Crm And Salesforce Fundamentals: A Beginner'S Course

Learn the Fundamentals of Customer Relationship Management and Salesforce, Regardless of Your Background or Skill Level

What you'll learn

Understand what is a Customer Relationship Management (CRM) software and its benefits for businesses

Familiarize yourself with common CRM terminologies to better understand the technology and its capabilities

Learn about the importance of having a strong CRM system for managing customer interactions, tracking customer data, and analyzing customer behavior

Learn about the factors businesses consider before selecting a CRM to ensure it meets their specific needs and goals

Introduction to Salesforce CRM and its offerings: Get an overview of Salesforce CRM and learn about its features and capabilities

Gain an understanding of the various consulting roles that are typically involved in a Salesforce project

Get Hands-on experience of spinning up a Developer org

understand the Salesforce specific terminologies such as Applications, Objects, Records and Fields

Understand List Views: Learn about List Views in Salesforce, which allow you to filter and sort data in a meaningful way

Gain practical experience by creating a custom application in Salesforce and associating it with relevant profiles and objects

Practice creating records in Salesforce to better understand how the technology works in practice

Requirements

No programming experience / IT experience is required. You will learn everything you need to know in this course.

Description

At the heart of my mission in creating this course is the desire to touch more lives in a positive way. With over two decades of experience in the IT consulting world with deep subject matter expertise in the field of CRM and Salesforce, I know firsthand the incredible impact that these tools can have on businesses and individuals alike. My goal is to share this knowledge with as many people as possible, in a way that is both simplified and lucid.By offering an introductory course that is accessible to everyone, regardless of their background or skill level, I hope to empower individuals from all walks of life to gain a comprehensive understanding of CRM and Salesforce in particular. Whether you're a college student seeking a competitive edge, a recent graduate looking to further your education to open up new career opportunities, an experienced IT professional wanting to expand your knowledge, and skillset, a housewife, or a full-time mom eager to learn a new skill or anyone with a desire to understand the fundamentals of CRM and Salesforce, this course is for you!I believe that by sharing my knowledge and experience in a way that is approachable and easy to understand, I can help more people realize the incredible potential of CRM and Salesforce. With these tools, businesses can improve their relationships with their customers, increase sales and revenue, and drive better business outcomes. And for individuals, mastering these tools can open up new career opportunities and help them achieve their professional goals.Course OverviewThe course starts with an introduction to CRM, explaining the key functionalities of a CRM system. From there, you will understand the various business teams that use CRM Systems, and the key factors that business stakeholders use to determine and select a CRM system that will be a great fit for their organizations. You will learn about Salesforce and its offerings. Specifically, we will discuss the pre-built apps available from Salesforce such as Sales Cloud, CPQ, Billing, Service Cloud, etc.  In addition, you will also learn about the industry-specific offerings from Salesforce, the App Exchange, and Salesforce's PaaS offerings. We will also review the various roles involved in typical Salesforce projects. For someone seeking a job in the IT consulting industry, this section aims to provide the student with a good understanding of the various job roles.You will then roll up your sleeves to spin up a Salesforce developer edition and get some hands-on experience creating a custom application, associating objects to the app, and creating a few records. Throughout the course, you'll have access to video lectures, quizzes, and practical exercises where applicable that will help you solidify your understanding of the material. By the end of the course, you'll have a solid foundation and understanding of the basics of CRM and Salesforce that you can build upon as you continue to explore the powerful offerings from Salesforce in more depth.So if you're ready to start your journey toward mastering CRM and Salesforce, I invite you to enroll in this course and join me on this exciting adventure. Together, we can make a positive impact on the world and help more people realize their potential.

Overview

Section 1: Meet Your Instructor

Lecture 1 Breaking the Ice: Meet Your Course Instructor and the Teaching Techniques Used

Section 2: Customer Relationship Management - A Comprehensive Introduction

Lecture 2 Business to Consumer (B2C) and Business to Business (B2B) Transactions

Lecture 3 What is a CRM?

Lecture 4 Key Functions of a CRM

Lecture 5 Google Sheet as a CRM

Section 3: Need for CRM and its Key Users

Lecture 6 Need for a Robust CRM System

Lecture 7 Various Teams That Use CRM and Need for Centralized CRM System

Section 4: CRM Names and Key Business Considerations for Selecting a CRM System

Lecture 8 List of CRM Names and Business Considerations for CRM Selection - Part 1

Lecture 9 Business Considerations for CRM Selection - Part 2

Lecture 10 Business Considerations for CRM Selection - Part 3

Section 5: Introduction to Salesforce

Lecture 11 What is Salesforce

Lecture 12 Pre-Built Apps (Part 2)

Lecture 13 Industry Specific Offerings

Lecture 14 App Exchange and Platform As A Service Capabilities

Section 6: From Idea to Inception - Lifecycle of a Salesforce Project

Lecture 15 Idea to Inception

Lecture 16 Typical Roles in a Salesforce Project

Lecture 17 Ongoing Salesforce Implementation Enhancements

Section 7: Salesforce Hands-On Activities

Lecture 18 Spin up a Salesforce Org

Lecture 19 Review Setup Page and Understand Terminologies

Lecture 20 Salesforce Screen Walkthrough

Lecture 21 Create a Custom Application

Lecture 22 Record Creation

Lecture 23 Quick Recap!

This introductory course offers an unparalleled opportunity for individuals from a variety of backgrounds to gain a comprehensive understanding of Customer Relationship Management (CRM) and Salesforce. Whether you are a college student looking to gain a competitive edge, a recent graduate seeking to further your education, an experienced IT professional exploring new career opportunities, a housewife or a full time mom eager to learn a new skill, or anyone with a desire to understand the fundamentals of CRM and Salesforce, this course is suitable for you and does not require any prior knowledge in the IT field.,Subsequent courses in this series will build on this foundational course and will cover deeper aspects of Salesforce Configuration