Self-paced

Develop your CRM administrator skills with reputable airSlate Academy course

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340 students
Perfect your CRM PC skills in automating workflows with our airSlate Academy course. Discover the transformative benefits of document management automation.
Develop your CRM administrator skills with reputable airSlate Academy course

About this course

With our certification courses, you’ll learn the primary principles of document workflow automation for seamless data reliability and user experience in CRM systems.
Upgrade your CRM admin skills to create self-sufficient, document management workflow in CRM without external assistance. Verify your knowledge with a prestigious digital certificate upon completion.

What’s included?

  • lessons that direct you through automating CRM workflows
  • quiz to consolidate your understanding and test your recently obtained skills
  • certificate to proudly showcase your expertise in document management workflow

What will you learn?

  • The importance of document workflow automation and its influence on productivity
  • Modern automation methods for CRM admin
  • How to properly implement document workflow automation to the CRM processes

Who is this course for?

  • Those who want to advance their CRM admin career with new competencies
  • Everyone looking to improve their CRM processes

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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Upon finishing any course with the airSlate Academy, you will receive a certificate acknowledging your success. This document formally acknowledges that you finished the course and obtained the necessary skills and expertise in document management workflow.

Registering in the airSlate Academy course for CRM admin requires hardly any effort. Simply click the “Sign up for” button, pass through a fast 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, allowing for a flexible and personalized learning experience.

CRM automation is the technique that uses modern technology and software program to streamline and automate different tasks and processes within customer relationship management. It calls for automating repetitive manual activities, improving data accuracy and reliability, and boosting productiveness, finally enabling organizations to handle better and nurture their customer relationships.

To upgrade your CRM admin skills, you can enroll in the automation certification program by airSlate Academy. We created our all-in-one course for CRM admin, centering on enhancing document management workflow and automation skills. By completing this certification program, you can progress your career and get the knowledge necessary to apply automation within your CRM operations, improving productivity and driving business success.

All airSlate Academy courses are free. Create your account now for instant access to airSlate Academy certification programs, from starter courses covering the basics of automation to expert certifications demonstrating how to transform your business digitally.

A CRM admin deals with and maintains a customer relationship management (CRM) system. Their position involves configuring and customizing the CRM system to meet business needs, regulating user access and permissions, guaranteeing data reliability, training users on the system’s capabilities, and delivering ongoing assistance. They optimize the CRM software to enhance customer communication, sales processes, and overall business effectiveness.