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CRM Administration; From Beginner to Professional

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About Course

Become a professional CRM Administrator by mastering Customer Relationship Management (CRM) systems that help organizations manage customer data, automate sales and marketing processes, improve customer service, and drive business growth. This comprehensive CRM Administration Programme covers Salesforce Administration, Microsoft Dynamics 365, HubSpot CRM, Zoho CRM, Customer Data Management, CRM Automation, Workflow Management, Business Process Optimization, CRM Analytics, AI-Powered CRM, Customer Experience (CX), and CRM Reporting, preparing learners for high-demand careers in sales operations, customer success, business analysis, and enterprise technology. Through practical business scenarios and enterprise CRM projects, learners will configure, customize, administer, and optimize CRM platforms to improve customer engagement, sales performance, and organizational productivity.

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What Will You Learn?

  • Understand CRM fundamentals and the customer lifecycle
  • Administer Salesforce, Microsoft Dynamics 365, HubSpot, and Zoho CRM
  • Configure users, security roles, objects, and fields
  • Automate sales pipelines, lead management, and marketing workflows
  • Build workflow automation and integrate third-party apps via API
  • Create CRM dashboards, reports, and KPI monitoring
  • Apply AI-powered CRM and predictive customer insights
  • Manage CRM security, data governance, and system maintenance
  • Configure and deploy a complete CRM capstone solution

Course Content

Module 1: Introduction to CRM Administration
• CRM Fundamentals • Customer Lifecycle • CRM Strategy • CRM Business Value

Module 2: CRM Platforms
• Salesforce Administration • Microsoft Dynamics 365 • HubSpot CRM • Zoho CRM

Module 3: CRM Configuration & Customization
• User Management • Security Roles • Objects & Fields • Forms & Views

Module 4: Sales & Marketing Automation
• Sales Pipeline Management • Lead Management • Opportunity Management • Marketing Automation • Customer Journey Automation

Module 5: Workflow Automation & Integration
• Workflow Rules • Business Process Automation • API Integration • Third-Party Applications

Module 6: CRM Reporting & Analytics
• CRM Dashboards • Reports • KPI Monitoring • Customer Insights

Module 7: Customer Experience & AI
• Customer Success • AI-Powered CRM • Predictive Analytics • Customer Personalization

Module 8: CRM Governance & Administration
• CRM Security • Data Governance • System Maintenance • Best Practices

Module 9: Capstone Project
Configure and deploy a complete CRM solution that includes customer data management, sales automation, workflow automation, reporting dashboards, AI-powered insights, and customer engagement strategies for a real business.

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