Customer relationship management: 3 certifications for software mastery

CRM professionals provide tech solutions that help businesses manage communication with current and potential clients.

By U2B Staff 

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Creating the best products and services are only part of the battle for any business owner. The biggest challenge lies in keeping customers happy with a product or service to ensure they continue to support your business.

The better a company can manage the relationships it has with its customers, the more successful it will be. Maintaining these relationships is essentially what a customer relationship management software is for. Customer relationship management software is a tech solution that helps businesses manage communication with current and potential clients.


There are many benefits to having customer relationship management software. They help to organise data, segment customers, create sales reports and streamline communications, to name a few. 

Business owners have much to gain by incorporating such technology into their businesses as it can help them improve efficiency and develop better relationships with their customers, which in turn, encourages loyalty and boosts retention. 

The global customer relationship management market size is expected to reach US$157.6 billion by 2030, according to research by Grand View Research, Inc.

For business owners who want to capitalise on this technology, here are three courses worth exploring:

Dynamics 365 Sales Functional Consultant Associate

The Microsoft Dynamics 365 Sales Functional Consultants certification implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics. 

This exam measures your ability to accomplish the following technical tasks: perform discovery, planning, and analysis; manage user experience design; manage entities and data; implement security; implement integration; and perform solutions deployment and testing, as well as your ability to perform configuration, manage core sales entities, and manage sales entities.

HubSpot Sales Software

The HubSpot Sales Software Certification demonstrates your ability to execute an inbound sales process using HubSpot CRM and Sales Hub. 

It is made up of three lessons. At the end of each class, you’ll be given practical exercises so you can immediately apply what you learn. You will need to perform these actions in order to earn your certification. There is also a 50-question, multiple-choice test you will need to pass in order to gain certification.


Oracle NetSuite SuiteFoundation Certification

More and more companies are looking for professionals who have validated NetSuite expertise. Companies that use certified professionals see more effective deployments and a greater return on their investment. 

Passing this exam confirms that you have the knowledge necessary to become SuiteFoundation Certified. The candidate can work with the NetSuite product and has a basic understanding of the following concepts and features which are covered on the exam: features and standard modules; company and user preferences; relationship of users, roles and permissions; customisation options of the user interface; dashboards, reports, and searches; standard record types and how they are structured; NetSuite product release process.