building ethics & empathy into innovation

Customer Success with Salesforce CRM

driving recurring revenue, retention, and satisfaction via Customer Relationship Management

New technology-enabled curriculum developed by
Matthew John Brady, Entrepreneur & Educator
offered to students currently enrolled at the
University of Colorado – Leeds School of Business

360° Customer View

  • Customer Intimacy

    Core tenants and tradeoffs compared to the alternative models of Product Leadership, Operational Excellence

  • Business Operations

    Case Studies of sector leaders as well as entrant startups

  • Revenue Cycle

    Key phases: pre-purchase (funnel, tunnel), post-purchase (fulfillment, service), and re-purchase (renewal, upsell)

  • Cloud Computing & SaaS

  • Benefits & Costs

    Evaluating "COTS" and custom software, ROI models

  • Rewards & Risks

    Measuring intangibles and mitigating issues

  • Salesforce CRM

  • History of Innovation

    Progression of "no software" to "clicks not code" and beyond

  • Competitive Positioning

    Thorough SWOT analysis and integration options

  • Clouds

    Understanding each offering, from Marketing to CPQ, Community to Service, all powered by Einstein AI

  • Architecture

    Security, Identity, Permissions, Data, Data Model, Meta-Model

  • Depth & Breadth

    This course also covers important aspects of the Salesforce ecosystem and client engagement model

  • Organizational Values

    Internalizing values, ethics, and integrity

  • AppExchange Marketplace

    Creating additional value through incremental innovation

  • Project Practicum

    CRM business case, key process flows, and KPI Dashboards

  • Career Preparation

  • Salesforce Certification

    Preparation for the most widely acknowledged industry credential, the Salesforce Certified Administrator (SCA)

  • Industry Opportunities

    Map out Internship, Full-Time, and Entrepreneurial paths

  • Interested?

    take the next step that's right for you

    Course Synopsis

    Customer Relationship Management (CRM) systems are used by various-sized organizations, from early-stage startups to national non-profits to global enterprises, to track interactions with current and potential customers through a comprehensive lifecycle. As part of a digital execution strategy for insight-driven businesses, CRM enables customer-centricity and success across marketing, sales, operations, finance, and general management. Measurable outcomes include customer retention, satisfaction feedback, and recurring revenue growth, yielding long-term profitable relationships. This immersive course equips students in Cloud Computing, Software as a Service (SaaS), and leading CRM platform ecosystems including Salesforce.com (often called “Salesforce”), blending theoretical and practical knowledge, using the powerful Trailhead immersive learning platform, such that you will be well prepared to work with or on a CRM team with competence and confidence.

    This course contributes to a comprehensive understanding of Human-Centered Technology.

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