonstrating their ability to apply Salesforce CRM practices in their organisations.
Average completion time
1 Month
with unlimited support
100% online
Start anytime
Study At Your Own PaceCourse Includes
Course Details
Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.
Entry Requirements
Professional Experience: Learners should have at least 1 year of experience in sales, marketing, or customer service to effectively apply the skills and strategies taught in this training.
Educational Background: While no specific educational qualifications are required, familiarity with CRM tools or marketing concepts is highly recommended.
Language Proficiency: A good command of English is required, as all course content, discussions, and assessments are conducted in English.
Learning Outcomes
CRM Expertise: Acquire in-depth knowledge of Salesforce CRM features and capabilities.
Workflow Efficiency: Discover how to streamline processes and enhance team productivity.
Data-Driven Decision-Making: Utilise Salesforce’s reporting tools to interpret customer behaviour and evaluate business performance effectively.
Sales and Marketing Integration: Develop the skills to align sales and marketing strategies for seamless execution.
Automation Skills: Implement advanced marketing and sales automation to save time and achieve improved outcomes.
Tailored Strategies: Adapt CRM approaches to suit the unique needs and goals of your organisation for optimal results.
Customer-Focused Management: Enhance customer engagement and satisfaction through efficient relationship management practices.
Target Audience
Sales Professionals
Marketing Professionals
Customer Service Managers
Business Analysts
CRM Administrators
Team Leaders
Business Owners
The Salesforce CRM Course is designed for professionals seeking to optimise their CRM systems, including:
Course content
Definition and Purpose
Importance in Modern Business Landscape
Key Features and Capabilities
Changing Dimensions Type
Lead Stage Dimension
Importing Data
Assign Permissions to Administrators and Users
Set Field-Level Security for Analytics Integration Users
Create a Permission Set for CRM Analytics Users
Set Up Dashboards
Add Picklist Values and Page Layouts for CRM Analytics
Create a Custom Field
Delete Custom Fields
Determine Match Field for Merging
Match Works According to Priority Order
Introduction to Salesforce CRM Data Insights
Creating New Custom Objects
Creating Tabs for Custom Objects
Define Validation Rules
Clone Validation Rules
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
MPES Support That Helps You Succeed
At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.
- MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
- Get expert guidance from tutors available online to assist with your studies.
- Check your eligibility for exemptions with the relevant professional body before starting.
- Our supportive team is here to offer study advice and support throughout your course.
- Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.
Career Growth Stories
Discover how MPES Learning transforms careers with real success stories.
Arvy Pasanting
As a qualified accountant, studying at MPES has been a very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just excel at my current role as an auditor, but also inspired me to expand my horizons.
Arvy Pasanting
David Ford
I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.
David Ford
Aaron Allcote
As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.
Aaron Allcote
Bob Beaumont
I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.
Bob Beaumont
George Evans
The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.
George Evans
James Robinson
As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.
James Robinson
Laura Bennett
The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.
Laura Bennett
Emma Johnson
The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.
Emma JohnsonHave Questions? We’ve Got You
If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.
Q. What is the Salesforce CRM Course?
The
Salesforce CRM Course equips professionals with the knowledge and skills to
optimise Salesforce tools for managing customer relationships, automating
workflows, and improving business outcomes.
Q. Who should take this course?
Sales,
marketing, and customer service professionals, as well as business owners and
team leaders, will benefit from this course to enhance CRM strategies and
performance.
Q. What key skills will I learn from this course?
Learners
will gain expertise in CRM optimisation, sales and marketing automation, data
analysis, and customer engagement strategies tailored to organisational needs.
Q. How long is the Salesforce CRM Course?
The Salesforce CRM Course is a focused 1-day training covering essential tools, techniques, and strategies for CRM excellence.
Q. How does this course support organisational growth?
This
course empowers professionals to drive organisational growth by optimising
customer interactions, improving operational efficiency, and fostering a
culture of data-driven decision-making.
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