CRM Specialist - Focus on Data Analysis & Salesforce

Course overview

CRM with a focus on specialist and deepening in data analysis & Salesforce 1. Introduction to CRM Systems and Data Analysis: Definition and significance of CRM systems, overview of various CRM software solutions, basics of data analysis in the CRM context 2. Using Salesforce for CRM Data Management: Setting up and customizing Salesforce for specific business needs, data import and export in Salesforce, best practices for data maintenance and quality in Salesforce 3. Analytical Methods for Customer Data Analysis: Introduction to statistical methods for data analysis, using Salesforce Reports and Dashboards for data analysis, identifying trends and patterns in customer data 4. Practical Application of Salesforce Analytics: Creating and customizing dashboards for various stakeholders, applying Salesforce Einstein Analytics for deeper insights, case studies on the implementation of analytics in companies 5. Advanced Data Analysis and Segmentation: Techniques for customer segmentation based on data analysis, using predictive analytics to forecast customer behavior, integrating external data sources into Salesforce to enhance analysis 6. KPIs and Success Metrics in CRM: Definition and selection of relevant KPIs for CRM strategies, methods for measuring the success of CRM activities, optimizing sales processes based on KPI analyses 7. Practical Project: Implementation of a CRM Data Analysis: Developing a personal project for data analysis in Salesforce, presenting results and strategies for improvement, feedback session for optimizing analysis approaches 8. Transfer and Reflection of CRM Data Analysis Skills: Creating a personal development plan for continuous improvement, discussing lessons learned from case studies and projects, recognizing future trends in CRM and data analysis

Upcoming dates

• 2026-08-09T22:00:00.000Z · 2027-03-18T23:00:00.000Z · Berlin · Combined Learning
• 2026-08-10T22:00:00.000Z · 2027-09-30T22:00:00.000Z · Berlin · Combined Learning
• 2026-08-12T22:00:00.000Z · 2027-10-03T22:00:00.000Z · Aitrach · Combined Learning
• 2026-08-12T22:00:00.000Z · 2027-10-03T22:00:00.000Z · Hamburg · Combined Learning
• 2026-08-16T22:00:00.000Z · 2027-03-25T23:00:00.000Z · Aitrach · Combined Learning