56 CRM basic understanding
CRM basic understanding data,, marketing, CS with connect relationshipmanagement of basic practical work type education with.
0. Purpose and ultimate goal
CRM basic understanding education of objective learners Salesforce, HubSpot, Microsoft Dynamics 365 Sales, Zoho CRM CRM platform based with data,, marketing automation,, operation understanding and organization of customer management system design. · · · of CRM · Salesforce · HubSpot · Dynamics education using practical work project focused with operation.
Referenced professional training patterns
- Salesforce · HubSpot · Microsoft Dynamics CRM course of, contacts,, activity management
- Management education of,,, management practice
- CRM type course of data, field design, operation rules
- CRM/Customer Experience course of,, · analysis
Introductory · 1 Day
Introductory 1 day CRM basic understanding curriculum
CRM of, data,, marketing · CS understanding.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | CRM of core understanding. | ,,, activity,,, of · with classify. Salesforce, HubSpot, Microsoft Dynamics 365 Sales, Zoho CRM comparison and organize. |
| Objective 2 | Data management. | ,, contacts, with,,, design. , contacts, data quality writing. |
| Objective 3 | Basic. | ,,,,, management with visualization. Google Sheets or HubSpot CRM in 10 entry and step-by-step. |
| Platforms | HubSpot CRM, Salesforce Sales Cloud, Microsoft Dynamics 365 Sales, Zoho CRM, Google Sheets, Excel 365, Trello |
|---|---|
| Instructor profile | CRM basic, data management, with education 2years or more |
| Target learners | Marketing introductory, CS, small business owner, job seeker, operation |
| Duration | 4-6 hours |
| Materials | , HubSpot or Zoho account, data, Google/Excel account |
| Deliverables | CRM table,, data quality, |
| Assessment method | Understanding 30%, data design 25%, 25%, practice 10%, 10% |
Beginner · 3 Days
Beginner 3 days CRM basic understanding curriculum
, activity,, management practice.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | And data. | ,,, data CRM with for field table create. HubSpot or Zoho CRM in contacts,, and rules application. |
| Objective 2 | Activity and management. | , email,,, with activity to and. , sales,, entry using analysis. |
| Objective 3 | Marketing · CS connected understanding. | , email,, of CRM to design. ,, and activity with management. |
| Platforms | HubSpot CRM, Zoho CRM, Salesforce Trailhead, Microsoft Dynamics 365 Sales, Mailchimp, Google Forms, Excel 365 |
|---|---|
| Instructor profile | CRM operation,,, marketing automation basic education 3years or more |
| Target learners | , marketing practitioner, CS, small business owner, team |
| Duration | 12-18 hours |
| Materials | , CRM / account, CSV, email practice account, materials |
| Deliverables | Data,, activity, table, CS |
| Assessment method | Data 25%, management 30%, activity 20%, marketing · CS connected 15%, presentation 10% |
Beginner · 1 Week
Beginner 1 week CRM basic understanding curriculum
CRM data and design and automation and create.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | And CRM field design. | ,,,,,, step-by-step Customer Journey Map with organize. In CRM field, of information,, data with create. |
| Objective 2 | Basic CRM automation. | , email, schedule rules HubSpot Workflow or Zoho Automation with. Google Forms, Sheets, Zapier or Make using of CRM upload and practice. |
| Objective 3 | CRM. | ,,, step-by-step hours, activity, KPI. CRM or Excel PivotTable with · marketing · CS creation. |
| Platforms | HubSpot CRM, Zoho CRM, Salesforce, Zapier, Make, Google Forms, Google Sheets, Excel PivotTable, Looker Studio |
|---|---|
| Instructor profile | CRM field design, analysis, no-code automation, CRM education 3years or more |
| Target learners | Marketing practitioner, CS, operation, customer management |
| Duration | 20-30 hours |
| Materials | , CRM practice account,, of form account, CSV data, |
| Deliverables | Map, CRM data, automation, CRM KPI |
| Assessment method | Design 25%, data 20%, automation 30%, 15%, presentation 10% |
Intermediate · 4 Weeks
Intermediate 4 weeks CRM basic understanding curriculum
CRM for data, · marketing automation, operation design perform.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | CRM data. | Excel of,, table contacts, personal information of Power Query with. ,,,, table system with create. |
| Objective 2 | Marketing automation scenario create. | ,, with,, design. HubSpot, Salesforce Flow, Microsoft Power Automate or Make using · ·. |
| Objective 3 | CRM operation system and design. | ,, CS to ·. Power BI or Looker Studio with,, activity, create. |
| Platforms | HubSpot, Salesforce Flow, Microsoft Dynamics 365 Sales, Power Automate, Make, Excel Power Query, Power BI, Looker Studio |
|---|---|
| Instructor profile | CRM, data, automation, BI education 4years or more |
| Target learners | Management, marketing team, CS management, work, CRM practitioner |
| Duration | 40-60 hours |
| Materials | , CRM account, data, Power Query Excel, BI account |
| Deliverables | CRM data file, automation scenario, operation rules document, CRM |
| Assessment method | Data 25%, automation design 30%, operation system 20%, 15%, presentation 10% |
Advanced · 8 Weeks
Advanced 8 weeks CRM basic understanding curriculum
CRM based project design and · marketing · CS prototype complete.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | CRM and data. | ICP,,, LTV,, sales opportunity. Salesforce, HubSpot, Dynamics 365, Zoho CRM comparisontable organization by design. |
| Objective 2 | CRM prototype. | Of form, CRM contacts,, email, CS, End-to-End. Zapier, Make, Power Automate with form · · spreadsheet · CRM automation create. |
| Objective 3 | CRM operation and and educationsystem create. | ,, hours, ROI,, NPS operation KPI system. Manual, entry, marketing operationtable, CS rules, management educationmaterials creation. |
| Platforms | Salesforce Sales Cloud, HubSpot CRM, Microsoft Dynamics 365 Sales, Zoho CRM, Power Automate, Zapier, Make, Power BI, Looker Studio, Notion |
|---|---|
| Instructor profile | CRM PM, · marketing automation, data analysis, management, education 5years or more |
| Target learners | CRM PM, · marketing, with, experience management, CRM instructor course |
| Duration | 80-120 hours |
| Materials | , CRM, data CSV, email materials, automation account, KPI |
| Deliverables | CRM document, prototype, automation, operation KPI, educationmaterials |
| Assessment method | Design 25%, prototype 35%, automation 20%, educationmaterials 10%, presentation 10% |