• Price: $100
  • Degree: Сourse

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Postgraduate Diploma: CRM Platform Expert. Concentration: Sales, Service, Marketing and Business Management with CRM Platforms. Business Principles of Customer Relationship Management, Multichannel Sales, Service, Marketing and Business Management with oCRM (Microsoft Dynamics 365 (CRM), Oracle Siebel CRM, Salesforce) and aCRM tools (SAS MA, Microsoft Azure, AWS).

Course will be interesting to anybody who want to know business cases and business environment of usage of a+о CRM systems. We will consider different business topics, practical examples and cases and also will talk about business related questions of implementation.

Course contains video and textual lectures with theory and practical examples of CRM platform usage at business, live chat with Professor and other students.

Author of a course has 15 years of experience at retail banking and digital and CRM implementation at top manager roles, six sigma black belt accreditation, and MBA (Boston University, USA) and Mastes of Science at Engineering Management Degrees.

Case study approach based on analysis and practical exercises at different areas of retail banking: Sales Management, Service and claims Management, Cross-sale and up-sale, Digital Channels building. Course contains examples from Consumer Lending, Mortgage and other products-lines of Retail Business.

Curriculum

Our innovative curriculum focused on modern and practical knowledge of retail banking business

  • Course contains: video and textual lectures and live chat with Professor and other students.
  • Introduction to CRM methodology and software area
  • CRM usage at sales channels management (branchs network, contact center, POS)
  • CRM at building of partners and agent channels
  • CRM as a fondation for building of remote and digital channels
  • Sales and service management methodology
  • Introduction to Analytical CRM (aCRM)
  • Business Cases of ACRM usage
  • aCRM Implementation
  • CRM at Marketing and digital acquisition
  • Implementation strategy

Course will be interesting for business experts and tech experts, who want to understand business environment.

Course contains: overall information about CRM and oCRM systems usage, cases and implementation; practical cases at sales, service, marketing and business management; examples from leading worldwide banks.

After finishing of the course you will get:

  • Digital Diploma from RBS
  • Digital Diploma from UDEMY
  • Recommendation Letter
  • Verification Service in case of any requests
  • Life-long access to course and alumni community


The Graduate School of Retail Banking is a global business school with HQ at Lisbon, Portugal. RBS is a member of Portugal Fintech Association and Fintech House of Portugal.

RBS provides wide list of programs for individual and corporate clients at areas: banking, retail business, fintech, digitalization, business transformation and strategy. RBS R&D center working on launching of market analytical platform and on integrated solutions for banks and fintech at area of digital acquisition analytics and channels development.

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Contact

The Retail Banking School

Praça da Alegria 22,

1250-217, Lisbon, Portugal

welcome@therb.org

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We will be happy to answer you!

The Graduate School of Retail Banking is a global business school with HQ at Lisbon, Portugal.

RBS is a member of Portugal Fintech Association and Fintech House of Portugal.

RBS approved by Portugal Agency for Competitiveness and Innovation (IAPMEI).