Building CRM Knowledge and Earning Credentials

Hello again!

I hope you all found my last blog informative and entertaining. This weeks blog is about building CRM knowledge and earning credentials. This week I used Trailhead Salesforce to expand my knowledge on CRM and I also earned points on my account.

Trailhead Salesforce is a great free tool that anyone can use to improve their knowledge and skills in a vast amount of areas and I completed three modules:

1. Data and AI and CRM: Quick Look
2. Strategies for Net Zero Now: Quick Look
3. Sales Team Culture

Data and AI and CRM: Quick Look

From doing this course I gained a valuable insight into how business and organisations can create a better experience for their customers using CRM, data and artificial intelligence. Each element can be very beneficial to businesses individually, however when they are put together they are extraordinary. 

Customer relationship management (CRM) is a technology that stores customer data in one place and by using artificial intelligence (AI), all the data can be put together and help a company make informed decisions. I also learned that before implementing an AI strategy, organisations must build trust, ready their technology and empower their people.

Strategies for Net Zero Now: Quick Look

This quick ten minute course gave me an insight into how to develop my own Climate Action Plan by providing a framework. This module also enlightened me further into what the concept of net zero was and what strategies can be used to reach net zero emissions. 

I also learned how to create a climate action plan that I can use in the future to guide a companies journey to net zero. Companies need to ask themselves three questions: What do we do? And Why?, How do we do it?, and Who do we influence? By answering these three questions, a company will be able to illuminate their priorities. 

Sales Team Culture

During this course, I received a great deal of information that I can carry into my future career in Human Resources regarding how to create a good and healthy company culture that is inviting and friendly.

I also gained valuable statistics that really back up how important a good company culture is to people as 88% of employees in Deloitte revealed that a welcome workplace culture is important. Retention rates, revenue and the company reputation are all affected by how healthy the company culture is. I also learned that having a customer- centric focus is beneficial as if they are satisfied, you are satisfied.

 

Finally, Trailhead Salesforce was very engaging, it was a great place to learn more about CRM and there is an endless number of courses, trails and modules to choose from.

Rachel

Link to Trailhead Salesforce: Trailhead | The fun way to learn (salesforce.com)