On-line training course catalogue
Microsoft CRM 3.0 Marketing Automation (Premium Series)
Type of course: Classroom
| Fee | £395 |
|---|---|
| Days | 1 |
| Course code | MS8522 |
We currently do not have public dates scheduled for this course.
If you have a requirement for this course, please contact us for the latest course information.
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Overview
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 application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration, or Data Migration.
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.
Prerequisites
Before attending this course, students must have:
- General knowledge of Microsoft Windows
- An understanding of Customer Relationship Management solution processes and practices
Delegates will learn how 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
- Create marketing campaigns
- Manage campaigns and track campaign responses
Course Outline
Chapter 1: Microsoft CRM Concepts
- Microsoft CRM Modules
- Accessing Microsoft CRM
- Customer Records
- Customer Relationships
- Understanding customization availability
Chapter 2: Microsoft CRM Client for Outlook
- Identifying the functionality available in the Microsoft CRM Client for Outlook
- Navigate within the Microsoft CRM client for Outlook user interface
- Navigate within the Microsoft CRM client for Outlook user interface
- Create and manage Microsoft CRM records and activities in Outlook
Chapter 3: Marketing Automation Life Cycle
- Topics
- Marketing Automation Process Flow
- Marketing process demonstration
Chapter 4: Planning Marketing Campaigns
- Marketing Campaigns
- Planning a campaign
- Managing Lists
- Using Lists
Chapter 5: Campaign Creation
- Creating a Campaign
- Managing and Testing Pre-Launch Campaigns
Chapter 6: Campaign Execution and Response Management
- Executing a campaign
- Running and Managing Campaigns
- Tracking Marketing Information
- Quick Campaigns
Link to this page: http://www.xpertise.co.uk/MS8522
Xpertise – Microsoft CRM 3.0 Marketing Automation (Premium Series) training courses
Xpertise provides Microsoft CRM 3.0 Marketing Automation (Premium Series) training courses from 22 UK locations: in Aberdeen Scotland, Altrincham Manchester, Birmingham West Midlands, Bristol South West, Edinburgh Scotland, Glasgow Scotland, Hinckley East Midlands, Leeds Yorkshire, Leeds Yorkshire (Ring Road), London King William Street, London Middlesex Street, London Rosebery Avenue, London Tabernacle Street, Maidenhead Berkshire, Malmesbury Wiltshire, Manchester (Exchange Quay), Milton Keynes Buckinghamshire, Newcastle Tyne and Wear, Reading Berkshire, Stockport Manchester, Swindon Wiltshire and Washington Tyne and Wear – and at 44 partner locations nationwide.
Xpertise Training reserves the right to improve the specification and format of its courses for the benefit of its customers without notice to the customer.