388 Courses

CRM: Customer Relationship Management Online Are you excited to start a job as front desh executive or the job which have direct interaction with customers? Then our comprehensive CRM Course (Customer Relationship Management) is perfect for you. This CRM Course (Customer Relationship Management) delves into customer-centric strategies and emphasizing the use of CRM tools for enhanced customer interactions. The CRM Course (Customer Relationship Management) participants gain insights into customer data analysis, segmentation and effective communication techniques. The CRM Course (Customer Relationship Management) fosters skills in CRM system implementation and aligning sales. Moreover, the CRM Course (Customer Relationship Management) involves marketing and service functions. The CRM Course (Customer Relationship Management) helps in optimizing overall business performance through strengthened customer relationships. As the CRM Course (Customer Relationship Management) is a great method to progress your profession the what are you waiting? Sign up for this CRM Course (Customer Relationship Management) immediately! Main Course: CRM: Customer Relationship Management Free courses included with CRM: Customer Relationship Management Course: Along with CRM: Customer Relationship Management Course you will get free Close Protection Course Along with CRM: Customer Relationship Management Course you will get free Security Management Course Special Offers of this CRM: Customer Relationship Management Course: This CRM: Customer Relationship Management Course includes a FREE PDF Certificate. Lifetime access to this CRM: Customer Relationship Management Course Instant access to this CRM: Customer Relationship Management Course 24/7 Support Available to this CRM: Customer Relationship Management Course CRM: Customer Relationship Management Online Our CRM Course (Customer Relationship Management) provides an introduction to Customer Relationship Management (CRM) along with its all functions. Also, the CRM Course (Customer Relationship Management) explains CRM strategies, and data analysis in CRM and CRM Databases. Moreover, this CRM Course (Customer Relationship Management) includes difficulties handling processes. Additionally, the CRM Course (Customer Relationship Management) explain how to deepen the customer relationship and the future of CRM. Who is this course for? CRM: Customer Relationship Management Anyone can take this CRM Course (Customer Relationship Management). Requirements CRM: Customer Relationship Management To enroll in this CRM: Customer Relationship Management Course, students must fulfil the following requirements: Good Command over English language is mandatory to enrol in our CRM: Customer Relationship Management Course. Be energetic and self-motivated to complete our CRM: Customer Relationship Management Course. Basic computer Skill is required to complete our CRM: Customer Relationship Management Course. If you want to enrol in our CRM: Customer Relationship Management Course, you must be at least 15 years old. Career path CRM: Customer Relationship Management After completing this CRM Course (Customer Relationship Management), you can work as a manager, customer service manager, CRM analyst, and many other positions!

CRM: Customer Relationship Management Would you want to learn about various methods for choosing tools and the best ways to keep customers? Our in-depth CRM (Customer Relationship Management) will assist you in expanding your knowledge about the CRM sector. Our CRM (Customer Relationship Management) provides an introduction to Customer Relationship Management (CRM) along with its all functions. Also, the CRM (Customer Relationship Management) explains CRM strategies, and data analysis in CRM and CRM Databases. Moreover, this CRM (Customer Relationship Management) includes difficulties handling processes. Additionally, the CRM (Customer Relationship Management) explain how to deepen the customer relationship and the future of CRM. Enhance your organisational efficiency and maximise business growth through our effective CRM (Customer Relationship Management) practices! Learning Outcome of CRM (Customer Relationship Management) This CRM (Customer Relationship Management) will teach you about: Introduction to CRM (Customer Relationship Management). The CRM (Customer Relationship Management) explains CRM fundamentals. CRM (Customer Relationship Management) also includes CRM strategies. Data analysis in CRM and collecting CRM databases are parts of this CRM (Customer Relationship Management). Through the CRM (Customer Relationship Management), you will learn about deepening customer relationships. Handling customer complaints and the future of CRM is elaborately explained in this CRM (Customer Relationship Management). Special Offers of this CRM: Customer Relationship Management Course This CRM: Customer Relationship Management Course includes a FREE PDF Certificate. Lifetime access to this CRM: Customer Relationship Management Course Instant access to this CRM: Customer Relationship Management Course Get FREE Tutor Support to this CRM: Customer Relationship Management Course CRM: Customer Relationship Management Unlock the full potential of your customer interactions with our CRM: Customer Relationship Management course, offering a comprehensive introduction to CRM strategies and functionalities. This CRM: Customer Relationship Management course guides you through the essentials of CRM, from data analysis to managing CRM databases. Learn how to navigate challenges and streamline processes through the CRM: Customer Relationship Management framework. Moreover, the CRM: Customer Relationship Management course teaches you to deepen customer relationships and explore the future of CRM. Elevate your business and master the art of customer loyalty with our expert-led CRM: Customer Relationship Management program. Who is this course for? CRM: Customer Relationship Management This CRM (Customer Relationship Management) is intended for individuals who wish to enhance their company chances and cultivate solid client connections. Requirements CRM: Customer Relationship Management To enrol in this CRM: Customer Relationship Management Course, students must fulfil the following requirements: Good Command over English language is mandatory to enrol in our CRM: Customer Relationship Management Course. Be energetic and self-motivated to complete our CRM: Customer Relationship Management Course. Basic computer Skill is required to complete our CRM: Customer Relationship Management Course. If you want to enrol in our CRM: Customer Relationship Management Course, you must be at least 15 years old. Career path CRM: Customer Relationship Management You may work as a manager, customer service manager, CRM analyst, and many other roles after finishing this CRM (Customer Relationship Management)!

CRM: Customer Relationship Management Would you want to learn about various methods for choosing tools and the best ways to keep customers? Our in-depth CRM Course (Customer Relationship Management) will assist you in expanding your knowledge about the CRM sector. Our CRM Course (Customer Relationship Management) provides an introduction to Customer Relationship Management (CRM) along with its all functions. Also, the CRM Course (Customer Relationship Management) explains CRM strategies, and data analysis in CRM and CRM Databases. Moreover, this CRM Course (Customer Relationship Management) includes difficulties handling processes. Additionally, the CRM Course (Customer Relationship Management) explain how to deepen the customer relationship and the future of CRM. Enhance your organisational efficiency and maximise business growth through our effective CRM Course (Customer Relationship Management) practices! Learning Outcome of CRM Course (Customer Relationship Management) This CRM Course (Customer Relationship Management) will teach you about: Introduction to CRM Course (Customer Relationship Management). The CRM Course (Customer Relationship Management) explains CRM fundamentals. CRM Course (Customer Relationship Management) also includes CRM strategies. Data analysis in CRM and collecting CRM databases are parts of this CRM Course (Customer Relationship Management). Through the CRM Course (Customer Relationship Management), you will learn about deepening customer relationships. Handling customer complaints and the future of CRM is elaborately explained in this CRM Course (Customer Relationship Management). Special Offers of this CRM: Customer Relationship Management Course This CRM: Customer Relationship Management Course includes a FREE PDF Certificate. Lifetime access to this CRM: Customer Relationship Management Course Instant access to this CRM: Customer Relationship Management Course Get FREE Tutor Support to this CRM: Customer Relationship Management Course CRM: Customer Relationship Management Unlock the potential of your business with our CRM: Customer Relationship Management course. This CRM: Customer Relationship Management course provides a comprehensive introduction to all CRM functions, ensuring you grasp the fundamentals of managing customer relationships. You’ll explore effective CRM: Customer Relationship Management strategies, master data analysis in CRM, and gain expertise in navigating CRM databases. Additionally, our CRM: Customer Relationship Management course covers the intricacies of handling process challenges, helping you deepen customer relationships. Plus, you'll get insights into the future of CRM: Customer Relationship Management, making this course your gateway to mastering customer engagement. Who is this course for? CRM: Customer Relationship Management This CRM: Customer Relationship Management is intended for individuals who wish to enhance their company chances and cultivate solid client connections. Requirements CRM: Customer Relationship Management To enrol in this CRM: Customer Relationship Management Course, students must fulfil the following requirements. To join in our CRM: Customer Relationship ManagementCourse, you must have a strong command of the English language. To successfully complete our CRM: Customer Relationship Management Course, you must be vivacious and self driven. To complete our CRM: Customer Relationship Management Course, you must have a basic understanding of computers. A minimum age limit of 15 is required to enrol in this CRM: Customer Relationship Management Course. Career path CRM: Customer Relationship Management You may work as a manager, customer service manager, CRM analyst, and many other roles after finishing this CRM: Customer Relationship Management!

Learning Outcomes Understand the importance of customer relationship management in modern business and its impact on customer satisfaction and loyalty Learn about different types of CRM software and how to select and implement a suitable solution for a particular business Develop skills in managing customer interactions and communication across various channels, including email, phone, and social media Gain knowledge in data analytics and reporting to better track customer behaviour and identify trends and patterns Explore strategies for using CRM to improve sales and marketing efforts, such as targeting and segmentation Develop skills in managing customer complaints and resolving conflicts to maintain positive relationships with customers Understand the legal and ethical considerations surrounding customer data and privacy in the context of CRM Learn how to measure and evaluate the success of a CRM program and make improvements over time Description For those looking to develop their abilities in managing client interactions, strengthen their relationships with customers, and expand their businesses, our Customer Relationship Management (CRM) course is ideal for them. In this course, students will obtain a thorough understanding of the function of CRM in contemporary business and how it may affect client loyalty and satisfaction through the course. Participants will get knowledge about several CRM tool types and how to pick and use the best option for their particular business needs. Also, they will learn how to manage customer contacts and communication through a variety of platforms, including email, phone, and social media. Their ability to better monitor customer behaviour, spot trends and patterns, and use data analytics and reporting to make defensible judgements will all be elevated by this training. The course will also address how to manage customer complaints and settle disputes to preserve strong relationships, as well as ways for using CRM to improve sales and marketing efforts, including targeting and segmentation. Also, students will learn about the moral and legal issues that arise when dealing with customer privacy and data in the context of CRM. Certificate of Achievement After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for 9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for 15.99, which will reach your doorsteps by post.  Method of Assessment In order to successfully complete the Customer Relationship Management course, students will be required to sit for a final assessment. After they submit their assignment, our expert team will evaluate and provide instant feedback. Career Path Here are some potential career paths for individuals who take a Customer Relationship Management (CRM) course in the UK, along with the annual salary range for each: CRM Manager: £46,000 to £66,000 per year Customer Success Manager: £35,000 to £50,000 per year Sales Manager: £36,000 to £71,000 per year Marketing Manager: £35,000 to £65,000 per year Course Content Module 01: Customer Relationship Management Module 02: What CRM Is and Who It Serves Module 03: Checklist for Success Module 04: Requirement Driven Product Selection Module 05: Considerations in Tool Selection Module 06: Strategies for Customer Retention Module 07: Building the Future Module 08: Homegrown vs. Application Service Provider Module 09: The Development Team Module 10: Evaluating and Reviewing Your Program

Clients are the life saver to progress, so any business or association needs solid client relationship the board. This course is appropriate for any industry and is specifically compelling to those organizations whose CRM system needs fortifying. Workers who acquire this accreditation can contribute viably to building solid, dependable client connections, offering excellent assistance and backing that bring about client maintenance and expanded income. This course is appealing, as it conveys a complete comprehension of the subject in only 5 hours. It isn't just available yet in addition a simple manner by which to induce excellent CRM across the business. What's Covered in the Course? As a short course, it is conveyed in 5 modules: 'What is Customer Relationship Management', 'Seeing Customers', 'Estimating Customer Relationship Management', Developing Relationships' and 'How to Run a Customer Meeting'. The key learning focuses are: What is client relationship the board and understanding its significance, when managing clients in a business setting; The fundamentals of non-verbal communication and how it very well may be utilized to profit everybody, while interfacing with clients; Step by step instructions to create and improve relational abilities, when managing clients; Connections and faithfulness and how the two work together, when managing clients; Why client relationship the board is a pivotal angle to the accomplishment of any sort of business; Step by step instructions to discover clients and what they most likely anticipate from the business, with regards to help and administration; Step by step instructions to quantify client relationship the executives, as it identifies with issues and norms inside the business; The most effective method to build up a decent connection with a wide range of clients; Guidance and tips about successful and significant gathering planning, for viable goals and thoughts that advantage both the client and the business. What are the Benefits of the Course? This course will profit any business that desires to improve client maintenance and increment their workers' client relationship the board abilities. Worker accomplishment on the course is straightforward, as the accreditation is just granted after the fruitful finishing of a test; Representatives comprehend the significance of and can work to a CRM structure; It is a short course, with adaptable particular substance, that can be learned at the representative's accommodation, by means of any web empowered gadget.

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Get ready for an exceptional online learning experience with the Business Studies, Stakeholder Management, CRM & People Management bundle! This carefully curated collection of 20 premium courses is designed to cater to a variety of interests and disciplines. Dive into a sea of knowledge and skills, tailoring your learning journey to suit your unique aspirations. This Business Studies, Stakeholder Management, CRM & People Management is a dynamic package, blending the expertise of industry professionals with the flexibility of digital learning. It offers the perfect balance of foundational understanding and advanced insights. Whether you're looking to break into a new field or deepen your existing knowledge, the Business Studies package has something for everyone. As part of this package, you will receive complimentary PDF certificates for all courses in Business Studies bundle at no extra cost. Equip yourself with the Business Studies bundle to confidently navigate your career path or personal development journey. Enrol our Business Studies bundle today and start your career growth! This Business Studies Bundle Comprises the Following CPD Accredited Courses: Business Studies Stakeholder Management Customer Relationship Management Forecasting in a Time of Uncertainty PR: Public Relations Maximise Your Personal Productivity: Negotiation Skills Course Contract Management Course Commercial Management Developing Effective Stakeholder Relationships for Leaders International Business Principles Business Development Fundamentals: Lean Strategies for Business Communication Masterclass Building Strong Relationships Organisation & People Management Equality, Diversity and Discrimination Cross-Cultural Awareness Training Career Development Plan Fundamentals CV Writing and Job Searching Learn to Level Up Your Leadership Networking Skills for Personal Success Ace Your Presentations: Public Speaking Masterclass Learning Outcome: By completing the Business Studies, Stakeholder Management, CRM & People Management course, you will: Gain comprehensive insights into multiple fields. Foster critical thinking and problem-solving skills across various disciplines. Understand industry trends and best practices through the Business Studies Bundle. Develop practical skills applicable to real-world situations. Enhance personal and professional growth with the Business Studies Bundle. Build a strong knowledge base in your chosen course via thisbundle. Benefit from the flexibility and convenience of online learning. With the Business Studies package, validate your learning with a CPD certificate. Each course in Business Studies, Stakeholder Management, CRM & People Management bundle holds a prestigious CPD accreditation, symbolising exceptional quality. The materials, brimming with knowledge, are regularly updated, ensuring their relevance. This bundle promises not just education but an evolving learning experience. Engage with this extraordinary collection, and prepare to enrich your personal and professional development. Embrace the future of learning with the Business Studies, Stakeholder Management, CRM & People Management, a rich anthology of 20 diverse courses. Each course in the Business Studies bundle is handpicked by our experts to ensure a wide spectrum of learning opportunities. This bundle will take you on a unique and enriching educational journey. The bundle encapsulates our mission to provide quality, accessible education for all. Whether you are just starting your career, looking to switch industries, or hoping to enhance your professional skill set, the Business Studies, Stakeholder Management, CRM & People Management bundle offers you the flexibility and convenience to learn at your own pace. Make the Business Studies package your trusted companion in your lifelong learning journey. CPD 200 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Business Studies, Stakeholder Management, CRM & People Management bundle is perfect for: Lifelong learners looking to expand their knowledge and skills. Professionals seeking to enhance their career with CPD certification. Individuals wanting to explore new fields and disciplines. Anyone who values flexible, self-paced learning from the comfort of home. Requirements Without any formal requirements, you can delightfully enrol this Business Studies, Stakeholder Management, CRM & People Management course. Career path Unleash your potential with the Business Studies, Stakeholder Management, CRM & People Managementbundle. Acquire versatile skills across multiple fields, foster problem-solving abilities, and stay ahead of industry trends. Ideal for those seeking career advancement, a new professional path, or personal growth. Embrace the journey with the Business Studies bundle package. Certificates Certificate Of Completion Digital certificate - Included Certificate Of Completion Hard copy certificate - Included You will get a complimentary Hard Copy Certificate.

In this competitive job market, you need to have some specific skills and knowledge to start your career and establish your position. This Customer Service Advisor Training will help you understand the current demands, trends and skills in the sector. The course will provide you with the essential skills you need to boost your career growth in no time. The Customer Service Advisor Training will give you clear insight and understanding about your roles and responsibilities, job perspective and future opportunities in this field. You will be familiarised with various actionable techniques, career mindset, regulations and how to work efficiently. This course is designed to provide an introduction to Customer Service Advisor Training and offers an excellent way to gain the vital skills and confidence to work toward a successful career. It also provides access to proven educational knowledge about the subject and will support those wanting to attain personal goals in this area. Learning Objectives Learn the fundamental skills you require to be an expert Explore different techniques used by professionals Find out the relevant job skills & knowledge to excel in this profession Get a clear understanding of the job market and current demand Update your skills and fill any knowledge gap to compete in the relevant industry CPD accreditation for proof of acquired skills and knowledge Who is this Course for? Whether you are a beginner or an existing practitioner, our CPD accredited Customer Service Advisor Training is perfect for you to gain extensive knowledge about different aspects of the relevant industry to hone your skill further. It is also great for working professionals who have acquired practical experience but require theoretical knowledge with a credential to support their skill, as we offer CPD accredited certification to boost up your resume and promotion prospects. Entry Requirement Anyone interested in learning more about this subject should take this Customer Service Advisor Training. This course will help you grasp the basic concepts as well as develop a thorough understanding of the subject. The course is open to students from any academic background, as there is no prerequisites to enrol on this course. The course materials are accessible from an internet enabled device at anytime of the day. CPD Certificate from Course Gate At the successful completion of the course, you can obtain your CPD certificate from us. You can order the PDF certificate for £9 and the hard copy for £15. Also, you can order both PDF and hardcopy certificates for £22. Career path The Customer Service Advisor Training will help you to enhance your knowledge and skill in this sector. After accomplishing this course, you will enrich and improve yourself and brighten up your career in the relevant job market. Course Curriculum Module 01: Introduction to Customer Relationship Management (CRM) Introduction to Customer Relationship Management (CRM) 00:22:00 Module 02: CRM Fundamentals CRM Fundamentals 00:24:00 Module 03: CRM Strategies CRM Strategies 00:33:00 Module 04: CRM Databases CRM Databases 00:21:00 Module 05: Deepening Customer Relationship Deepening Customer Relationship 00:23:00 Module 06: Handling Customer Complaints Handling Customer Complaints 00:22:00 Module 07: Introduction to Customer Service Introduction to Customer Service 00:23:00 Module 08: What's Different about Good Customer Service? What's Different about Good Customer Service? 00:12:00 Module 09: Customer Service Communication Strategies Customer Service Communication Strategies 00:24:00 Module 10: Building Rapport Over the Phone Building Rapport Over the Phone 00:24:00 Module 11: Active Listening and Managing Tough Callers Active Listening and Managing Tough Callers 00:28:00 Module 12: Problem Solving over the Phone Problem Solving over the Phone 01:04:00 Module 13: Time Management Time Management 00:35:00 Module 14: Record Keeping and Filing Systems Record Keeping and Filing Systems 00:30:00 Certificate and Transcript Order Your Certificates or Transcripts 00:00:00

Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Do you want to be the next big retail superstar? Are you ready to take your current retail career to the next level? This dynamic global sector could be yours with this comprehensive Retail Management: Retail Management course! This advanced Retail Management: Retail Management is ideal for anyone looking to advance to the top of the retail career ladder. Successful retail managers can find work in every major town and city around the world. Learn how to take your existing sales skills to the next level, how to build strong customer relationships, and how to reap the benefits of professional-level communication skills. In addition, master the art of dealing with difficult customers, learn how to read customer behaviour accurately, and examined the most important stock management issues in Retail Management. In retail management, achieving customer satisfaction is essential. Enrol in our Retail Management: Retail Management course to advance your retail management talent and some highly relevant retail management skills to progress your management excellence. Learning Outcomes After completing this Retail Management: Merchandising, CRM, Logistics & Supply Chain Management course, the learner will be able to: Understand the fundamentals of Retail Management. Build and sustain relationships in retailing. Understand the strategic planning in retailing. Gain a thorough understanding of retail challenges and theories. Understand retail consumers. Explain retail segmentation and strategies. Understand the importance of location in a retail business. Understand merchandise management. Understand the buying decision process and customer satisfaction. Understand retail business operations. Understand category management. Understand retail marketing mix. Understand retail pricing. Explain retail supply chain and promotional strategies. Understand emerging trends in retail. Understand the impact of information technology in retailing. Why Choose Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Course from Us Self-paced course, access available from anywhere. Easy to understand, high-quality study materials. This Course developed by industry experts. MCQ quiz after each module to assess your learning. Automated and instant assessment results. 24/7 support via live chat, phone call or email. Free PDF certificate as soon as completing the course. Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Bundle Courses Course 01: Level 5 Retail Management Course 02: CRM Course (Customer Relationship Management) Course 03: Level 7 Advanced Diploma in Supply Chain Management Course 04: Level 4 Logistics Management *** Other Benefits of this Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Course Free 4 PDF Certificate Access to Content - Lifetime Exam Fee - Free Unlimited Retake Exam [ Note: Free PDF certificate will be provided as soon as completing the Retail Management: Merchandising, CRM, Logistics & Supply Chain Management course ] Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Course Curriculum of Level 5 Retail Management Course Module 1: A Quick Overview of Retail Management Module 2: Building and Sustaining Relationships in Retailing Module 3: Strategic Planning in Retailing Module 4: Retail Challenges and Theories Module 5: Understanding Retail Consumer Module 6: Exploring Retail Segmentation and Strategies Module 7: Retail Business Location Module 8: Merchandise Management Module 9: Buying Decision Process and Customer Satisfaction Module 10: Retail Business Operations Module 11: Category Management Module 12: Retail Marketing Mix Module 13: Retail Pricing Module 14: Retail Supply Chain and Promotional Strategies Module 15: Emerging Trends in Retail Module 16: Impact of the Information Technology in Retailing >> --------------------- << Assessment Method After completing each module of the Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Certification After completing the MCQ/Assignment assessment for this Retail Management: Merchandising, CRM, Logistics & Supply Chain Management course, you will be entitled to a Certificate of Completion from Training Tale. The certificate is in PDF format, which is completely free to download. A printed version is also available upon request. It will also be sent to you through a courier for £13.99. Who is this course for? Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Learners can take this Retail Management course even if they have no prior knowledge of Retail-Management and there are no age restrictions. As a result, anyone who is enthusiastic and ambitious about Retail Management can enrol in the course. There are no admissions deadlines, and you can start this course at any time. Requirements Retail Management: Merchandising, CRM, Logistics & Supply Chain Management Students who intend to enrol in this Retail Management course must meet the following requirements: Good command of the English language Must be vivacious and self-driven Basic computer knowledge A minimum of 16 years of age is required Career path Retail Management: Merchandising, CRM, Logistics & Supply Chain Management After completing the course, you will be able to grasp specific knowledge and skills with the highest level of confidence in order to improve yourself and enhance your professional skills such as: Retail Team Leader Sales Producer Service Supervisor Store Manager Warehouse Producer Floor Leader Retail Management Trainer Certificates Certificate of completion Digital certificate - Included

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.