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Self-paced
Sharpen your for CRM system analyst responsibilities 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 Process optimization Course 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 process optimization course for CRM system analyst
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and boost your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Sales Quotation workflow developing using the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Sales Quotation Process optimization Course for CRM System Analyst to enable them to rapidly learn how to change regular business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes
Why was this program made?
The Sales Quotation Process optimization Course for CRM System Analyst is developed to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying include?
The course comprises three major levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified expert 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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There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
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.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
You can take as many classes as you want, the answer is yes. But you shouldn't sign up for too many classes at once, because some of them need your full attention. Sign up now to keep learning at a good rate at all times.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a better understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.