Professional Diploma in CRM Platforms Management (Sales, Service, Marketing and Business Management with CRM Platforms)

Course provided by MTF Institute of Management, Technology and Finance

MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.

MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.

MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry, and resident of the incubator “The Fintech House of Portugal”.

MTF is present in 208 countries and has been chosen by more than 380,000 students.

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
Digital Business and Retail Banking Expert

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

Who this course is for:

• 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.