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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CANADA

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