Microsoft Office driver's license and customer service with CRM

The course teaches basic IT skills and the use of various MS Office programs. In addition, strategic, analytical and operational customer relationship management for competent customer support, retention and acquisition is taught and an insight into CRM software is provided. The course is rounded off with a look at the use of artificial intelligence in the workplace.
  • Certificates: Microsoft Office driver's license" certificate
    Certificate "Customer service with CRM"
  • Examination: Praxisbezogene Projektarbeit mit Abschlusspräsentation
    Modulprüfungen Microsoft Office Führerschein
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 12 Weeks

Computer basics

Computer basics (full-time 5 days/part-time 10 days)

The computer and its components

First steps in the browser

Operating systems and software

Getting started with Windows 11

Using Windows 11 apps

Working with desktop apps and windows

Getting to know File Explorer

Managing files and folders

Searching for files and folders

Cloud storage

Making system settings

Useful apps

Printing with Windows 11

Networks

Access to public networks

Password protection and data security management

Protection against viruses and malware

Ergonomic and environmental aspects

Word processing with Microsoft Word

Word processing with Word (full-time 5 days/part-time 10 days)

Basics of text input and processing

Character, paragraph, page and document formatting

Using format templates

Using tables, graphics and shapes

Saving, printing and protecting documents

Creating form letters

Editing and correction functions

Designing page layouts and multi-page documents

Spreadsheet calculation with Microsoft Excel

Spreadsheet calculation with Excel (full-time 10 days/part-time 20 days)

Basics of table editing

Working with formulas and functions

Formatting cells, editing and printing tables

Filling, moving and copying

Sorting and filtering data

Calculating with date and time

Creating and editing charts

Using chart templates and chart layouts

Manage workbooks

Use individual print settings

Using Excel templates

Online basics with Internet browsers and Outlook

Online basics with Internet browsers and Outlook (full-time 5 days/part-time 10 days)

Internet, web and e-mail

Insight into the Internet

Working safely on the Internet

Data protection and copyright

Online shopping and banking

Online communities and social networks

Getting to know Outlook

Creating and sending emails

Receiving and managing emails

Keeping track of emails

Working with contacts and address book

Organizing appointments and meetings

Create and manage tasks

Presentations with Microsoft PowerPoint

Presentations with PowerPoint (full-time 5 days/part-time 10 days)

Overview

The user interface

First steps with PowerPoint

Basics of working with presentations

Editing placeholders with text content

Copying and moving elements

Using the PowerPoint help function

Using views in PowerPoint effectively

Working with different slide elements

Screen presentations

Basic text design

Working with your own templates

Printing and managing presentations

Creating and designing drawing objects

Using graphics and media clips

Placing and aligning objects

Organizational charts and other SmartArt graphics

Create and design diagrams

IT security

IT security (full-time 5 days/part-time 10 days)

Basic knowledge of cybercrime

Dealing with data and security

Network structures

Security in networks

Software updates

Encryption and password protection (including two-factor authentication)

Common malware

Targeted protection against viruses and malware

Use antivirus software and firewall

Data protection and backups

Phishing emails and social engineering

Secure communication on the Internet

Security on the internet and when using online services and social media

Incident management and responding to security incidents

Databases with Microsoft Access

Databases with Access (full-time 5 days/part-time 10 days)

Working with databases

Creating and managing databases

What is Access?

Using the Access help function

Entering and editing data in tables

Creating and editing tables

Relationships between tables

Field properties

Searching, replacing and sorting data

Working with filters

Entering and editing data in forms

Creating forms (manually)

Working with queries

Creating queries

Editing database objects

Creating reports and labels

Working with reports

Defining indices

Printing data

 

Customer service with CRM

Basics & Strategic CRM (approx. 2 days)

CRM as a strategic corporate function

Companyblueprint: company processes

CRM vs. pure software solution


Business models & target group analysis (approx. 1 day)

Business models in the CRM environment

Market and target group definition

Personas for a differentiated customer approach

Sales channels in strategic CRM


Customer worlds & individual relationships (approx. 1 day)

Definition of the customer world

Customer journey, customer experience

Customer needs-demands-motives


ERP & operational CRM (approx. 1 day)

Resource planning and business contexts

CRM in the value chain

Synergy between sales, marketing & service


Data protection & GDPR (approx. 1 day)

Data protection

GDPR in marketing

DSGVO practical cases


CRM software systems (approx. 2 days)

Introduction to CRM systems

Implementation of software

Mapping processes, automating workflows


Artificial intelligence (AI) in CRM (approx. 1 day)

Presentation of specific AI technologies

Predictive analytics

Sentiment analytics

AI humanizers for customer loyalty


Analytical CRM (approx. 2 days)

KPIs for measuring success

Data mining, OLAP

SWOT analysis in CRM

Drill-down analysis


Customer Relationship Cycle & Customer Satisfaction (approx. 2 days)

Customer Relationship Cycle

Satisfaction management: NPS, CSAT, KANO & parameters for optimization


Customer acquisition, customer loyalty & increasing profitability (approx. 2 days)

Account-Based Marketing (ABM)

Strategic acquisition processes

Loyalty programs

Increase profitability


Customer communication as a relationship guarantor (approx. 2 days)

Conversational skills and empathy in customer contact

Psychology of customer relationships

De-escalation techniques for critical customer moments

How authentic communication creates long-term relationships


Project work (approx. 3 days)

To consolidate the content learned

Presentation of the project results



Changes are possible. The course content is updated regularly.

Once you have completed the course, you will have a basic understanding of important components of information and communication technology as well as basic skills in the areas of word processing, spreadsheets, presentation, internet and communication, IT security and databases.

You also have a holistic understanding of CRM. You are able to analyze and optimize customer relationships.

This course is aimed at employees from marketing, sales and quality management, as well as managing directors, product managers, key account managers and start-ups.

Basic IT skills and knowledge of how to use various MS Office programs are a prerequisite for successful and efficient work in professional life.

You will also gain in-depth knowledge of customer relationship management (CRM). After the course, you will be able to take on responsible tasks in customer service.

Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.
Contact
We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.