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Apprentice Mode
10 Modules / ~100 pages
Wizard Mode
~25 Modules / ~400 pages
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Customer Relationship Management CRM
( 25 Modules )

Module #1
Introduction to CRM
Overview of CRM concepts, benefits, and importance
Module #2
Understanding Customer Needs
Analyzing customer behavior, needs, and expectations
Module #3
Defining CRM Strategy
Developing a CRM strategy aligned with business goals
Module #4
Choosing a CRM System
Evaluating and selecting a CRM platform
Module #5
Implementing CRM Software
Configuring and customizing a CRM system
Module #6
Data Management and Integration
Importing, cleaning, and integrating customer data
Module #7
Contact and Account Management
Creating and managing customer contacts and accounts
Module #8
Lead Management
Generating, qualifying, and converting leads
Module #9
Opportunity Management
Identifying, tracking, and closing sales opportunities
Module #10
Sales Force Automation
Automating sales processes and workflows
Module #11
Marketing Automation
Automating marketing campaigns and lead nurturing
Module #12
Customer Service and Support
Providing effective customer service and support
Module #13
Customer Feedback and Sentiment Analysis
Collecting and analyzing customer feedback
Module #14
Reporting and Analytics
Generating insights from CRM data
Module #15
Performance Metrics and KPIs
Defining and tracking CRM performance metrics
Module #16
User Adoption and Training
Ensuring successful user adoption and training
Module #17
Change Management and Cultural Alignment
Aligning CRM with organizational culture and change management
Module #18
Data Security and Compliance
Ensuring data security and compliance with regulations
Module #19
Mobile CRM and Accessibility
Using mobile devices for CRM access and usage
Module #20
Social CRM and Integration
Integrating social media with CRM systems
Module #21
AI and Machine Learning in CRM
Applying AI and machine learning to CRM
Module #22
Customer Journey Mapping
Visualizing and optimizing the customer journey
Module #23
Account Planning and Management
Developing and executing account plans
Module #24
Customer Retention and Loyalty
Strategies for retaining and building customer loyalty
Module #25
Course Wrap-Up & Conclusion
Planning next steps in Customer Relationship Management CRM career


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