Training Module #1
CRM Foundation (Weeks 1-4)
🎯 Objective: Build a strong foundation in CRM management and administration.
Week 1: Introduction to CRM & Business Applications
Understanding CRM’s role in customer lifecycle management
Exploring the business benefits of CRM platforms
Introduction to High Level CRM interface & features
Week 2: CRM Data Management & User Access
Managing contacts, accounts, and data organization
Setting up user roles & security permissions
Ensuring data integrity & compliance best practices
Week 3: CRM Workflow Administration & System Customization
Managing pipelines, deal stages, and sales processes
Automating customer communication & follow-ups
Customizing CRM dashboards for reporting & analytics
Week 4: CRM Reporting & Business Insights
Using AI-powered reporting tools for performance tracking
Analyzing customer behavior & conversion trends
Configuring dashboards for key marketing & sales KPIs
✅ Outcome: Participants become proficient in CRM system administration and data-driven decision-making.
Key Learning Objectives
Gain job-ready skills in CRM administration, essential for career advancement in marketing, sales, and customer success roles
Manage user accounts & security settings in High Level CRM
Automate marketing & sales workflows using AI tools
Gain CRM Mastery
Gain mastery in CRM to streamline operations, enhance customer relationships, and drive business growth with smarter automation and AI-powered tools.
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