Description

Professional Diploma in CRM Platforms Management (Sales, Service, Marketing and Business Management with CRM Platforms)Course provided by MTF Institute of Management, Technology and FinanceMTF 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.MTF is present in 218 countries and has been chosen by more than 950 000 students.Exclusive: The Career Accelerator EditionWhy is this course unique?By enrolling in this special edition, you unlock three strategic career advantages:1. Dual Certification & Direct Verification Go beyond the standard. Upon completion, you will receive not only the Udemy certificate but also the Official MTF Institute Certificate and Student ID.· Direct Validation: You will gain access to our automated system to issue your credentials instantly directly from the Institute.· Credibility: This independent verification adds a layer of professional authority to your CV, recognized by our global partners.2. Portfolio Building & LinkedIn Visibility In job market, visibility is everything. We don’t just teach you skills; we help you showcase them.· Show, Don’t Just Tell: We encourage you to post your course projects and case studies directly to your professional profiles.· Career Boost: Follow our guidelines to add your new certification to your LinkedIn profile correctly. This simple step significantly improves your visibility to recruiters and demonstrates your commitment to continuous professional development.3. Access to a Global Professional Community Education is more powerful when shared. You are not learning alone.· Network: Join thousands of professionals worldwide who trust MTF Institute.· Stay Informed: Gain the opportunity to subscribe to our industry insights and newsletters, keeping you ahead of trends in management and technology.Start your transformation from a student to a recognized professional today.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 ManagementService and claims ManagementCross-sale and up-saleDigital Channels buildingExamples from Consumer Lending, Mortgage and other produc-lines of Retail BusinessConsidered types of systems:Operational CRMAnalytical CRMPartners CRMCourse Content:Introduction to CRM methodology and software areaCRM usage at sales channels management (branchs network, contact center, POS)CRM at building of partners and agent channelsCRM as a fondation for building of remote and digital channelsSales and service management methodologyIntroduction to Analytical CRM (aCRM)Business Cases of ACRM usageaCRM ImplementationCRM at Marketing and digital acquisitionImplementation strategyCourse 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 businessCourse Author:IGOR DMITRIEVDigital Business and Retail Banking ExpertEducation:• 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 BeltExperience:• 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 FundamentalsDigital MarketingProject ManagementFinance FundamentalsMarketing StrategyOnline and Digital BusinessLeadershipSales SkillsMicrosoft Dynamics 365B2B SalesCRMCustomer Relationship ManagementOracle Siebel CRMSalesforceCRM Software OverviewOverview of different CRM software and use cases