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WIZAPE
Apprentice Mode
10 Modules / ~100 pages
Wizard Mode
~25 Modules / ~400 pages

Customer Relationship Management in Digital Sales
( 25 Modules )

Module #1
Introduction to Customer Relationship Management
Overview of CRM, importance in digital sales, and course objectives
Module #2
Understanding Customer Behavior in Digital Sales
Analyzing customer needs, preferences, and buying behavior in the digital age
Module #3
Benefits of CRM in Digital Sales
How CRM improves customer engagement, loyalty, and revenue growth
Module #4
Types of CRM Systems
Overview of operational, analytical, and collaborative CRM systems
Module #5
Choosing the Right CRM for Your Business
Evaluating CRM vendors, features, and implementation considerations
Module #6
Setting Up a CRM System
Configuring CRM software, data migration, and user roles
Module #7
Contact and Account Management
Creating and managing contact and account records in CRM
Module #8
Lead Management and Qualification
Capturing and qualifying leads, lead scoring, and conversion strategies
Module #9
Opportunity Management
Managing sales opportunities, forecasting, and pipeline management
Module #10
Sales Performance Management
Tracking sales performance, metrics, and KPIs in CRM
Module #11
Sales Enablement and Content Management
Providing sales teams with content, playbooks, and best practices
Module #12
Marketing Automation and CRM Integration
Integrating marketing automation with CRM for seamless lead nurturing
Module #13
Customer Service and Support
Providing exceptional customer service using CRM and ticketing systems
Module #14
Social CRM and Social Media Integration
Leveraging social media for customer engagement and insights
Module #15
Analytics and Reporting in CRM
Creating dashboards, reports, and analytics for data-driven decisions
Module #16
Data Management and Governance
Data quality, data security, and data governance best practices
Module #17
Change Management and Adoption Strategies
Implementing CRM successfully, overcoming resistance, and driving user adoption
Module #18
Measuring CRM Success and ROI
Evaluating CRM effectiveness, calculating ROI, and optimizing investments
Module #19
CRM for Account-Based Selling
Using CRM for targeted account-based selling and personalized customer experiences
Module #20
CRM for Customer Journey Mapping
Using CRM to map customer journeys, identify pain points, and create personalized experiences
Module #21
Integrating CRM with Other Business Systems
Integrating CRM with ERP, marketing automation, and other business systems
Module #22
Mobile CRM and Field Sales
Using mobile CRM for field sales, remote teams, and offline access
Module #23
AI and Machine Learning in CRM
Leveraging AI and machine learning for predictive analytics, chatbots, and customer insights
Module #24
CRM Best Practices and Case Studies
Real-world CRM success stories, best practices, and lessons learned
Module #25
Course Wrap-Up & Conclusion
Planning next steps in Customer Relationship Management in Digital Sales career


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