Business Operations & Scaling
CRM and Data Management
Deploy CRM systems and data management practices that organize contacts, track deals, and drive informed business decisions.
advanced10 hours3 tracks
Prerequisites
- •AOS063
- •AOS068
Learning Tracks
CRM Pipeline Design, Lead Attribution & Data Segmentation
Design repeatable systems and operating cadence for CRM and Data Management
45 minadvanced
Lead Follow-Up Systems, CRM Reporting & Workflow Automation
Run CRM and Data Management effectively with continuous improvement loops
60 minadvanced
Data Governance, Privacy Regulations & Breach Prevention
Manage operational and regulatory risk in CRM and Data Management
75 minadvancedMembers Only