75 Customer Success (CS) courses

Business Finance and Revenue Operations Diploma Upgrade your financial acumen with the Business Finance and Revenue Operations Diploma. This course is designed to equip you with essential skills and knowledge, spanning from the fundamentals of business finance to the intricacies of revenue operations. Learning Outcomes: Acquire a thorough understanding of the various branches of business finance. Master the business finance cycle, from planning to execution. Distinguish between personal and business finance. Analyze financial performance through business finance analysis. Gain proficiency in revenue operations skills. Learn the art of aligning revenue teams for optimum performance. More Benefits: LIFETIME access Device Compatibility Free Workplace Management Toolkit Key Modules from Business Finance and Revenue Operations Diploma: Branches of Business Finance: Explore the key branches of business finance, such as corporate finance, investments, and financial markets, to develop a holistic understanding of the field. Business Finance Cycle: Familiarize yourself with the stages of the business finance cycle, including budgeting, forecasting, and long-term planning. Personal Finance: Delve into the distinctions between personal and business finance, focusing on risk management, investment strategies, and liquidity management. Business Finance Analysis: Learn advanced techniques for analyzing a company's financial health, including key performance indicators and financial ratios. Revenue Operations Skills: Acquire the necessary skill set for effective revenue operations, encompassing data analysis, automation, and cross-functional collaboration. Aligning Revenue Teams: Understand the importance of aligning revenue-generating teams like sales, marketing, and customer success for achieving organisational goals.

Dealing with Angry or Rude Customers   Course Description   Copyright Ross Maynard 2021   Course Description If you work in customer service in any way, then, from time to time, you are going to have to deal with angry or rude customers. This course will help you manage those stressful situations and support the customer as best you can. Anger is a normal and relatively common emotion caused by a perceived hurt or provocation. In some cases a customer’s anger or rude behaviour may be driven by the failings of your organisation or its products and services. In other cases, the problem may be outside your control but you still have to deal with the impact. In this course we look at anger in a customer service situation and how to deal with it. We review the nature and causes of anger; we look at how poor customer service can cause anger and what you can do to prepare your organisation to deal with anger. We cover the warning signs for anger and present a 12 step approach to dealing with an angry customer. We cover questions and short scripts that can help you start a discussion with an angry customer, and we consider why customers might be rude. Finally we look at managing the stress of dealing with an angry customer and finish the course with a review of the key learning points. I hope you find the course helpful.   Key Learning Points  On completion of the course, delegates will be able to: Understand the nature and causes of anger as an emotion. Consider their objectives when dealing with an angry customer. Help prepare their organisation for dealing with angry customers. Identify appropriate customer service metrics Work through a series of steps to deal with an angry customer. Use questions and short scripts to try to help a customer bring their anger under control . Consider why a customer might be rude, and how to deal with that rudeness. Understand how to manage the stress of dealing with angry or rude customers.     Curriculum L1: Anger as an Emotion L2: Your Objectives when Dealing with Anger L3: Poor Customer Service L4: Preparing your Organisation  L5: Warning Signs and What Not to Do L6: The 12 Steps to Dealing with Anger L7: Example Scripts for Angry Customers L8: Dealing with Rude Customers L9: Dealing with Stress, and Key Learning Points     Pre-Course Requirements There are no pre-course requirements     Additional Resources Copy of customer behaviour policy     Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel

Duration 4 Days 24 CPD hours This course is intended for A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations. Overview Install and configure the customer service app Identify common customer service scenarios Complete a case resolution process Analyze customer service data Automate case management record processing Create and use knowledge articles Create and use entitlements and service level agreements Microsoft Dynamics 365 for Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up time to dedicate where a greater impact can be made, directly with customers. Our team of globally recognized experts take students step by step, from creating cases, to interacting with customers, to resolving those cases. Once those cases are resolved, students will learn from data analysis the key details to help resolve similar cases faster or avoid new issues altogether. Customer Service Overview Lesson 1: Create case records Lesson 2: Related service apps Lesson 3: Analytics for service Lesson 4: AI for service Lesson 5: Configuring customer service Lesson 6: Module summary Case Management Lesson 1: Case management overview Lesson 2: Creating case records Lesson 3: Queue management Lesson 4: Case routing Lesson 5: Resolving cases Lesson 6: Module summary Service Level Agreements and Entitlements Lesson 1: SLA and entitlement overview Lesson 2: Create and manage entitlements Lesson 3: Create and manage S Knowledge Management Lesson 1: Knowledge management overview Lesson 2: Authoring and organizing Lesson 3: Use knowledge content Lesson 4: Manage knowledge content Lesson 5: Module summary Additional course details: Nexus Humans MB-230T01 Dynamics 365 for Customer Engagement for Customer Service training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-230T01 Dynamics 365 for Customer Engagement for Customer Service course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for This course is ideal for email digital marketers responsible for managing the email channel for their organization, Salesforce Admins responsible for supporting users when Marketing Cloud Connect is installed, and customers who will be connecting their Salesforce org to Marketing Cloud using Marketing Cloud Connect. Overview When you complete this course, you will be able to: Explain Marketing Cloud Connect. Connect a Marketing Cloud account to a Salesforce org. Create individualized content blocks to leverage Salesforce CRM data using personalization strings and dynamic content. Create an email in Content Builder. Utilize the various sending methods to send to a Lead, Contact, Report, or Campaign in Marketing Cloud and Sales and Service Clouds. Automate sending emails using a Triggered Email, Automation Studio, and Journey Builder. Configure Synchronized CRM Sources to bring CRM data into Marketing Cloud. Segment data using Reports, Filter Activity, and Query Activity. Create journeys using Salesforce Activities in Journey Builder. Review tracking data in Marketing Cloud and Sales and Service Clouds. Create analytics reports in Marketing Cloud. Create and customize Marketing Cloud reports in Sales and Service Clouds. Create a dashboard based on Marketing Cloud reports. Unify and analyze your data in one place with Marketing Cloud Connect. In this 4-day class, you'll learn how to link your Marketing, Sales, and Service Clouds to seamlessly engage with your customers. Discover how to segment Salesforce data to create personalized, targeted emails. Track and report on those emails to see what resonates most with your customers so you can strengthen your relationships with them. Salesforce Marketing Cloud Overview Review the Customer Success Platform Get to Know Marketing Cloud Marketing Cloud Connect Review Marketing Cloud Connect Review the Various Ways to Connect the Clouds Marketing Cloud Connect Configuration Explore How to Connect the Clouds Review the Prerequisites for Marketing Cloud Connect Review Salesforce Terminology Connect a Marketing Cloud Account to a Salesforce Org Review Prework Personalized Digital Marketing Review What Functionality Can Be Accomplished in Each Cloud Create a Personalized Email Leveraging Salesforce CRM Data Using Content Builder Use Testing Tools Send a Marketing Cloud Email Manually to a Lead, Contact, Report, and Campaign Automate the Sending of an Email via a Triggered Email, Automation Studio, and Journey Builder Understand What Happens When an Email Is Sent Understand Subscriber Statuses Synchronized CRM Data Explain How and Why to Bring Salesforce CRM Data into Marketing Cloud Synchronize Data Sources in Contact Builder Create Segments Using Filters and the Query Activity Create a Salesforce Data Extension for Sending Create a Journey Using Synchronized Data Sources Test a Journey Journey Builder Explain Sales and Service Cloud Activities Create a Journey Using Sales and Service Cloud Activities Tracking and Reporting Understand the Tracking Data Available in Marketing Cloud Create and Automate Tracking Reports in Marketing Cloud Understand the Tracking Data Available in Sales and Service Cloud Create and Customize Marketing Cloud Reports in Sales and Service Cloud Create a Dashboard for Marketing Cloud Tracking Reports Additional course details: Nexus Humans Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Link Your Salesforce Data using Marketing Cloud Connect (MCC201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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