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Postgraduate Diploma: CRM Platform Expert


Postgraduate Diploma:  CRM Platform Expert (Gross sales, Service, Advertising and Enterprise Administration with CRM Platforms)

Welcome to course: Enterprise Ideas of Buyer Relationship Administration, Multichannel Gross sales, Service, Advertising and Enterprise Administration with oCRM (Microsoft Dynamics 365 (CRM), Oracle Siebel CRM, Salesforce) and aCRM instruments (SAS MA, Microsoft Azure, AWS).

Quick Description: Course will probably be attention-grabbing to anyone who need to know enterprise circumstances and enterprise setting of utilization of a+о CRM techniques. We are going to take into account totally different enterprise matters, sensible examples and circumstances and likewise will discuss enterprise associated questions of implementation.

Thought of Enterprise Areas:

Thought of sorts of techniques:

  • Operational CRM

  • Analytical CRM

  • Companions CRM

Course Content material:

  • Introduction to CRM methodology and software program space

  • CRM utilization at gross sales channels administration (branchs community, contact heart, POS)

  • CRM at constructing of companions and agent channels

  • CRM as a fondation for constructing of distant and digital channels

  • Gross sales and repair administration methodology

  • Introduction to Analytical CRM (aCRM)

  • Enterprise Circumstances of ACRM utilization

  • aCRM Implementation

  • CRM at Advertising and digital acquisition

  • Implementation technique

Course Full Description:

Introduction to the world of 360 diploma overview of a enterprise:

• General details about CRM and oCRM techniques utilization circumstances and implementation

• Sensible circumstances at gross sales, service, advertising and enterprise administration

• Utilization of CRM as a platform for digital channels constructing

• Examples from main worldwide banks

• Course for enterprise consultants and tech consultants, who need to perceive enterprise setting.

Introduction to CRM implementation:

• Key focuses of CRM launching

• Key areas of utilization

• Enterprise ideas and particulars

• Examples from retail banking, shopper lending and mortgage enterprise

Course Writer:


Professor of The Retail Banking College
Digital Enterprise and Retail Banking Expert


• MBA, The Boston College, USA

• Grasp of Science at Engineering (Technical) Administration, The State College of New York at Buffalo, USA

• Grasp of Science at Informatics and Economics, The Saint- Petersburg State College of Finance and Economics, Russia

• Six Sigma Black Belt


• Expert at Banking (>15 years), FinTech & Digital (>12 years). Skilled Supervisor (>10 years) with profitable monitor of data at private and company entrepreneurship.

• Greater than 10 years at worldwide banking teams such us Societe Generale, Raiffeisenbank.

• Expertise at roles: CEO, Head of Enterprise, Chief Digital & Advertising Officer, Head of Digital Transformation and Channels, Head of Merchandise and Advertising.

Linked matters:

Enterprise and Entrepreneurship Fundamentals

Digital Advertising

Undertaking Administration

Finance Fundamentals

Advertising Technique

On-line and Digital Enterprise


Gross sales Abilities

Microsoft Dynamics 365

B2B Gross sales


Buyer Relationship Administration

Oracle Siebel CRM




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