Self-paced

Develop your Microsoft CRM skills with reputable airSlate Academy training

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

About this course

With our certification courses, you’ll learn the essential principles of document workflow automation for effortless data reliability and user experience in CRM software.
Enhance your CRM account manager skills to develop self-sufficient, no-code business process automation in CRM without additional help. Validate your skills with a credible electronic certificate upon completion.

What’s included?

  • training that guide 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 business process automation

What will you learn?

  • The importance of document workflow automation and its influence on effectiveness
  • Practical automation techniques for CRM account manager
  • How to properly implement document workflow automation to the CRM operations

Who is this course for?

  • Those who want to enhance their CRM account manager career with new opportunities
  • Any person planning to simplify 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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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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CRM automation is the approach that utilizes modern technology and software program to streamline and automate various tasks and procedures within customer relationship management. It involves automating repeating manual activities, improving data reliability, and boosting efficiency, ultimately enabling companies to manage better and nurture their customer relationships.

Upon finishing any course with the airSlate Academy, you will receive a certificate acknowledging your achievement. This certificate formally acknowledges that you accomplished the training and acquired the necessary skills and expertise in no-code business process automation.

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

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

To improve your CRM admin skills, you can enroll in the automation certification program by airSlate Academy. We created our comprehensive course for CRM account manager, centering on improving no-code business process automation and automation skills. By completing this certification program, you can move forward your career and gain the knowledge needed to apply automation within your CRM operations, increasing efficiency and driving business growth.

A CRM account manager manages and maintains a customer relationship management (CRM) system. Their position involves configuring and modifying the CRM platform to satisfy business needs, governing user access and permissions, ensuring data reliability, educating users on the system’s eatures, and supplying continuing support. They optimize the CRM software to enhance customer communication, sales workflows, and overall business performance.