Professional Diploma in CRM Platforms Management

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 208 countries and has been chosen by more than 380,000 students.

santhosh kumar babu | Author Level 4

0.0

(0) 0 Students

What you will learn

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 Operational CRM Analytical CRM Partners CRM

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
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

What you’ll learn
Business Principles of Customer Relationship Management
Multichannel Sales, Service, Marketing and Business Management
Business principles of implementation of oCRM tools (Microsoft Dynamics 365 (CRM), Oracle Siebel CRM, Salesforce)
Business principles of implementation of aCRM tools (SAS MA, Microsoft Azure, AWS)
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
Are there any course requirements or prerequisites?
Course will be interesting to anybody who want to understand banking, retail, crm, fintech and digital implementation topics
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.