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Self-paced
Develop your for CRM system analyst skills with sales quotation automation course
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Sales Quotation Automation Certification for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation certification for CRM system analyst
Our quick-start training program offers the basics of business process automation and explains how Salesforce users can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Sales Quotation workflow building within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Sales Quotation Automation Certification for CRM System Analyst to enable them to rapidly learn how to turn regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this course made?
The Sales Quotation Automation Certification for CRM System Analyst is created to assist you in gaining no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all levels to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation docs pre-filled with Salesforce data
- Set up conditional routing between Salesforce contacts and internal and external recipients
- Create new or update existing Salesforce records based on data entered into a doc
- Trigger Salesforce actions based on actionable data in documents
- Save documents to Salesforce attachments or external storage services
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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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By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a particular training contact us.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.