CRM Analytics Bootcamp

Join the CRM Analytics Bootcamp to acquire advanced skills in reporting and analytics.

Discover how to unlock the full potential of CRM Analytics by gaining expertise in deriving insights, data-driven decision-making, and strategic optimization. Learn to analyze campaign performance, identify trends, and enhance marketing strategies through interactive sessions. Whether you’re new to the field or a seasoned professional, this workshop is your key to mastering CRM Analytics for significant business advancement.

This class meets twice a week for (3) weeks. Each class runs for (2) hours. Access to CRM Analytics/B2B Marketing Analytics is required.

(Discounts available for nonprofits. Reach out to [email protected] for more information.)

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  • Marketing or Administrative access to Account Engagement and Salesforce

  • A working camera and mic to participate through Zoom video chat

  • Willingness to learn and participate

  • We recommend students plan to commit a minimum 6-7 hours a week to this course including the scheduled two-hour sessions twice per week and a recommended two hours of self-paced learning

Upcoming Course Dates:

  • Mondays and Wednesdays, February 12 – Feb 28

  • Mondays and Thursdays, June 17 – July 11

All classes are from 12pm – 2pm ET.

Course Outline:

  • Lesson One:

    • Goal Setting for Analytics
  • Lesson Two:

    • Basic Data Modeling and Harmonization with Salesforce Objects
  • Lesson Three:

    • Custom Data Modeling and Data Manipulation in Data Manager
  • Lesson Four:

    • CRM Analytics Lens design
  • Lesson Five:

    • CRM Analytics Dashboard Design
  • Lesson Six:

    • Advanced Data Transformation and Design

Ready to level up?

Sign Up Now