CRM & Automation Projects & Portfolio is a hands-on course focused on building customer management artifacts that demonstrate your automation capabilities. This 5-chapter program guides you through creating a portfolio of CRM work.
Chapter 1 (Introduction & Prerequisites) is FREE and helps you plan your CRM portfolio strategy. Learn what makes compelling customer artifacts and how to showcase your automation capabilities effectively.
In Chapter 2 (Core Concept A), you will build foundation CRM artifacts including basic customer databases, simple automation workflows, and initial reporting dashboards. Focus on demonstrating core customer management competencies.
Chapter 3 (Core Concept B) advances to more complex CRM documentation including comprehensive automation architectures, detailed customer journey maps, and advanced analytics frameworks. Build artifacts that demonstrate your growing CRM capabilities.
Chapter 4 (Worked Examples & Practice) is the core portfolio-building phase. Create 3-4 substantial CRM artifacts that showcase your skills in different customer domains and automation contexts.
Finally, Chapter 5 (Advanced Tips & Next Steps) focuses on presenting your CRM portfolio effectively. Learn how to articulate your customer approach, prepare for sales technology roles, and leverage your portfolio in career advancement.