CRM Automation Training

Automation has the never-ending list of benefits making it to gain traction among entrepreneurs and business owners these days. CRM Automation helps businesses to automate business processes right from the first step of approaching the prospect through marketing automation and then bringing it down in the sales funnel through step-by-step automated processes.

CRM automation extends its benefits to customer retention which began with customer acquisition. The whole process will build a strong customer base and put your business upon the growth stimulator. We at YAS Tech Media are willing to share our years of experience on automating the business processes through CRM Automation Training.

Why CRM Automation Training with YAS Tech Media

Hands on Training
Module Enrichment Tests
Questions & Answers Sessions
Certification Exam
Certificate of Completion of the Course
Job Opportunities

We are offering three courses for people at different levels and with various interests. Go through the curriculum of the courses we are offering and click here to register yourself for the Awareness Programme.

Fundamental Course

Marketing	Module 1	Intro to CRM Automation
		Benefits of CRM Automation
	Module 2	Form Automation
		Email Automation
	Module 3	Landing Pages
		Live Chat& Chat Bots
Sales	Module 1	Meeting scheduling
		Documents sharing
	Module 2	Conversation routing
		Repeating tasks and task queues
	Module 3	Lead Nurturing
		Lead Scoring
Service	Module 1	Ticket Pipeline
		Conversational Bots
	Module 2	Ticket Automation
		Calling
	Module 3	Email Tracking
		Reporting Dashboard
Operations	Module 1	Custom field mapping
		Custom properties
	Module 2	Reporting
		List segmentation
	Module 3	Support
		Conclusion

Advanced CRM Automation Training

Marketing	Module 1	Automate & Personalize Engagement Across Channels Omni-channel marketing automation ABM tools and automation Dynamic personalization Multi-language content Social media Video hosting & management Contact and company scoring
	Module 2	Campaigns Collaboration tools Campaign management Teams
	Module 3	Build Custom Reports Website traffic analytics Campaign reporting Custom reporting
Sales	Module 1	Manage Your Growing Team Sales analytics Sales automation Standard CRM interface configuration Required fields Custom reporting Forecasting
	Module 2	Personalize Your Outreach at Scale Sequences 1:1 video messaging Smart send times ABM tools and automation
	Module 3	Coach & Enable at Scale Playbooks Conversation intelligence Predictive lead scoring
Service	Module 1	Scale Support with Automation & Self-Service Help desk automation Ticket routing Knowledge base SLAs
	Module 2	Connect Service to The Front Office Customer feedback surveys Custom surveys Forecasting
	Module 3	Expand Customer Relationships Channel switching Customer portal Standard contact scoring Service analytics
Operations	Module 1	Automate Your Business Processes Programmable automation Webhooks Scheduled workflow triggers Custom-coded bot actions
	Module 2	Monitor And Clean Your Data Data quality command centre Data quality automation AI-powered data formatting recommendations Data health trends Bulk duplicate management
	Module 3	Build Custom Reports Custom reporting Calculated properties Standard contact scoring Deal and company scoring

Full Stack CRM Automation Training

Marketing	Fundamental + Advanced +
	Module 1	Manage Your Teams & Brands Single sign-on Partitioning Hierarchical teams Permission sets Field-level permissions Email send frequency cap
	Module 2	Advance Your Reporting Multi-touch revenue attribution Behavioural event triggers and reporting Predictive lead scoring
Sales	Fundamental + Advanced +
	Module 1	Customize To Match Your Business Custom objects Hierarchical teams
	Module 2	Extend Administrative Controls Advanced permissions
Services	Fundamental + Advanced +
	Module 1	Manage Scaling Teams Permission sets Hierarchical teams Field-level permissions Single sign-on
	Module 2	Customize Your Process Custom objects Calculated properties Standard CRM interface configuration Conversation intelligence
Operations	Fundamental + Advanced +
	Module 1	Curate & Manage Data with Ease Datasets Advanced data calculations and prep
	Module 2	Customize & Extend the Platform Custom objects Advanced permissions

Fundamental Course
Marketing	Module 1	Intro to CRM Automation
	Module 1	Benefits of CRM Automation
	Module 2	Form Automation
	Module 2	Email Automation
	Module 3	Landing Pages
	Module 3	Live Chat& Chat Bots
Sales	Module 1	Meeting scheduling
	Module 1	Documents sharing
	Module 2	Conversation routing
	Module 2	Repeating tasks and task queues
	Module 3	Lead Nurturing
	Module 3	Lead Scoring
Service	Module 1	Ticket Pipeline
	Module 1	Conversational Bots
	Module 2	Ticket Automation
	Module 2	Calling
	Module 3	Email Tracking
	Module 3	Reporting Dashboard
Operations	Module 1	Custom field mapping
	Module 1	Custom properties
	Module 2	Reporting
	Module 2	List segmentation
	Module 3	Support
	Module 3	Conclusion

Advanced CRM Automation Training
Marketing	Module 1	Automate & Personalize Engagement Across Channels Omni-channel marketing automation ABM tools and automation Dynamic personalization Multi-language content Social media Video hosting & management Contact and company scoring
	Module 2	Campaigns Collaboration tools Campaign management Teams
	Module 3	Build Custom Reports Website traffic analytics Campaign reporting Custom reporting
Sales	Module 1	Manage Your Growing Team Sales analytics Sales automation Standard CRM interface configuration Required fields Custom reporting Forecasting
	Module 2	Personalize Your Outreach at Scale Sequences 1:1 video messaging Smart send times ABM tools and automation
	Module 3	Coach & Enable at Scale Playbooks Conversation intelligence Predictive lead scoring
Service	Module 1	Scale Support with Automation & Self-Service Help desk automation Ticket routing Knowledge base SLAs
	Module 2	Connect Service to The Front Office Customer feedback surveys Custom surveys Forecasting
	Module 3	Expand Customer Relationships Channel switching Customer portal Standard contact scoring Service analytics
Operations	Module 1	Automate Your Business Processes Programmable automation Webhooks Scheduled workflow triggers Custom-coded bot actions
	Module 2	Monitor And Clean Your Data Data quality command centre Data quality automation AI-powered data formatting recommendations Data health trends Bulk duplicate management
	Module 3	Build Custom Reports Custom reporting Calculated properties Standard contact scoring Deal and company scoring

Full Stack CRM Automation Training
Marketing	Fundamental + Advanced +
	Module 1	Manage Your Teams & Brands Single sign-on Partitioning Hierarchical teams Permission sets Field-level permissions Email send frequency cap
	Module 2	Advance Your Reporting Multi-touch revenue attribution Behavioural event triggers and reporting Predictive lead scoring
Sales	Fundamental + Advanced +
	Module 1	Customize To Match Your Business Custom objects Hierarchical teams
	Module 2	Extend Administrative Controls Advanced permissions
Services	Fundamental + Advanced +
	Module 1	Manage Scaling Teams Permission sets Hierarchical teams Field-level permissions Single sign-on
	Module 2	Customize Your Process Custom objects Calculated properties Standard CRM interface configuration Conversation intelligence
Operations	Fundamental + Advanced +
	Module 1	Curate & Manage Data with Ease Datasets Advanced data calculations and prep
	Module 2	Customize & Extend the Platform Custom objects Advanced permissions

CRM Automation Training

Automate & Personalize Engagement Across Channels

Campaigns

Build Custom Reports

Manage Your Growing Team

Personalize Your Outreach at Scale

Coach & Enable at Scale

Scale Support with Automation & Self-Service

Connect Service to The Front Office

Expand Customer Relationships

Automate Your Business Processes

Monitor And Clean Your Data

Build Custom Reports

Manage Your Teams & Brands

Advance Your Reporting

Customize To Match Your Business

Extend Administrative Controls

Manage Scaling Teams

Customize Your Process

Curate & Manage Data with Ease

Automate & Personalize Engagement Across Channels

Campaigns

Build Custom Reports

Manage Your Growing Team

Personalize Your Outreach at Scale

Coach & Enable at Scale

Scale Support with Automation & Self-Service

Connect Service to The Front Office

Expand Customer Relationships

Automate Your Business Processes

Monitor And Clean Your Data

Build Custom Reports

Manage Your Teams & Brands

Advance Your Reporting

Customize To Match Your Business

Extend Administrative Controls

Manage Scaling Teams

Customize Your Process

Curate & Manage Data with Ease

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