Self-paced

Upgrade your CRM software skills with reputable airSlate Academy training

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

About this course

With our certification courses, you’ll learn the fundamental rules of document workflow automation for smooth data reliability and user experience in CRM systems.
Improve your CRM admin expertise to create self-sufficient, no-code process automation in CRM without external assistance. Confirm your skills 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 recently acquired skills
  • certificate to proudly highlight your competence in no-code process automation

What will you learn?

  • The importance of document management automation and its influence on performance
  • Modern automation approaches for CRM admin
  • How to effectively implement document workflow automation to the CRM operations

Who is this c certification program for?

  • Those who need to advance their CRM admin career with new opportunities
  • Any person planning 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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Enrolling in the airSlate Academy course for CRM admin takes hardly any effort. Click on the “Sign up for” button, go through a quick registration, and you’ll gain instant access to all airSlate Academy courses. You can start any training course you choose any time you like and progress through it at your own pace, allowing for a flexible and personalized learning experience.

To improve your CRM administrator expertise, you can register for the automation training course by airSlate Academy. We made our all-in-one course for CRM admin, focusing on improving no-code process automation and automation skills. By completing this course, you can move forward your career and gain the expertise necessary to implement automation within your CRM operations, improving effectiveness and driving business growth.

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 professional certifications demonstrating how to transform your business digitally.

A CRM admin deals with and maintains a customer relationship management (CRM) system. Their role involves configuring and modifying the CRM platform to satisfy business requirements, governing user access and permissions, ensuring data integrity, training users on the system’s capabilities, and providing continuing assistance. They set up the CRM software to improve customer interactions, sales processes, and overall company effectiveness.

Upon completing any course with the airSlate Academy, you will receive a certificate acknowledging your success. This certificate formally acknowledges that you accomplished the training and received the necessary skills and knowledge in no-code process automation.

CRM automation is the technique that utilizes technology and software program to enhance and automate different tasks and processes within customer relationship management. It involves automating repeating manual tasks, increasing data accuracy and reliability, and enhancing efficiency, ultimately enabling organizations to handle better and nurture their customer relationships.