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Conceptual CRM Technology

Microsoft Dynamics, Salesforce, Leads, Service, Field Service, Sales, Customer Relationship Management
(0 reviews)
4 students
Created by


CourseMarks Score®







Platform: Udemy
Video: 54m
Language: English
Next start: On Demand

Table of contents


This course revolves around the foundations of CRM. It explains all the main terminologies and associated concepts in Microsoft Dynamics, Salesforce and other vendors. It does not discuss in details the operations of the latter systems.  It tackles mainly the fields of service, field service and sales. It is basically the best introduction one can get about CRM, its major vendors, database for leads, business process flows, triggers, workflows and more. This course will not provide a demo about any certain software as it discusses various ones, and besides to retain such matter , one needs to be involved in it !

You will learn

✓ What is Customer Relationship Management
✓ Service, Field Service, Sales & Marketing
✓ Omnichannel Marketing
✓ Customer Data Platform
✓ Leads (database & qualification) and Opportunities
✓ Internet of Things
✓ Triggers & Workflows


• No

This course is for

• As basically all companies are moving into integrating Microsoft Dynamics and related systems, this has become vital to be attained by all involved in business
Corporate Trainer
I had the service/tourism science in my blood for more than twenty years. I follow a unique teaching/training style that incorporates memory enhancing techniques, emphasis on visual approaches and highly charged motivational schemes. Holder of 10+ IATA/FIATA diplomas…, advanced certificate in teaching English (TEFL), Master of Science in electronic tourism management…My academic achievements in tourism, freight and business are from Canada, United States of America, England, Switzerland, Greece, Malta, Dubai, Fiji, and more. I have a broad travel experience of over 60 countries. I believe my achievements are almost ideal to be a corporate trainer in an international company.
I have taught in several universities and trained major international companies.
I am more than delighted that I have gained some experience with MSC – Mediterranean Shipping Company Lebanon (Freight) and with MSC Cruises Lebanon and thus acquiring almost the ultimate education and after that the relative experience…
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Platform: Udemy
Video: 54m
Language: English
Next start: On Demand

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