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Become a CRM & Business Intelligence Consultant

Hands on training sessions and practical work experience on live customer relationship management projects
Customer Relationship Management

Customer Relationship Management

Business Intelligence

Business Intelligence

CRM Systems analysis & design

CRM Systems analysis & design

CV & Interview Preparation

CV & Interview Preparation

Your Digital Future Awaits

Digital technologies have changed the way we work, live and communicate. This huge shift has created challenges for many businesses, making it essential for you as a professional to keep advancing and progressing your career. Understanding the digital space and preparing for constant innovation is the core mindset of every aspiring or successful digital professional in this digital age.

 

A CRM consultant helps clients reimagine how profits are made, how relationships are created and managed; you will reshape how work gets done, and rewire the competitive fabric of entire industries. That’s the power of driving disruption. As a CRM consultant, you can work within cross functional teams and be responsible for identifying organization’s needs, breaking down large scale projects to manageable tasks, working out which IT products to use based on cost benefit analysis and research, agreeing plans with the clients, explaining to designers and developers what’s required and overseeing the progress, producing documents that monitor progress and ensure the quality of the project and advising the client on managing future IT needs.

 

Imagine that you can empower your clients (or employers) to re-imagine how they connect and engage with their customers. Your goal is to be the best in world at driving Digital Transformation using the Salesforce platform. By redefining the customer’s digital journey, clients can look forward to stronger brand loyalty, a better a customer relationship, and a sales process so personal it feels effortless. You can be at the heart of this transformation

 

With this course, you will learn about CRM as an IT field and Salesforce CRM as a specific product offering, along with the broad spectrum of CRM solutions on the market. You will learn how to develop appropriate set up solutions given specific scenarios and how to maintain a Salesforce organization, responding to common business requirements, and performing administrative functions using the current version of Salesforce. See the course outline for full details below

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Our candidates are working for top companies across the globe! Over 4,000 success stories to date and counting. Check out our success stories page.

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Meet Your Industry Experts

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Keji Giwa

Founder & CEO - Digital Bananas Technology

Keji Giwa is a Digital Solutions Consultant for FirstBank of Nigeria with over 15 years digital expertise in digital marketing and digital transformation. His team was responsible for the successful revamp of the bank’s global web portal he is now working closely with the bank’s digital team on their big data analytics initiatives.

Digital Bananas Technology. In 2012 his app GrantMyWish was short listed for the 2012 Customer Innovations Awards in customer experience and he is currently the Founder & CEO of Digital Bananas Technology.

Companies they work for
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Oyinua Fumudoh Banigo

Head of Digital - Digital Bananas Technology

Oyinua is the Head of Digital Technology here at Digital Bananas Technology and she is the chief digital solutions architect in the company with vast experience and expertise in CRM Administration, Digital transformation, Digital marketing, Big data analytics and Business intelligence.

She is currently leading the digital transformation initiative for Digital Bananas Technology where having a centralised customer data centre with multi-channel integration is paramount to the company’s success.

Companies they work for

Course Outline

Taster Session

Date: Tuesday 9th January, 2018, 8pm – 11pm

This session will provide a detailed Introduction to CRM & Business Intelligence

  • Historical overview of the CRM and BI fields
  • CRM & BI Careers
  • CRM solutions and common features
  • BI solutions and common features

Watch the Video

14 weeks intensive training: £50 * 14 sessions

Limited Offer: Get it for £300 when you buy all 14 sessions

£700.00 £300.00
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Session 1

Date: Tuesday 27th March 2018, 8pm – 11pm

Salesforce CRM & Business Intelligence Basics

  • Salesforce CRM uses in various Industries
  • Salesforce CRM solutions and common features
  • BI solutions and common features
  • Salesforce CRM Career Paths
£50.00 £25.00

Session 2

Date: Tuesday 3rd April, 2018, 8pm – 10pm

CRM Data Modelling

  • Explore the Lightning Experience
  • Understand the data model and navigation
  • Administer standard fields
  • Create new custom fields
  • Create formula fields
  • Work with page layouts
  • Work with record types and business processes
  • Maintain data quality
£50.00 £25.00

Session 3

Date: Tuesday 10th April 2018, 8pm – 11pm

User Management Considerations in Salesforce – What you need to know as an Admin

  • Setting up a company profile
  • Configuring the user interface
  • Setting Up and Managing Users
  • User profiles
  • Create and manage users
  • User login issues
  • SalesforceA capabilities
£50.00 £25.00

Session 4

Date: Tuesday 17th April 2018, 8pm – 11pm

Salesforce Security and Data Access

  • Restricting logins
  • Determining object access
  • Setting up record access
  • Managing record access with the role hierarchy
  • Dealing with record access exceptions
  • Controlling access to events
  • Managing field-level security
£50.00 £25.00

Session 5

Date: Tuesday 24th April 2018, 8pm – 11pm

Managing Data in Salesforce CRM

  • Import new records using import wizards
  • Update existing records with the data loader
  • About Data.com
  • Mass transfer of records between users
  • Data backup with a weekly export
  • Mass delete records
£50.00 £25.00

Session 6

Date: Tuesday 1st May 2018, 8pm – 11pm

Reports and Dashboards

  • Run and modify reports
  • Create new reports with the report builder
  • Filter reports
  • Summarize report data with formulas and visual summaries
  • Print, export, and email reports

• Build dashboards

£50.00 £25.00

Session 7

Date: Tuesday 8th May 2018, 8pm – 11pm

Automation

  • Setting up workflow rules and Process Builder
  • Automate leads and cases
  • Email Templates
£50.00 £25.00

Session 8

Date: Tuesday 15th May 2018, 8pm – 11pm

Managing Customer Support in Salesforce

  • Service Cloud Capabilities
  • Understand the Salesforce Console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards
£50.00 £25.00

Session 9

Date: Sunday 10th June 2018, 8pm – 11pm

Analytics Apps – Einstein Analytics & Wave Analytics Part 1

Learn how Salesforce combines the power of their native, fast, mobile analytics apps with the AI-powered intelligence of Einstein Discovery, giving every business user the power of advanced analytics, without having to build mathematical models or write algorithms

  • Mobile and desktop exploration in Einstein analytics
  • Building lenses, dashboards, and apps in Einstein analytics
  • Working with data and dashboards in Einstein analytics
£50.00 £25.00

Session 10

Date: Sunday 24th June 2018, 8pm – 11pm

Analytics Apps – Einstein Analytics & Wave Analytics Part 2

Learn how Salesforce combines the power of their native, fast, mobile analytics apps with the AI-powered intelligence of Einstein Discovery, giving every business user the power of advanced analytics, without having to build mathematical models or write algorithms

  • Mobile and desktop exploration in Einstein analytics
  • Building lenses, dashboards, and apps in Einstein analytics
  • Working with data and dashboards in Einstein analytics
£50.00 £25.00

Session 11

Date: Sunday 1st July 2018, 8pm – 10pm

Analytics Apps – Einstein Analytics & Wave Analytics Part 3

Learn how Salesforce combines the power of their native, fast, mobile analytics apps with the AI-powered intelligence of Einstein Discovery, giving every business user the power of advanced analytics, without having to build mathematical models or write algorithms

  • Mobile and desktop exploration in Einstein analytics
  • Building lenses, dashboards, and apps in Einstein analytics
  • Working with data and dashboards in Einstein analytics
£50.00 £25.00

Session 12

Date: Sunday 8th July 2018, 8pm – 11pm

Marketing Automation Basics

  • Building blocks of a marketing automation technology stack
  • Marketing Automation Overview with Salesforce Pardot
£50.00 £25.00

Session 13

Date: Sunday 15th July 2018, 8pm – 11pm

Case Study: Implementing Salesforce solutions for PMs and Bas

  • Salesforce implementation process and stages
  • Adapting the DBT Safe WAGILE Methodology to your Salesforce implementation
£50.00 £25.00

Session 14

Date: Sunday 22nd July 2018, 8pm – 11pm

Preparing for your Salesforce Career

  • CRM CV Reviews
  • Interview Preparation questions
£50.00 £25.00

PLEASE NOTE:

  1. We are only able to provide full project access to candidates who enrol for the entire course, as opposed to individual sessions due for protection of the paid content we make available to the project teams.
  2. We are unable to provide Work experience to you if you DO NOT have an active eWorkexperience account. To obtain one, please call Support on 02038903449 during business hours to get a discounted eWorkexperience account package. Otherwise, you will only get access to the live training sessions as a one-off.
  3. You MUST be on the platform and have an active subscription to get access to the projects and videos recorded from the training sessions.