CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management

Improve your CRM skills to boost your employability

It is recommended you take the Introduction to Salesforce course to learn the fundamentals before taking this course.

The CRM industry is growing rapidly. The global CRM market is estimated to be worth $50 billion, and is forecast to create 3.3 million additional jobs between 2016 and 2022.

Growing your skills in Salesforce or other CRM platforms will contribute to building competitive advantage through improved customer service, offering value to potential employers and your overall career goals.

Discover how to use Salesforce to generate high quality customer data

You’ll learn about Salesforce objects. These are collections of customer data filed according to category, including leads, contacts, and opportunities. These important data points are designed to help you organise your relationships and activities to enhance them.

You’ll then discover how to create Salesforce reports and dashboards, which can help you understand what your customer data is telling you. These can play a central role in data-driven decision making and driving improvements such as greater customer loyalty and sales.

Learn how to manage data

You will also explore how to manage your data in Salesforce, and how to gauge data quality to ensure your data is complete and accurate. This is key, as it is on this customer data that you will be building your CX strategy.

This course is aimed at professionals seeking to improve customer experience and success through using CRM systems. It would be suitable for early-career professionals, those looking to move to CRM roles, or biz dev, product, or marketing professionals.

Build on the skills you learn on this course with this follow-on course from the same provider:

• CRM Fundamentals and Practice: Salesforce Automation and Best Practice

During the course you’ll be using the Salesforce Trailblazer platform.

This course is aimed at professionals seeking to improve customer experience and success through using CRM systems. It would be suitable for early-career professionals, those looking to move to CRM roles, or biz dev, product, or marketing professionals.

Build on the skills you learn on this course with this follow-on course from the same provider:

• CRM Fundamentals and Practice: Salesforce Automation and Best Practice

• Define what objects are and how they are used
• Articulate how to manage data and data quality
• Recognise how to manage leads, opportunities, accounts and contracts
• Articulate how to run reports and create dashboards