Professional Diploma in CRM Platforms Management – eBook

CRM Platforms at Sales, Service, Marketing and Business Management (Siebel, Dynamics CRM/365, Salesforce, SAP CRM)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, 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 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 DMITRIEVProfessor of The Retail Banking School Digital 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