38 Courses in Liverpool delivered Live Online

Duration 3 Days 18 CPD hours This course is intended for This course is intended for individuals or anyone that plans to implement, use, maintain, or support Microsoft CRM in their organization. Overview After completing this course, students will be able to: Microsoft CRM User Interface and application terminology, Basic and advanced navigation and record maintenance, Microsoft CRM Client for Outlook functionality and synchronization, Planning and budgeting tasks related to marketing campaigns, Create and manage customer lists This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling. This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling. Additional course details: Nexus Humans Microsoft Dynamics CRM 4.0 User Training 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 Microsoft Dynamics CRM 4.0 User Training 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 1 Days 6 CPD hours This course is intended for People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, business stakeholders and others who want to be exposed to the customer engagement capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level. Overview Describe the customer engagement apps and what they have in common Describe the standard marketing processes and how Dynamics 365 Marketing addresses them Describe Dynamics 365 Marketing features and capabilities Describe additional marketing apps Describe the standard sales processes and how Dynamics 365 Sales addresses them Describe Dynamics 365 Sales capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard customer service processes and how Dynamics 365 Customer Serviceaddresses them Describe Dynamics Customer Service capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard field service business processes and how Dynamics 365 Field Service addresses Describe how to generate Work Orders Describe the scheduling capabilities of Dynamics 365 Field Service Describe the inventory management capabilities of Dynamics 365 Field Service Describe the asset management capabilities of Dynamics 365 Field Service Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Describe the project management capabilities of Dynamics 365 Project Operations Describe the resource utilization capabilities of Dynamics 365 Project Operations This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs. Learn the Fundamentals of Dynamics 365 Marketing Get introduced to the Dynamics 365 customer engagement apps Examine Dynamics 365 Marketing Describe Dynamics 365 Marketing capabilities Review Additional Marketing Apps Learn the Fundamentals of Dynamics 365 Sales Explore Dynamics 365 Sales Manage the sales lifecycle with Dynamics 365 Sales Review additional sales apps Learn the Fundamentals of Dynamics 365 Customer Service Examine Dynamics 365 Customer Service Describe Dynamics Customer Service capabilities Review additional customer service apps Learn the Fundamentals of Dynamics 365 Field Service Examine Dynamics Field Service Generate Work Orders in Dynamics 365 Field Service Describe the scheduling capabilities of Dynamics 365 Field Service Examine the inventory management capabilities of Dynamics 365 Field Service Review the asset management capabilities of Dynamics 365 Field Service Learn the Fundamentals of Dynamics 365 Project Operations (CRM) Examine Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Plan projects with Dynamics 365 Project Operations Review the resource utilization capabilities of Dynamics 365 Project Operations Additional course details: Nexus Humans MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM) 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-910T00 Microsoft Dynamics 365 Fundamentals (CRM) 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.

SAP CRM Training Online SAP CRM (Customer Relationship Management) module empowers you to manage all of your customer-related data and contacts. In SAP CRM training course you will learn how to leverage functionality for the full spectrum of CRM processes including sales, service, marketing, and operations. Powered with an understanding and knowledge of the comprehensive functionality in SAP CRM, you can easily manage the entire customer life cycle efficiently and intelligently. SAP CRM is one of the significant part of SAP Business Suite to manage customer relationship. It supports all customer-focused business areas such as marketing, sales and service. A component of SAP CRM, CRM Analytics, enables organizations to gather all relevant information about various key factors such as a customer and analyse the knowledge base to incorporate insights into operational processes and helps in strategic decision-making. SAP CRM Basic Functions and Master Data SAP CRM Sales, Marketing, Services and Middleware SAP CRM WORKSHOP/Project orientation Training

Duration 3 Days 18 CPD hours This course is intended for This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards. Overview When you complete this course, you will be able to: Determine your user, data, and security requirements, and establish a development process. Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions. Load external data to Tableau CRM. Create and run dataflows to load Salesforce data, and join it with data from other datasets. Understand and use Data Sync effectively. Understand Recipes and Data Prep. Understand and implement data security in Tableau CRM, and override security for implementation and testing. Understand how filters on dashboards function and be able to use interactions when necessary. Understand a dashboard's JSON file. Explain the process of dashboard queries and modify a query to meet specific analytic requirements. Modify dataset metadata. Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you?ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster. Discovery and Planning Discovery Meeting Establishing Your Users and Development Process Set Up Users and Apps Overview of User Access on the Tableau CRM Platform Creating Tableau CRM Permission Sets Assigning Licenses and Permission Sets to Users Creating and Sharing Tableau CRM Apps Connect Data Overview of Connecting Data Data Mapping Overview of the Dataflow Process Designing a Dataflow Loading External CSV Data Creating Dataflows Optimizing Dataflows Running, Monitoring, and Scheduling a Dataflow Preparing Datasets with Recipes with Data Prep Data Connectors Additional Transformations Data Security Overview of Security in Tableau CRM Determining Security Requirements Overview of Using Predicate Filters Implementing Ownership-Based Row-Level Security Implementing Role-Based Row-Level Security Implementing Team-Based Row-Level Security Overriding Security for Implementation and Testing Sharing Inheritance Extended Metadata in a Dataset Overview of Extended Metadata (XMD) Updating Field Metadata Adding Quick Action Menus for Records in Tableau CRM Dashboard Templates and Mobile Dashboards Overview of Tableau CRM Dashboard Templates Overview of JSON for Dashboards Building a Dashboard Using a Template Optimizing Dashboards for a Mobile Device Bindings in Dashboards Understanding Filters in Lenses and Dashboards Multi-Dataset Dashboards Filters with Interactions Custom Queries Query Modification Overview of Modifying Queries Maximizing the Use of the Compare Table Salesforce Analytics Query Language (SAQL) SAQL Queries in a Tableau CRM Dashboard Additional course details: Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) 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 Implement and Manage Tableau CRM (ANC301) 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 1 Days 6 CPD hours This course is intended for This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process. Overview Build and manage apps in Tableau CRM Design a dashboard based on requirements, and create a dashboard template Create and add lenses to build a dashboard Optimize a dashboard for mobile use Ready to start building in Tableau CRM? In this course, you?ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You?ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you?ve created a dashboard, you?ll also learn how to optimize the dashboard for mobile. Finally you?ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them.Looking for Tableau classes? Check out the Tableau catalog here. Managing Apps, Lenses, Dashboards, and Datasets Overview of building and managing apps Building an app Manage apps, lenses, dashboards, and datasets Designing a Dashboard and Creating a Template Dashboard Building Overview Designing a Dashboard Create a dashboard template Building a Dashboard Building a Dashboard Adding Charts, Tables, and KPIs to a Dashboard Adding Filters to a Dashboard Modify a Dashboard for Mobile Translating Desktop Dashboards to a Mobile Device Creating/Updating Mobile Dashboard Layouts

Overview By the end of the course, delegates will have:   Identify and prioritise key accounts Increasing business revenue through effective CRM The importance of client care in the business environment Contribution of Customer care towards to quality service Understand the benefits of high-level CRM and the part it plays in client retention Understanding the service excellence and its strengths Necessary attitudes for inspiring customer service Develop the important skills necessary for an effective Customer Relationship Manager Building rapport and creating strong working relationships Effective Communication between the clients Understanding the importance of interpersonal contact and behaviour

Overview By the end of the course, delegates will have:   Identify and prioritise key accounts Increasing business revenue through effective CRM The importance of client care in the business environment Contribution of Customer care towards to quality service Understand the benefits of high-level CRM and the part it plays in client retention Understanding the service excellence and its strengths Necessary attitudes for inspiring customer service Develop the important skills necessary for an effective Customer Relationship Manager Building rapport and creating strong working relationships Effective Communication between the clients Understanding the importance of interpersonal contact and behaviour

Call centre training course description A theory based course covering the major technologies found in call centres today. What will you learn ACD IVR CRM CTI Diallers Call centre training course details Who will benefit: Anyone needing to know about technologies used in call centres. Prerequisites: Telecommunications Introduction Introduction to data comms and networking Duration 2 days Call centre training course contents Overview What are call centres? What are contact centres, Inbound call centres, outbound call centres, blended call centres, Call centre architectures. Telephony and telecomms basics PSTN, switching, PBXs, call routing. Data basics OSI, IP, VoIP. Routing, queuing and matchmaking Principles, distribution, sequencing. ACDs PBX features, Users, call processing, agent features, supervisor features, ACD telephones, ACD calls vs PBX calls, agent positions, ACD groups, routing calls, skills based routing. IVR Types, architectures, choice and control, best practices, IVR input technologies, IVR output technologies, speech recognition, call routing, IVR sizing, web based self service. CRM Contact management, databases, integration, use in call centres, benefits and features. Call centre integration Media types, VoIP, unified messaging, VoiceXML. CTI Simple CTI, 1st and 3rd party integration, CTI benefits and applications in call centers. Diallers History, campaigns, campaign types, Call Progress Detectors, Preview and Predictive Dialling. Management tools Measuring, managing, optimising, recorders, forecasting call centre resources.

Duration 3 Days 18 CPD hours This course is intended for Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations. Overview Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company?s specific requirements. Introduction to Customization and Configuring Dynamics CRM Talent and Course Introduction Module Overview CRM Overview What is Dynamics Customization and Configuration? CRM Architecture Customization Methodology Module review Obtaining a Dynamics CRM Trial TEST YOUR KNOWLEDGE MODULE 1' Manage Microsoft Dynamics CRM Online Subscriptions Module Overview Configuring CRM Overview of CRM Security User Administration Mailboxes Teams CRM Security Model Module Overview Purpose of the CCRM Security Model Privileges Access Levels Security Roles Hierarchy Security Hierarchy Types Module review Introduction to Solutions Module Overview Solutions Overview Solution Detail Creating and Working with Solutions Working with Solution Assets Exporting Solutions Importing Solutions Module review Entity and Field Customization Module Overview Types Entities Entity Ownership Entity Properties System vs Custom Entities Custom Entities and Security Roles Overview of Fields Field Properties Module review Additional Field Customization Module Overview Creating Fields to Meet Client Needs Calculated Fields Rollup Fields CRM Option Sets Alternate Keys Field Level Security State and Status Reason Transitions Module Review Configure mobile devices Module Overview Types of Relationships How and where they are created Many to Many Relationships Hierarchical Data Entity Mapping Connection and Connection Roles Module Review Customizing Forms Module Overview Form types Qualities of a good form Building a Form Specialized Form Components Access Teams and Sub Grids Working with Navigation Additional Form Types Multiple Forms Form customizations and Mobile Clients Module Review Business Rules Module Overview Business Rules Business Rule Scope Trigger Rules Condition and Actions Else Conditions and Actions Occur When Conditions Are True Module review Views and Visualizations Module Overview Using Views View Customization System View Types Quick Find Customization Charts Customizing Dashboard Themes Module Review Introduction to Processes Module Overview Processes and Automation Workflow Basics Module review Business Process Flows What are CRM Business Process Flows Enabling Business Process Flows Steps Stages and Categories Conditional Branching Module Review Bringing it all Together Module Overview Review of Customization Topics Covered Senario Packaging in a Solution Module review

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.