CRM Analytics Fundamentals
CRM data holds the full story of how leads become customers, but most teams only track surface level metrics. In this course, you’ll learn how to analyze CRM data to understand lead progression, identify revenue bottlenecks, and improve customer engagement. You’ll begin by exploring the customer lifecycle, from new leads to closed deals, and learn how to measure conversion rates between each stage. Using real-world pipeline data, you’ll identify where leads drop off and calculate the true impact of those losses. You’ll also learn how to measure pipeline velocity to uncover hidden process inef
Skills you'll learn
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