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Self-paced
Discover the how to automate CRM program
5685 students
50 minutes
The program, with its descriptions and attached materials, is the core of what is essential to get all the information you need from an RPA academy. By the end, you will receive all the things you need to begin automating your business workflow.
About discover the how to automate CRM program
The course's goal is to educate students to the fundamental principles of process automation . It's an excellent opportunity to learn about the tools you'll need and how to utilize them effectively to optimize your regular business operations.
What does this program cover?
With Discover the how to automate crm program, you'll get to know all the basic ideas behind the robotic process automation tools that airSlate offers for businesses. You will learn how to use RPA to make workflows that run on their own and how to set them up right in minutes.
Who can apply for the Discover the how to automate crm program?
This course is for everyone who aims to replace time-consuming manual tasks with automatically-run workflows, expand their knowledge in business process automation, and gain more experience in it. Whether you’re a first-starter or a current user of the airSlate platform, you’ll find it beneficial.
Why was this course made?
The Discover the how to automate crm program is intended to introduce you to the most innovative and straightforward manner of executing day-to-day company operations, as well as providing step-by-step instructions for setting automated workflows without scripting.
What does Discover the how to automate crm program studying include?
This training program is broken up into several parts. The theoretical part explains how to process data on the platform, set up Bots, and review your workflows. This is followed by a quiz and some practical tasks.
What will you learn with the Discover the how to automate crm program
- The differences between automated and manual processes
- The best RPA tools on the market and their advantages
- How to keep your data and workflows secure
- How to save time spent on the routine tasks
- How to protect the information in your workflows
Related workflows
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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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You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you don’t see a certain topic contact us.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.