Salesforce CRM Course

Master Salesforce CRM with our expert-led training. Learn to optimise customer relationship management, enhance organisational efficiency, and deliver measurable business value.

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Expert Trainers with Industry Experience
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Interactive Learning Materials

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Expert Trainers with Industry Experience
Live Assessment and Feedback
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Overview

The Salesforce CRM Course equips professionals with the skills to leverage Salesforce’s powerful tools for managing customer relationships and streamlining business operations. This course aligns with industry standards, focusing on strategies that improve organisational efficiency, customer engagement, and business growth.

Proficiency in Salesforce CRM is essential for professionals looking to maximise value delivery by effectively managing customer interactions, sales processes, and marketing activities. Sales representatives, marketing professionals, customer service managers, and business analysts will benefit greatly from this training. Learners will be empowered to align CRM strategies with organisational objectives and achieve measurable results.

This 1-day Salesforce CRM Course by MPES is designed to provide learners with a hands-on understanding of Salesforce’s features, enabling them to optimise workflows, foster collaboration, and effectively manage customer relationships.

Course Objectives

To understand and apply Salesforce CRM features effectively.
To analyse and optimise customer interactions and sales processes.
To manage CRM implementation and transitions efficiently.
To develop strategies for effective team collaboration and stakeholder engagement.
To enhance skills in data-driven decision-making and reporting.
To apply advanced sales and marketing automation techniques.
To lead successful CRM strategies and transformations.
To align CRM goals with organisational objectives.

After completing the course, learners will receive a certificate demonstrating their ability to apply Salesforce CRM practices in their organisations.

Average completion time

1 Month

with unlimited support

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Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Professional Experience: Learners should have at least 1 year of experience in sales, marketing, or customer service to effectively apply the skills and strategies taught in this training.
Educational Background: While no specific educational qualifications are required, familiarity with CRM tools or marketing concepts is highly recommended.
Language Proficiency: A good command of English is required, as all course content, discussions, and assessments are conducted in English.

Learning Outcomes

CRM Expertise: Acquire in-depth knowledge of Salesforce CRM features and capabilities.
Workflow Efficiency: Discover how to streamline processes and enhance team productivity.
Data-Driven Decision-Making: Utilise Salesforce’s reporting tools to interpret customer behaviour and evaluate business performance effectively.
Sales and Marketing Integration: Develop the skills to align sales and marketing strategies for seamless execution.
Automation Skills: Implement advanced marketing and sales automation to save time and achieve improved outcomes.
Tailored Strategies: Adapt CRM approaches to suit the unique needs and goals of your organisation for optimal results.
Customer-Focused Management: Enhance customer engagement and satisfaction through efficient relationship management practices.

Target Audience

The Salesforce CRM Course is designed for professionals seeking to optimise their CRM systems, including:

Sales Professionals
Marketing Professionals
Customer Service Managers
Business Analysts
CRM Administrators
Team Leaders
Business Owners

Course content

Module 1: Introduction to Salesforce CRM

Definition and Purpose
Importance in Modern Business Landscape
Key Features and Capabilities

Module 2: CRM Data Stream Types

Changing Dimensions Type
Lead Stage Dimension
Importing Data

Module 3: CRM Analytics and Permissions

Assign Permissions to Administrators and Users
Set Field-Level Security for Analytics Integration Users

Module 4: Give Your Users Access to CRM Analytics

Create a Permission Set for CRM Analytics Users
Set Up Dashboards
Add Picklist Values and Page Layouts for CRM Analytics

Module 5: Manage Custom Fields

Create a Custom Field
Delete Custom Fields

Module 6: Plan Data Sharing

Determine Match Field for Merging
Match Works According to Priority Order

Module 7: Gain Insights on Data

Introduction to Salesforce CRM Data Insights
Creating New Custom Objects
Creating Tabs for Custom Objects

Module 8: Integrate Personalisation with Salesforce CRM

Define Validation Rules
Clone Validation Rules

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

MPES Learning offers globally recognised courses in accounting,

Arvy Pasanting

As a qualified accountant, studying with MPES has been very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just at excel in my current role as an auditor, but also inspired me to expand my horizons. I am very grateful of the support I was given where the skills I gained extended beyond just passing exams and learning about accounting principles - it allowed me to take on roles that benefit the wider community.

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.

David Ford

Accountant

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

George Evans

The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.

George Evans

Risk Manager

James Robinson

As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.

James Robinson

Financial Consultant

Laura Bennett

The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.

Laura Bennett

Chief Financial Officer

Emma Johnson

The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.

Emma Johnson

Financial Analyst

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Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. What is the Salesforce CRM Course?

The Salesforce CRM Course equips professionals with the knowledge and skills to optimise Salesforce tools for managing customer relationships, automating workflows, and improving business outcomes.

Q. Who should take this course?

Sales, marketing, and customer service professionals, as well as business owners and team leaders, will benefit from this course to enhance CRM strategies and performance.

Q. What key skills will I learn from this course?

Learners will gain expertise in CRM optimisation, sales and marketing automation, data analysis, and customer engagement strategies tailored to organisational needs.

Q. How long is the Salesforce CRM Course?

The Salesforce CRM Course is a focused 1-day training covering essential tools, techniques, and strategies for CRM excellence.

Q. How does this course support organisational growth?

This course empowers professionals to drive organisational growth by optimising customer interactions, improving operational efficiency, and fostering a culture of data-driven decision-making.

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Course Schedule

£2995