Assured Certification
Mastering CRM Essentials
(English)
Starting at ₹14 Per Day
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Course Highlights
Course Highlights
- Build a Strong CRM Foundation by understanding customer-centric business models, CRM frameworks, and evolving industry practices.
- Master the Customer Lifecycle through customer journey mapping, segmentation, lead management, onboarding, and retention strategies.
- Leverage CRM Data for Better Decisions using dashboards, KPIs, reporting, and customer analytics to measure business performance.
- Explore Automation & AI in CRM with workflow automation, email integrations, chatbots, predictive insights, and lead scoring.
- Learn CRM Implementation Best Practices covering strategy design, change management, implementation roadmaps, and success factors.
- Apply Your Learning Through Real-world Case Studies & a Capstone Project to develop practical, job-ready CRM skills.
About the Course
7 Hours 47 mins
10 Modules
9 Practice Tests
680 Subscribers
12 Months Access
Assured Certification
Mastering CRM Essentials is a comprehensive online course designed to help learners understand how organizations build, manage, and strengthen customer relationships using modern Customer Relationship Management (CRM) practices. Starting with CRM fundamentals and customer-centric thinking, the course progresses through customer lifecycle management, sales processes, data analytics, automation, omnichannel engagement, and CRM implementation strategies.
Learners will gain practical exposure to leading CRM platforms while exploring contact management, pipeline tracking, workflow automation, and AI-powered CRM capabilities. The curriculum also covers customer journey mapping, CRM analytics, key business metrics, data privacy principles, and real-world industry use cases.
Through hands-on learning, case studies, and a capstone project, participants will develop the skills needed to support sales, marketing, customer success, and business operations teams. Whether you’re looking to build a strong foundation in CRM or enhance your customer management capabilities, this course equips you with practical knowledge that is highly relevant across industries in today’s customer-driven digital economyCourse Structure
- What is CRM (strategic vs operational vs analytical) 29.31
- Evolution of CRM (traditional → digital → AI-driven) 6.54
- Customer-centric business models 15.26
- CRM ecosystem overview 12.40
- Customer lifecycle stages 15.26
- Customer journey mapping 15.20
- Customer personas & segmentation 15.04
- Digital Age Customer Expectations 18.22
- Lead generation & qualification 15.32
- Sales pipeline management 15.09
- Customer onboarding 8.03
- Retention & loyalty strategies 8.35
- Customer support workflows 9.31
- Customer data types (behavioral, transactional, demographic) 14.33
- CRM databases & data hygiene 13.09
- Dashboards & KPIs (CAC, LTV, churn rate) 11.28
- CRM analytics & reporting 14.05
- CRM Overview of: Salesforce, HubSpot, Zoho 11.49
- Basic navigation & features 14.09
- Contact & deal management 9.34
- Pipeline tracking 12.48
- Workflow automation 12.26
- Email marketing integration 14.14
- Chatbots & conversational CRM 11.29
- AI in CRM (predictive insights, lead scoring) 11.30
- CRM strategy design 11.51
- Change management 11.52
- Implementation roadmap 10.56
- Common pitfalls & success factors 11.45
- Multi-Channel Communication Integration 8.27
- Customer experience consistency 7.46
- Personalization strategies 7.21
- GDPR basics 9.00
- Data protection principles 7.54
- Ethical use of customer data 8.50
- Real-world CRM case studies 8.34
- Industry Use Cases 11.49
- Capstone project 14.40
Your Instructor
Mr. Tushar Pawar
Executive Coach | Corporate Trainer | Leadership Development Expert
Course FAQs
This course is suitable for students, fresh graduates, sales and marketing professionals, customer support teams, business professionals, and anyone looking to build practical CRM knowledge. It is also valuable for individuals planning a career in customer success or business operations.
No prior CRM experience is required. The course begins with CRM fundamentals and gradually progresses to advanced topics such as automation, analytics, and implementation strategies.
You will learn customer lifecycle management, lead qualification, sales pipeline management, customer journey mapping, CRM analytics, workflow automation, omnichannel engagement, CRM strategy, and data privacy fundamentals.
The course develops practical CRM skills that are applicable across sales, marketing, customer success, business development, and operations roles. It also helps you understand how organizations use CRM systems to improve customer engagement and business performance.
Yes. Learners who successfully meet the course completion requirements will be eligible to receive a course completion certificate from iJaipuria.
Earn a Certificate
After finishing the course, you will get a Certificate of Completion.
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