Self-paced

Improve your CRM technical skills with reputable airSlate Academy online course

4
Star Rating
340 students
Perfect your Microsoft CRM skills in automating workflows with our airSlate Academy online course. Discover the transformative benefits of document management automation.
Improve your CRM technical skills with reputable airSlate Academy online course

About this course

Using our certification program, you’ll grasp the key principles of document workflow automation for effortless data reliability and user experience in CRM software.
Upgrade your smart CRM admin expertise to develop self-sufficient, no-code automation platform in CRM without external support. Verify your knowledge with a credible digital certificate upon completion.

What’s included?

  • lessons that direct you through automating CRM workflows
  • quiz to consolidate your understanding and check your newly received skills
  • certificate to proudly demonstrate your competence in no-code automation platform

What will you learn?

  • The importance of document workflow automation and its influence on efficiency
  • Practical automation techniques for smart CRM admin
  • How to properly implement document workflow automation to the CRM operations

Who is this course for?

  • Those who need to advance their smart CRM admin career with new competencies
  • Everyone planning to improve their CRM procedures

What our students say

capterra-icon

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.

youtube-icon

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.

g2-icon

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.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

Upon finishing any course with the airSlate Academy, you will receive a certificate acknowledging your achievement. This document formally signifies that you completed the online course and received the necessary skills and expertise in no-code automation platform.

Enrolling in the airSlate Academy course for smart CRM admin takes 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 begin any course you choose whenever you like and progress through it at your own pace, allowing for a flexible and personalized learning experience.

A smart CRM admin handles and maintains a customer relationship management (CRM) system. Their position involves configuring and customizing the CRM platform to meet business demands, governing user access and permissions, guaranteeing data reliability, educating users on the system’s eatures, and delivering ongoing assistance. They set up the CRM system to improve customer communication, sales workflows, and overall company efficiency.

CRM automation is the technique that utilizes modern technology and software to improve and automate various tasks and procedures within customer communication management. It calls for automating repetitive manual tasks, increasing data reliability, and enhancing productiveness, ultimately enabling organizations to handle better and nurture their customer relationships.

To improve your CRM administrator skills, you can sign up for the automation certification program by airSlate Academy. We designed our comprehensive course for smart CRM admin, focusing on enhancing no-code automation platform and automation skills. By accomplishing this course, you can advance your career and get the knowledge needed to apply automation within your CRM operations, increasing effectiveness 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 fundamentals of automation to expert certifications demonstrating how to transform your business digitally.