CRM – How to get the most from CRM Data

The objective of this course is to teach salespeople how to clean, segment, maintain and manage their customer database so that it can become a productive lead generating tool for their business.

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About This Training Program

At its core, the key to being effective at this strategy is the professional’s ability to clean, organize and segment the CRM database in order to manipulate it for and targeted and perpetual campaigns that will cause their business to grow seamlessly.

What You Will Learn

  • How to correctly see the Database as your book of business
  • How to perform maintenance on the database
  • How to manipulate the data to run campaigns
  • How to spot opportunities

How Will This Training Be Applied

  • To execute Business Development activities
  • To execute Customer Relationship Management activities
  • To keep the CRM database pure & productive
  • To improve Customer Satisfaction, Profits and more

What You Can Expect

  • This course is self-paced.
  • This course may contain lessons that include a series of topics.
  • All topics must be completed before moving on to the next lesson.
  • Email notification will be sent when next lessons are accessible.
  • Upon successful completion of the entire course, the professional will receive a course badge, a certificate of completion, and CEU credits towards annual recertification.


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