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Microsoft CRM 3.0 Marketing Automation
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Book or
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This one-day course explores the Microsoft® CRM application from a
user's perspective. Application functionality covered in the course
includes:
- Core CRM Navigation
- User Interface
- Outlook
Client
- Marketing Automation module
This
course teaches the processes and functionality used by marketing managers
and marketing representatives. It begins with an introduction to the core
concepts of Microsoft CRM and then an overview of the marketing automation
processes. Subsequent lessons explore the marketing concepts in greater
detail. A thorough
understanding of the marketing processes in
Microsoft CRM helps you to get the most out of your
system.
Microsoft CRM Marketing Automation training is recommended
for individuals or anyone that plans to implement, use, maintain, consult,
or support Microsoft CRM in their organization. The class is targeted
toward marketing representatives, administrators, office managers, CEO’s,
and consultants who need to understand the technical aspects of
Microsoft CRM and gain foundational knowledge of the application
functionality.
Note: This application course does not include materials or instructor
discussion of Microsoft CRM Installation, Application Configuration,
Workflow Configuration, Customization, Back Office Integration or Data
Migration.
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Prerequisites
Before attending this course, students must have:
- General knowledge of Microsoft® Windows® - An understanding of
Customer Relationship Management solution processes and practices
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Skills After completing this course students should understand:
- 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
- Create marketing campaigns
- Manage campaigns and track campaign responses
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