CRM Training
Customer Relationship Management (CRM)

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.

Topics Covered and Benefits

  • Leads
    Understand the Lead objects in any CRM system and how they contribute to company's revenue. Have the confidence to explain the complexity of Lead and Lead History data. Understand how Lead converts to Opportunities, Contacts and Accounts in your CRM system
  • Opportunities
    Opportunities can be created from converted Leads or on existing Accounts and Contacts. Learn different Opportunity Stages and pipeline revenue for the company. 
  • Accounts & Contacts
    Accounts & Contacts are the most important objects to any business maintaining relationships with it's customers and prospects. Learn the complex demographic data in order to have a better Customer360 view. 
  • Reporting
    Learn how to connect directly to Salesforce Objects from Power BI and create reports. Identify Issues in near real-time from production Salesforce application.
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.

Frequently Asked Questions

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 Ali
Mustafa Ali

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.   

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