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CRM Software Course

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CRM Software Course

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CRM Software Course

Name: CRM Software Course
Price: 2994 PHP
Rating: 5 (1 reviews)

Master every core function of CRM software — from managing contacts and automating workflows to building reports and administering security settings. This course gives sales reps, marketers, and CRM admins the hands-on skills to run a professional CRM environment with confidence. Stop guessing and start driving real results with your customer data.

Dedika for businesses

What you will learn:

You will learn how to navigate the CRM interface, create and organize contact and account records, and manage a full sales pipeline from lead to closed deal. You will configure automation rules, build email sequences, and track every customer interaction without leaving the platform. The course covers custom reporting, dashboard creation, and scheduled data exports for any team. You will also set up user profiles, role hierarchies, and field-level security to protect sensitive data. Advanced topics include CRM integrations, AI-powered lead scoring, campaign management, and data privacy compliance.

How you study in a practical way CRM Software Course

How you practice CRM Software Course

For companies who want to train their team

With Dedika for businesses, the course includes exercises and examples tailored to your own business and the way your company needs.

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Course content

8 Chapters • 40 LessonsDuration between 4 and 360 hours (you decide)

Chapter 1See details

Introduction to CRM Fundamentals

Lesson 1 • The Customer Lifecycle Model
Maps the stages a customer moves through from awareness to retention. Connects CRM features to specific lifecycle stages students will configure later.
Lesson 2 • Types of CRM Systems
Compares operational, analytical, and collaborative CRM categories. Helps students select the right CRM type for a given business scenario.
Lesson 3 • Measuring CRM Business Value
Introduces KPIs used to evaluate CRM effectiveness, including conversion rate and customer lifetime value. Establishes a measurement mindset carried throughout the course.
Lesson 4 • What CRM Software Does
Defines CRM software and its core functions across sales, marketing, and support. Anchors the chapter by establishing shared vocabulary for all subsequent topics.
Lesson 5 • Key Stakeholders and CRM Roles
Identifies who uses CRM systems and what each role needs from the platform. Prepares students to configure role-based access and workflows.

Chapter 2See details

Navigating the CRM Interface

Lesson 1 • Working with List and Detail Views
Explains the difference between list views and individual record detail pages. Students learn to switch contexts efficiently and edit records inline.
Lesson 2 • Customizing Your Personal View
Teaches users to rearrange columns, pin favorite views, and set default landing pages. Directly improves daily productivity for every CRM user.
Lesson 3 • Mobile CRM Navigation
Introduces the mobile app interface and its differences from the desktop version. Prepares field-based users to log activities and access data on the go.
Lesson 4 • Dashboard Layout and Orientation
Walks through the main dashboard components including widgets, navigation bars, and quick-action menus. Provides the spatial map students rely on throughout the course.
Lesson 5 • Searching and Filtering Records
Covers global search, field-level filters, and saved filter sets. Enables students to retrieve any record efficiently in real work scenarios.

Chapter 3See details

Managing Contacts and Accounts

Lesson 1 • Importing and Exporting Data
Teaches bulk data import via CSV, field mapping, and export for reporting. Prepares students to migrate existing customer data into the CRM cleanly.
Lesson 2 • Deduplication and Data Hygiene
Addresses duplicate detection, merge workflows, and ongoing data quality practices. Ensures the database remains reliable for sales and marketing decisions.
Lesson 3 • Segmenting Contacts with Tags and Lists
Introduces tags, static lists, and dynamic lists for contact segmentation. Directly enables targeted outreach campaigns covered in later chapters.
Lesson 4 • Building and Linking Account Records
Explains account records, their relationship to contacts, and parent-child account hierarchies. Enables students to model complex organizational structures accurately.
Lesson 5 • Creating and Editing Contact Records
Covers all standard contact fields, required vs. optional data, and inline editing. Establishes data entry habits that prevent duplicate and incomplete records.

Chapter 4See details

Sales Pipeline and Opportunity Management

Lesson 1 • Creating and Qualifying Opportunities
Teaches opportunity record creation, linking to contacts and accounts, and qualification scoring. Ensures only viable deals enter the pipeline.
Lesson 2 • Moving Deals Through the Pipeline
Demonstrates drag-and-drop stage advancement, stage-change triggers, and deal velocity tracking. Builds the daily habit of keeping pipeline data current.
Lesson 3 • Defining Pipeline Stages
Covers how to create, name, and sequence pipeline stages aligned to a sales process. Provides the structural foundation for all opportunity tracking work.
Lesson 4 • Logging Activities Against Opportunities
Covers logging calls, emails, meetings, and tasks directly on opportunity records. Creates a complete interaction history that supports forecasting and coaching.
Lesson 5 • Pipeline Forecasting Basics
Introduces weighted and best-case forecast views and how to read pipeline summary reports. Prepares students for the advanced reporting chapter ahead.

Chapter 5See details

Email, Tasks, and Activity Tracking

Lesson 1 • Sending Emails from the CRM
Covers composing, sending, and tracking emails using CRM templates and merge fields. Enables personalized outreach at scale without leaving the platform.
Lesson 2 • Activity Feed and History Review
Explains how to read the activity timeline, filter by activity type, and use history for context before customer interactions. Builds situational awareness.
Lesson 3 • Connecting Email to the CRM
Explains email client integration, BCC logging, and two-way sync setup. Ensures every customer email is automatically captured on the correct record.
Lesson 4 • Calendar and Meeting Management
Integrates the CRM calendar with external calendar tools and covers meeting logging. Provides a unified schedule view tied to customer records.
Lesson 5 • Creating and Assigning Tasks
Teaches task creation, due dates, priority levels, and assignment to team members. Keeps follow-up commitments visible and accountable across the team.

Chapter 6See details

Automation and Workflow Configuration

Lesson 1 • Building Automated Email Sequences
Covers creating multi-step email sequences with delays, branching, and exit conditions. Directly automates the manual follow-up tasks covered in the previous chapter.
Lesson 2 • Testing and Monitoring Workflows
Covers workflow testing modes, execution logs, and performance monitoring dashboards. Ensures automations run correctly before affecting live customer data.
Lesson 3 • Automation Concepts and Triggers
Introduces trigger types including record creation, field change, and time-based events. Establishes the logic model students apply when building every workflow.
Lesson 4 • Task and Notification Automation
Teaches auto-creating tasks, assigning owners, and sending internal alerts based on workflow rules. Ensures no follow-up falls through the cracks.
Lesson 5 • Field Update and Record Automation
Explains automating field updates, record creation, and stage changes based on defined criteria. Reduces manual data entry and enforces process consistency.

Chapter 7See details

Reporting and Analytics in CRM

Lesson 1 • Building Custom Reports
Teaches selecting objects, adding fields, applying filters, and choosing chart types. Enables students to answer any business question with CRM data.
Lesson 2 • Building and Sharing Dashboards
Explains adding report components to dashboards, setting refresh schedules, and sharing with teams. Creates a live performance hub for managers and reps.
Lesson 3 • Grouping, Summarizing, and Sorting Data
Covers row grouping, summary functions like sum and average, and multi-level sorting. Transforms raw records into meaningful aggregated insights.
Lesson 4 • Scheduling and Exporting Reports
Covers automated report delivery via email, export formats, and access permissions. Ensures stakeholders receive accurate data without manual effort.
Lesson 5 • Standard Reports Overview
Surveys built-in report templates for sales, marketing, and support. Gives students a ready-to-use reporting toolkit before building custom reports.

Chapter 8See details

CRM Administration and Security

Lesson 1 • Backup, Recovery, and System Health
Explains scheduled data backups, sandbox environments, and system health monitoring. Prepares administrators to recover from data loss or configuration errors.
Lesson 2 • Role Hierarchy and Data Access
Explains role hierarchies, record ownership, and how visibility rolls up through the org chart. Ensures each user sees only the data appropriate to their role.
Lesson 3 • Field-Level and Object-Level Security
Teaches restricting access to specific fields and entire objects by profile. Protects sensitive customer and financial data from unauthorized viewing or editing.
Lesson 4 • Audit Trails and Compliance Settings
Covers field history tracking, login audit logs, and data retention policy configuration. Supports regulatory compliance and internal accountability requirements.
Lesson 5 • User Management and Profiles
Covers creating users, assigning profiles, and managing login credentials and licenses. Establishes the access control foundation for all security configurations.

Certification

Your valid completion certificate

This course is for you:

Sales Representative: wants to manage deals and customer interactions more systematically.
Marketing Coordinator: needs to run campaigns and track lead attribution inside one platform.
Small Business Owner: looking to replace scattered spreadsheets with a structured CRM system.
Career Changer: transitioning into tech or revenue operations and building foundational CRM skills.
Customer Support Specialist: aiming to handle cases, SLAs, and satisfaction tracking professionally.
Operations Analyst: responsible for CRM data quality, reporting accuracy, and process consistency.

What our students say

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...