Self-paced

Improve your CRM technical skills with reputable airSlate Academy training

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

About this course

With our certification courses, you’ll grasp the fundamental principles of document workflow automation for effortless data integrity and user experience in CRM systems.
Enhance your CRM service admin skills to develop self-sufficient, electronic document management within CRM without additional assistance. Verify your skills with a reputable electronic certificate upon completion.

What’s included?

  • lessons that direct you through automating CRM workflows
  • quiz to strengthen your understanding and test your recently obtained skills
  • certificate to proudly demonstrate your expert knowledge of electronic document management

What will you learn?

  • The importance of document workflow automation and its impact on performance
  • Experienced automation techniques for CRM service admin
  • How to efficiently implement document workflow automation to the CRM operations

Who is this course for?

  • Those who need to enhance their CRM service admin career with new competencies
  • Any person looking to streamline 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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Questions & answers

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Signing up for the airSlate Academy course for CRM service admin takes hardly any effort. Simply click the “Sign up for” button, go through a simple registration, and you’ll gain instant access to all airSlate Academy courses. You can start any course you choose whenever you like and progress through it at your own pace, enabling a versatile and personalized chance to learn.

CRM automation is the approach that uses modern technology and software program to simplify and automate different tasks and procedures within customer communication management. It calls for automating repetitive manual activities, improving data accuracy, and boosting productivity, finally enabling companies to handle better and nurture their customer relationships.

All airSlate Academy courses are free. Register now for instant access to airSlate Academy courses, from beginner courses covering the fundamentals of automation to professional certifications showing how to transform your business digitally.

To improve your CRM admin skills, you can sign up for the automation course by airSlate Academy. We designed our all-in-one course for CRM service admin, centering on improving electronic document management and automation skills. By finishing this course, you can move forward your career and gain the knowledge needed to implement automation within your CRM operations, increasing productivity and driving business growth.

A CRM service admin handles and maintains a customer relationship management (CRM) system. Their position involves configuring and modifying the CRM software to meet business demands, governing user access and permissions, guaranteeing data reliability, training users on the system’s capabilities, and providing continuing support. They optimize the CRM system to enhance customer communication, sales workflows, and overall business performance.

Upon completing any course with the airSlate Academy, you will get a certificate acknowledging your achievement. This certificate officially acknowledges that you completed the training and received the necessary skills and knowledge in electronic document management.