Language: English (US)
CRM Platforms at Sales, Service, Marketing and Business Management (Siebel, Dynamics CRM/365, Salesforce, SAP CRM)
https://www.udemy.com/course/crm-at-sales-service-marketing-and-business-management/
Professional Diploma in CRM Platforms Management (Sales, Service, Marketing and Business Management with CRM Platforms) Welcome to course: Business Principles of Customer Relationship Management, Multichannel Sales, Service, Marketing and Business Management with oCRM (Microsoft Dynamics 365 (CRM), Oracle Siebel CRM, Salesforce) and aCRM tools (SAS MA, Microsoft Azure, AWS). Short Description: Course will be interesting to anybody who want to know business cases and business environment of usage of a+о CRM systems. We will consider different business topics, practical examples and cases and also will talk about business related questions of implementation. Considered Business Areas: Sales Management Service and claims Management Cross-sale and up-sale Digital Channels building Examples from Consumer Lending, Mortgage and other produc-lines of Retail Business Considered types of systems: Operational CRM Analytical CRM Partners CRM Course Content: Introduction to CRM methodology and software area CRM usage at sales channels management (branchs network, contact center, POS) CRM at building of partners and agent channels CRM as a fondation for building of remote and digital channels Sales and service management methodology Introduction to Analytical CRM (aCRM) Business Cases of ACRM usage aCRM Implementation CRM at Marketing and digital acquisition Implementation strategy Course Full Description: Introduction to the world of 360 degree overview of a business: • Overall information about CRM and oCRM systems usage cases and implementation • Practical cases at sales, service, marketing and business management • Usage of CRM as a platform for digital channels building • Examples from leading worldwide banks • Course for business experts and tech experts, who want to understand business environment. Introduction to CRM implementation: • Key focuses of CRM launching • Key areas of usage • Business principles and details • Examples from retail banking, consumer lending and mortgage business Course Author: IGOR DMITRIEV Professor of The Retail Banking School Education: • MBA, The Boston University, USA • Master of Science at Engineering (Technical) Management, The State University of New York at Buffalo, USA • Master of Science at Informatics and Economics, The Saint- Petersburg State University of Finance and Economics, Russia • Six Sigma Black Belt Experience: • Expert at Banking (>15 years), FinTech & Digital (>12 years). Experienced Manager (>10 years) with successful track of records at personal and corporate entrepreneurship. • More than 10 years at worldwide banking groups such us Societe Generale, Raiffeisenbank. • Experience at roles: CEO, Head of Business, Chief Digital & Marketing Officer, Head of Digital Transformation and Channels, Head of Products and Marketing. Linked topics: Business and Entrepreneurship Fundamentals Digital Marketing Project Management Finance Fundamentals Marketing Strategy Online and Digital Business Leadership Sales Skills Microsoft Dynamics 365 B2B Sales CRM Customer Relationship Management Oracle Siebel CRM Salesforce CRM Software Overview Overview of different CRM software and use cases
Digital Business and Retail Banking Expert
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