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Below is the expected course framework, which you can completely customize - this is just a suggestion for the content to be implemented, with weights for each component:
Module 1: Introduction to CRM – 5%
- Understanding the concept of CRM
- Importance of CRM in modern business
- Evolution of CRM systems
- Benefits and advantages of implementing CRM
Module 2: Key Components of CRM – 10%
- Customer data management
- Sales force automation
- Marketing automation
- Customer service and support
- Analytics and reporting
Module 3: Choosing the Right CRM Solution – 10%
- Factors to consider when selecting a CRM system
- Types of CRM systems (On-premise, Cloud-based, Open source)
- Popular CRM platforms comparison (e.g., Salesforce, HubSpot, Zoho, etc.)
- Customization and scalability options
Module 4: Implementing CRM – 15%
- Planning the implementation process
- Data migration strategies
- Integration with existing systems
- Training and change management
Module 5: CRM Best Practices – 15%
- Building and maintaining a clean customer database
- Effective lead management strategies
- Personalization and segmentation techniques
- Automating repetitive tasks
- Customer retention strategies
Module 6: CRM Metrics and Analytics – 15%
- Key performance indicators (KPIs) for CRM
- Analyzing sales pipeline and forecasting
- Customer lifetime value (CLV) calculation
- Measuring customer satisfaction and loyalty
Module 7: Advanced CRM Features and Tools – 10%
- AI and machine learning in CRM
- Social CRM and social media integration
- Mobile CRM applications
- Workflow automation and advanced customization
Module 8: Case Studies and Real-World Examples – 10%
- Success stories of companies implementing CRM effectively
- Challenges faced and lessons learned
- Practical demonstrations of CRM usage
Module 9: CRM Security and Compliance – 5%
- Data security best practices
- GDPR and other data protection regulations
- Role-based access control
- Managing user permissions and data encryption
Module 10: Future Trends in CRM – 5%
- Emerging technologies shaping the future of CRM
- Predictive analytics and AI-driven insights
- Omni-channel customer experience
- Personalized and hyper-targeted marketing approaches