Certified Ekasi Customer Relationship Management Technician

Certified Ekasi Customer Relationship Management Technician

Marketing and Sales Beginner

Certified Ekasi Customer Relationship Management Technician

Focus on the technical and strategic use of CRM systems to improve customer acquisition, retention, and satisfaction. This course covers CRM software, data management, and automating customer lifecycle marketing.

Course Description

Focus on the technical and strategic use of CRM systems to improve customer acquisition, retention, and satisfaction. This course covers CRM software, data management, and automating customer lifecycle marketing.

Learning Outcomes

Ability to configure and customize a CRM system|Skills to segment customers and manage data|Competence in automating marketing and sales workflows|Proficiency in reporting on customer metrics and ROI

Target Audience

Sales administrators|Marketing specialists|Small business owners|Customer service representatives

8 Modules

0 Lessons

12h 40m

What CRM is and is not, customer lifecycle management, the business case for CRM, and aligning CRM strategy with sales and marketing objectives.

No lessons in this module yet.

Data quality principles, contact and account data models, segmentation strategies, data import/export procedures, and GDPR data hygiene requirements.

No lessons in this module yet.

Setting up and configuring a CRM (HubSpot or Salesforce), customising objects and fields, managing user access and permissions, and system integration basics.

No lessons in this module yet.

Building and customising a sales pipeline, managing deals through stages, activity tracking, and generating sales reports and dashboards.

No lessons in this module yet.

Building email sequences, lead scoring, workflow automation, automated follow-up triggers, and integrating CRM with marketing tools.

No lessons in this module yet.

Setting up a ticketing system, managing support queues, tracking customer issue resolution, and using CRM for customer satisfaction surveys.

No lessons in this module yet.

Building custom dashboards, key CRM metrics (pipeline coverage, win rate, customer LTV, churn rate), and presenting CRM insights to management.

No lessons in this module yet.

Planning a CRM implementation, managing data migration, training users, measuring adoption, and troubleshooting common CRM challenges.

No lessons in this module yet.

Vocational Training Course

Certificate included

25 hours content

Downloadable resources

Mobile access

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Practical skills guarantee

Course Details

Duration 25 hours

Skill Level Beginner

Learning Method Self Study

Category Marketing and Sales

Modules 8

Total Lessons 0

Last Updated August 2025

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