Course curriculum

  • 1

    What is a CRM? (And what can it do for you?)

    • CRM Systems & Business Value
  • 2

    Team & Tools

    • Get Your Team on Board

    • Take a Test Drive
  • 3

    Mapping the Customer Journey

    • Customer Journey, Meet CRM
  • 4

    Decoding Data Needs

    • Data Management, Privacy, Security

    • Quiz: Protect Your CRM
  • 5

    Smart Automation

    • Automation with Empathy

    • Workflows Scenarios
  • 6

    Move into Action

    • Your CRM Implementation Plan