Postgraduate Diploma: CRM Platform Expert
Course Overview
What You'll Learn
- Sales Management
- Service and claims Management
- Cross-sale and up-sale
- Digital Channels building
- Examples from Consumer Lending, Mortgage and other produc-lines of Retail Business
About This Free Course
Postgraduate Diploma: CRM Platform Expert (Sales, Service, Marketing and Business Management with CRM Platforms)
Welcome to course: Business Principles of Customer sales and relationship management in financial services, 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).
Short Description: 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.
Considered Business Areas:
Sales Management
Service and claims Management
Cross-sale and up-sale
Digital Channels building
Examples from Consumer Lending, Mortgage and other produc-lines of Retail Business
Considered types of systems:
Operational CRM
Analytical CRM
Partners CRM
Course Content:
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 Full Description:
Introduction to the world of 360 degree overview of a business:
• Overall information about CRM and oCRM systems usage cases and implementation
• Practical cases at sales, service, marketing and business management
• Usage of CRM as a platform for digital channels building
• Examples from leading worldwide banks
• Course for business experts and tech experts, who want to understand business environment.
Introduction to CRM implementation:
• Key focuses of CRM launching
• Key areas of usage
• Business principles and details
• Examples from retail banking, consumer lending and mortgage business
Course Author:
IGOR DMITRIEV
Professor of The Retail Banking School
Digital Business and Retail Banking Expert
Education:
• MBA, The Boston University, USA
• Master of Science at Engineering (Technical) Management, The State University of New York at Buffalo, USA
• Master of Science at Informatics and Economics, The Saint- Petersburg State University of Finance and Economics, Russia
• Six Sigma Black Belt
Experience:
• Expert at Banking (>15 years), FinTech & Digital (>12 years). Experienced Manager (>10 years) with successful track of records at personal and corporate entrepreneurship.
• More than 10 years at worldwide banking groups such us Societe Generale, Raiffeisenbank.
• Experience at roles: CEO, Head of Business, Chief Digital & Marketing Officer, Head of learn leading digital transformation in the modern business and Channels, Head of Products and Marketing.
Linked topics:
Business and Entrepreneurship Fundamentals
Digital Marketing
Project Management
Finance Fundamentals
Marketing Strategy
Online and Digital Business
Leadership
Sales Skills
Microsoft Dynamics 365
B2B Sales
CRM
Customer Relationship Management
Oracle Siebel CRM
Salesforce
Who Should Take This Course
"Postgraduate Diploma: CRM Platform Expert" is aimed at people who want a practical, structured introduction to marketing without paying full price for it. It's a solid fit if you're starting out in marketing and want a guided course rather than piecing tutorials together yourself, if you've tried free YouTube content on the topic and want something more organized in around 6.5, or if you already work in a related area and want a refresher you can finish at your own pace. Since enrollment happens on Udemy itself, you keep full access to view the lectures, download any provided resources, and revisit the material later — this isn't a stripped-down or time-limited version of the course.
Why This Course Is Worth Taking
Our take: this listing earns a spot on FreeWebCart because the coupon we verified actually brings the price to $0, not just a token discount, and the course carries a 4.35/5 rating on Udemy from 1+ students who've already enrolled. That combination — real reviews plus a working 100% OFF code — is what we look for before publishing a marketing course. It won't replace hands-on experience or a full degree program, but as a low-risk way to test whether marketing is worth pursuing further, or to pick up one specific skill, the free price tag makes it an easy yes while the coupon lasts.
Pros & Cons
👍 Pros
- 100% free to enroll via this coupon (normally $19.99)
- Lifetime access on Udemy once enrolled, even after the coupon expires
- Rated 4.35/5 by past students on Udemy
- Self-paced — no fixed schedule or live sessions to attend
👎 Cons
- Coupon is time-limited and can expire before you enroll
- No live instructor support — questions go through Udemy's Q&A, not us
- Certificate is a Udemy completion certificate, not an accredited qualification
Frequently Asked Questions
Is "Postgraduate Diploma: CRM Platform Expert" really free?
Yes — we verified a 100% OFF Udemy coupon for this marketing course before publishing it. Enroll directly on Udemy using the button below; no credit card is needed while the coupon is active.
How long will this coupon last?
Udemy coupons typically last 1–3 days or expire after roughly 1,000 enrollments, whichever comes first. If the price on Udemy no longer shows $0 when you click through, the coupon has expired since we last checked it.
Do I keep access after the coupon expires?
Yes. Once you enroll while the coupon is live, "Postgraduate Diploma: CRM Platform Expert" is yours to keep on Udemy — including any future updates the instructor makes — even after the coupon runs out.
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