Foundations of Account Management
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Foundations of Account Management
This course is part of Microsoft Account Manager with Generative AI Professional Certificate
Instructor: Microsoft
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Recommended experience
Skills you'll gain
- Customer Engagement
- Process Optimization
- Process Mapping
- Customer experience improvement
- Scheduling
- Microsoft Copilot
- Verbal Communication Skills
- Brainstorming
- Customer Relationship Building
- AI Personalization
- Office Administration
- Customer Relationship Management
- File Management
- Personalized Service
- Sales
- Customer Service
- Communication
- Administrative Support
- Sales Process
Tools you'll learn
Details to know
See how employees at top companies are mastering in-demand skills
Build your Marketing expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate from Microsoft
There are 4 modules in this course
This foundational course sets the stage for mastering sales in the modern era by combining traditional techniques with cutting-edge AI tools. Participants will dive into the essentials of the sales process, starting with an exploration of basic sales principles, including identification of sales stages, channels, and approaches. The integration of Microsoft Copilot will be introduced as a transformative digital workflow partner that augments these traditional steps. Participants will learn to map sales processes manually and then use Copilot to enhance efficiency, comparing both methods to understand where AI adds the most value. Learners will also be introduced to communication techniques crucial for sales success, employing AI to enhance verbal and non-verbal communication skills. Personalized content creation becomes a focal point, as participants leverage AI to craft unique sales messages tailored to customer needs. Through various activities, learners will construct a foundational understanding of how AI can streamline sales operations, preparing them for more advanced applications in later courses.
Administrative and Clerical Competencies introduces learners to the fundamental administrative and organizational skills required for successful account management. Students will develop competencies in digital file management, professional scheduling practices, and strategic business thinking while leveraging Microsoft Copilot to enhance productivity and streamline workflows. Through hands-on activities and practical applications, learners will build the foundational skills necessary for managing customer interactions, organizing information systems, and applying business acumen to support account management excellence.
What's included
7 videos4 readings7 assignments
7 videosβ’Total 33 minutes
- Building Your Foundation in Account Managementβ’3 minutes
- Why Digital Organization Matters in Account Managementβ’4 minutes
- Creating an Efficient Filing System in SharePointβ’5 minutes
- The Cost of Poor Scheduling β’2 minutes
- Mastering Microsoft Outlook for Appointment Managementβ’6 minutes
- Business Acumen in Actionβ’6 minutes
- Strategic Planning with Microsoft Word and Copilotβ’7 minutes
4 readingsβ’Total 40 minutes
- Launching Your Career in Account Managementβ’10 minutes
- Fundamentals of Digital File Managementβ’10 minutes
- Appointment Management for Account Managers β’10 minutes
- Business Fundamentals for Account Managersβ’10 minutes
7 assignmentsβ’Total 165 minutes
- Build Your Digital Filing Systemβ’25 minutes
- File Management Fundamentalsβ’20 minutes
- Schedule Mock Client Appointmentsβ’25 minutes
- Scheduling Masteryβ’20 minutes
- Develop a Strategic Resource Planβ’25 minutes
- Business Strategy Basicsβ’20 minutes
- Administrative and Clerical Competencies Assessmentβ’30 minutes
Communication Skills for Account Managers develops essential communication competencies that enable account managers to build strong client relationships, manage customer inquiries effectively, and create strategic engagement plans across multiple communication channels. Students will master both oral and written communication techniques while leveraging Microsoft Copilot to enhance message clarity, generate professional responses, and optimize client interaction strategies. Through practical exercises and real-world applications, learners will develop the communication excellence that distinguishes exceptional account managers.
What's included
8 videos3 readings7 assignments
8 videosβ’Total 40 minutes
- Communication That Builds Relationshipsβ’6 minutes
- Conducting Professional Virtual Meetings β Part 1β’4 minutes
- Conducting Professional Virtual Meetings β Part 2β’4 minutes
- Turning Inquiries into Opportunitiesβ’4 minutes
- Using CRM for Customer Inquiry Managementβ’7 minutes
- Strategic Customer Engagementβ’5 minutes
- Building Contact Plans with Microsoft Teams β Part 1β’5 minutes
- Building Contact Plans with Microsoft Teams β Part 2β’5 minutes
3 readingsβ’Total 70 minutes
- Mastering Professional Communicationβ’30 minutes
- Excellence in Customer Inquiry Managementβ’30 minutes
- Multi-Channel Customer Engagement Strategyβ’10 minutes
7 assignmentsβ’Total 165 minutes
- Client Communication Role-Playβ’25 minutes
- Communication Excellenceβ’20 minutes
- Process Customer Inquiriesβ’25 minutes
- Inquiry Management Masteryβ’20 minutes
- Develop a Customer Contact Strategyβ’25 minutes
- Customer Contact Strategyβ’20 minutes
- Communication Skills Assessmentβ’30 minutes
Utilizing Productivity Tools explores how productivity tools and generative AI can transform account management efficiency and service quality. Students will develop proficiency with essential software applications, learn workflow optimization techniques, and discover practical AI applications that enhance their professional capabilities while maintaining human oversight and critical thinking.
What's included
7 videos3 readings7 assignments
7 videosβ’Total 32 minutes
- Technology as a Competitive Advantageβ’4 minutes
- Collaborative Document Creation β Part 1β’4 minutes
- Collaborative Document Creation β Part 2β’5 minutes
- Data-Driven Account Managementβ’4 minutes
- Process Analysis and Improvement Techniquesβ’7 minutes
- AI as Your Account Management Assistantβ’3 minutes
- Getting Started with Microsoft Copilotβ’6 minutes
3 readingsβ’Total 30 minutes
- Essential Productivity Software for Account Managersβ’10 minutes
- Workflow Optimization for Account Management Processesβ’10 minutes
- Using Generative AI and Microsoft Copilot in Account Managementβ’10 minutes
7 assignmentsβ’Total 165 minutes
- Create Collaborative Client Documentsβ’25 minutes
- Productivity Tools Proficiencyβ’20 minutes
- Optimize Office Workflowsβ’25 minutes
- Workflow Optimizationβ’20 minutes
- AI-Assisted Business Challenge Resolutionβ’25 minutes
- AI Tools Fundamentalsβ’20 minutes
- Productivity Tools and AI Assessmentβ’30 minutes
Foundations of Customer Service introduces essential customer service principles and relationship-building techniques that form the foundation of successful account management. Students will explore core service excellence philosophies, systematic approaches to building lasting client relationships, and problem-solving methodologies that transform challenges into opportunities for strengthening partnerships. Through practical applications and AI-assisted tools, learners will develop skills in creating service standards, managing difficult situations professionally, and building authentic professional relationships that drive long-term account success.
What's included
6 videos3 readings8 assignments
6 videosβ’Total 34 minutes
- Customer Service That Creates Loyaltyβ’5 minutes
- Crafting Professional Customer Responsesβ’6 minutes
- The Art of Relationship Buildingβ’5 minutes
- Relationship Planning and Trackingβ’7 minutes
- Turning Problems into Opportunitiesβ’4 minutes
- Structured Problem Resolution Processβ’8 minutes
3 readingsβ’Total 30 minutes
- Principles of Exceptional Customer Serviceβ’10 minutes
- Strategic Relationship Developmentβ’10 minutes
- Systematic Problem-Solving Approachesβ’10 minutes
8 assignmentsβ’Total 285 minutes
- Customer Service Scenario Practiceβ’25 minutes
- Service Excellence Fundamentalsβ’20 minutes
- Create Client Relationship Strategiesβ’25 minutes
- Strategic Relationship Excellenceβ’20 minutes
- Solve Customer Problems Strategicallyβ’25 minutes
- Problem-Solving Proficiencyβ’20 minutes
- Customer Service Foundations Assessmentβ’30 minutes
- Course Project: Professional Account Management Portfolioβ’120 minutes
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