Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. Learn common CRM objects relationship between Leads, Opportunities, Accounts and Contacts from Data Analyst perspective.
Who Should Enroll
This program is ideal for current and future business analysts who want to improve their understanding of CRM data and emerging concepts for its application in making informed decisions. It is designed to help participants develop and communicate data-driven strategies and objectives to senior leadership and organizational stakeholders.
Non-technical staff who want to interpret data resources and communicate more effectively about data will benefit, as will technical staff who want to design technical solutions that meet strategic goals. This program does require SQL knowledge or expertise.
Companies looking to save time and money educating new hires teaching complex CRM Sales cycle.
Note: This program is not a data science, data management, SQL, reporting or to teach technical skills in managing data.
We use the most popular Salesforce CRM Sales. We will show you how to create your own free Salesforce Developer account. Connect from Power BI to Salesforce Objects and understand the table relationships.
We expect every student to have good SQL knowledge because we will be writing queries against Azure database for PostgreSQL. Additionally, you should know pgAdmin, DBeaver or any SQL client of your choice. We will be using DBeaver Community Edition for teaching this course. Power BI Desktop is optional if you are interested in developing reports.
Great question! Our training database is proprietary. We use real-business scenarios not some mockup data. Our students will get a feel of real-world and understand the difference between how businesses start with 'out of the box' CRM system and make it complex over time
Yes! At the end of our course we ask students to complete an assessment. We score your understanding of CRM Sales system and issue a final certificate. This is to help you build the confidence for your next job interview or promotion.
We are here to teach who are committed to learn. In case you missed a session, we will try to accommodate you in next available class depending on availability. We usually reserve one seat for students missed last session.
Mustafa is serving as data analytics advisor at IMG Advisors LLC. A Data Analyst and a Cloud Consultant with solid business and technical skills. Has over 25 years of experience working as a data analyst in Sales & Marketing organizations.