Self-paced

Develop your Microsoft CRM skills with reputable airSlate Academy professional certification

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340 students
Upgrade your CRM critical skills in automating workflows with our airSlate Academy professional certification. Discover the transformative benefits of document management automation.
Develop your Microsoft CRM skills with reputable airSlate Academy professional certification

About this course

With our certification program, you’ll learn the key guidelines of document workflow automation for smooth data integrity and user experience in CRM systems.
Improve your CRM account manager skills to develop self-sufficient, document creation in CRM without additional help. Validate your knowledge with a credible digital certificate upon completion.

What’s included?

  • lessons that direct you through automating CRM workflows
  • quiz to consolidate your knowledge and check your recently obtained skills
  • certificate to proudly highlight your expert knowledge of document creation

What will you learn?

  • The importance of document management automation and its influence on performance
  • Experienced automation methods for CRM account manager
  • How to effectively implement document workflow automation to the CRM processes

Who is this c certification program for?

  • Those who need to enhance their CRM account manager career with new opportunities
  • Any person looking to improve their CRM procedures

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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A CRM account manager handles and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM system to meet business demands, governing user access and permissions, guaranteeing data reliability, educating users on the system’s capabilities, and delivering continuing support. They set up the CRM software to improve customer communication, sales workflows, and overall business performance.

To improve your CRM admin expertise, you can register for the automation course by airSlate Academy. We designed our all-in-one course for CRM account manager, centering on improving document creation and automation skills. By finishing this course, you can advance your career and gain the knowledge needed to implement automation within your CRM processes, increasing productivity and driving business growth.

Upon finishing any course with the airSlate Academy, you will get a certificate acknowledging your success. This document officially validates that you completed the professional certification and acquired the necessary skills and knowledge in document creation.

Enrolling in the airSlate Academy course for CRM account manager requires hardly any effort. Click on the “Sign up for” button, pass through a simple registration, and you’ll get immediate access to all airSlate Academy courses. You can start any training course you choose whenever you like and progress through it at your own pace, enabling a versatile and personalized chance to learn.

CRM automation is the approach that uses modern technology and software to enhance and automate different tasks and processes within customer communication management. It involves automating repetitive manual tasks, increasing data accuracy, and enhancing efficiency, finally enabling businesses to handle better and nurture their customer relationships.

All airSlate Academy courses are free. Create your account now for instant access to airSlate Academy courses, from beginner courses covering the fundamentals of automation to expert certifications showing how to transform your business digitally.