HC.T_logo_whitetext_150ppi.png

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 <a href="https://medium.com/humancentered/entrepreneurial-launch-31769db6b17" target="_blank">early-stage startups</a> to national non-profits to <a href="https://medium.com/humancentered/enabling-ideas-36f891635b59" target="_blank">global enterprises</a>, 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 <a href="https://medium.com/humancentered/customer-success-customer-intimacy-f5a9ab4805b0" target="_blank">success</a> 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 <a href="https://medium.com/humancentered/learning-salesforce-com-fc0b0b5405a2" target="_blank">Salesforce.com</a> (often called “Salesforce”), blending theoretical and practical knowledge, using the powerful <a href="https://medium.com/humancentered/learning-salesforce-com-fc0b0b5405a2" target="_blank">Trailhead immersive learning platform</a>, 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.

    Cookie Settings

    By using this website you agree to our Privacy Policy.