About This Training Program

Getting the most from CRM data requires sales professionals to configure, maintain, and manage their CRM database. This course instructs professionals in cleaning customer data to overcome challenges of ineffective usage. The ability to organize customer data allows for segmentation of clients for automated marketing sequences and targeted campaigns. At the end of this course, apply these strategies to best use CRM software for productive lead generation and effective communication with clients.  

What You Will Learn

  • Marketing Sequences & Campaigns 
  • CRM Software Strategies 
  • Data Segmentation 
  • Lead Generation 

What You Can Expect

  • Self-paced course 
  • Lessons that include a series of topics 
  • Series of topics to be completed before moving to next lesson 
  • Email notifications when next lessons are accessible 
  • Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion  


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course