CRM & Automation Zero to Hero takes you from customer management basics to confident CRM administrator through our structured 5-chapter learning path. This course is designed for those new to customer relationship systems.
Chapter 1 (Introduction & Prerequisites) is FREE and introduces fundamental CRM concepts. Learn about what CRM systems do, understand basic automation principles, and begin developing your customer-centric mindset.
In Chapter 2 (Core Concept A), you will master basic CRM tasks including contact management, simple pipeline tracking, and introductory automation setup. Learn core customer management skills.
Chapter 3 (Core Concept B) introduces more advanced CRM concepts including reporting basics, workflow automation, and customer segmentation techniques. Understand how to leverage CRM for business growth.
Chapter 4 (Worked Examples & Practice) focuses on applying CRM skills to real scenarios. Create basic customer databases and participate in automation exercises that demonstrate your growing CRM capabilities.
Finally, Chapter 5 (Advanced Tips & Next Steps) guides you toward CRM mastery. Learn about advanced platform features, integration possibilities, and how to apply your skills in various business contexts.