CRM Training

Customer relationship management (CRM) is an application that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer service relationships and assisting in customer retention and driving sales growth. The course will use Salesforce CRM as demo:

  • CRM Overview
  • Basic Configuration
  • User Profiles
  • User Roles
  • User Permissions
  • Creating Leads, Contacts, and Accounts
  • Converting Leads
  • Opportunity, Campaign and Campaign Member Management
  • Creating Record Types and Layouts
  • Reports Designs
  • Data extracting and importing using Data Loader
  • Basic Concepts on validation rules, triggers, and unit test