// Skill
Learn CRM Management
Careers that need CRM Management
ShortcutNot sure if CRM Management is the right thing to learn next? Get a personalized roadmap based on your resume and target role.
Best courses to learn CRM Management
Hyperautomation with Salesforce Ecosystem
Hyperautomation represents the evolution beyond simple workflow automation into intelligent, enterprise-grade solutions. This advanced course equips Salesforce consultants and architects to design comprehensive hyperautomation strategies combining Flow, MuleSoft, Einstein AI, and RPA technologies. You'll master architecting intelligent automation landscapes that span departments and systems, creating self-optimizing processes that deliver measurable business outcomes. Through real-world case studies from Unilever, T-Mobile, and Schneider Electric, you'll learn proven patterns for scaling autom
All levels
Salesforce Agents: Building AI-Powered Automations
Mastering AI Automation with Salesforce Agents is an intermediate-level course designed for Salesforce professionals ready to transform their workflows with intelligent automation. In today's competitive landscape, organizations that leverage AI agents don't just improve efficiency—they fundamentally reshape how work gets done. This course equips you with strategic frameworks and practical skills to identify automation opportunities, implement Salesforce Agentforce solutions, and create comprehensive strategies that drive sustainable business value. Through real-world case studies including Wi
All levels
GenAI for Sales Ops: Automating Workflow Efficiency
This course is your practical, no-fluff guide to automating sales workflows with Zapier, Zapier Agents, and HubSpot CRM. You’ll start by mastering GenAI fundamentals, then dive into real-world automation strategies for data entry, contact management, and AI-powered lead enrichment. By the time we’re done, you’ll have built working automation systems that cut manual tasks by 50% and ensure 90% follow-up consistency. This course is designed for sales professionals, operations managers, small business owners, and business analysts who want to enhance their sales operations with AI-driven automa
All levels
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
All levels
ChatGPT for Salesforce Development
Updated in May 2025. This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. In this course, Salesforce developers and administrators will learn to leverage ChatGPT for enhanced productivity. -The course begins with an introduction to ChatGPT, covering account setup and navigation. -It progresses into practical applications, teaching you to create and automate Salesforce flows, simplifying complex tasks. -Advanced
All levels
Opportunity Management in Salesforce
The third course in the Salesforce Sales Operations Professional Certificate, Opportunity Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage opportunities and close sales deals in a real world business setting. This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would suppo
All levels
Dashboard Win Drivers
Understanding why deals are won is critical for improving sales performance. In this hands-on course, you will explore how to design and interpret dashboards that reveal the true drivers of win-rate. You’ll build a dashboard that visualizes sales outcomes by discount band, negotiation length, and AI-derived sentiment, then analyze those patterns to identify which factors matter most. Through guided walkthroughs, real-world examples, and non-technical hands-on activities, you’ll practice turning raw CRM and conversation data into insights sales leaders can act on. Designed for intermediate and
All levels
Salesforce CLM & CPQ: Streamlining Contract Operations
In today’s competitive business landscape, mastering Salesforce CLM (Contract Lifecycle Management) and CPQ (Configure, Price, Quote) is a game-changer. This course provides the essential knowledge and skills to optimize contract operations and pricing strategies using Salesforce’s robust capabilities. Through hands-on training, you’ll learn how to configure Salesforce for CLM and CPQ, enabling your team to streamline the entire contract lifecycle—from creation and negotiation to execution. Gain expertise in designing efficient pricing workflows and automating approval processes to ensu
All levels
Business Intelligence & Visualization
Learn how to transform marketing data into dashboards, reports, and visual stories that support better business decisions. In this course, you’ll build data models and KPI frameworks that connect marketing objectives to measurable outcomes while learning how to design dashboards that are accurate, visually clear, and useful for stakeholders. You’ll use Looker Studio and spreadsheet tools to create interactive reports that combine data from platforms such as GA4, Google Ads, and CRM exports. Along the way, you’ll learn dashboard design principles, data visualization best practices, and storyt
All levels
Query Your Data: SQL for the AI Era
Modern marketing analytics requires more than dashboards you need the ability to access and shape raw data. In Query Your Data: SQL for the AI Era, you’ll learn how to use SQL and AI tools together to extract, analyze, and validate marketing data across multiple sources. You’ll start by understanding how marketing data is structured across tables such as sessions, events, ads, and CRM records. You’ll learn how to use SQL joins to connect these sources and create campaign-level views that link ad spend to revenue outcomes. Rather than writing every query from scratch, you’ll focus on promptin
All levels
Build a CRM with Spreadsheet Automation
Build a complete CRM system with spreadsheet automation and VBA to manage customers, leads, dashboards, and workflows. Learn how to automate customer data, improve productivity, and create a practical CRM solution without complex software. This hands-on course teaches you how to design and develop a functional Customer Relationship Management system using spreadsheets and VBA. You will start by understanding CRM workflows, system structure, customer data management, and lead tracking before building key features step by step. The course covers VBA automation logic, reusable functions, data e
All levels
Salesforce Datacloud: Advanced Consulting Skills
This course is designed to equip you with the advanced consulting skills needed to confidently design and implement Salesforce Data Cloud solutions in real-world business environments. You’ll learn how to ingest and model data, create unified customer profiles through identity resolution, build meaningful segments, generate insights, and activate data across Salesforce and external systems. Each module blends practical concepts with consulting-focused thinking to help you communicate value to stakeholders, solve data challenges, and design scalable architectures. Through hands-on labs, guided
All levels
B2B Sales: Deal Closing And Customer Retention
This course helps learners close sales conversations with greater confidence while protecting long-term customer value. Learners explore practical closing techniques, coaching-led sales improvement, CRM strategy and customer-centric growth so they can move buyers towards agreement and maintain strong relationships after the deal is won. The course begins with proven sales techniques for guiding buyer conversations towards commitment. Learners then explore advanced closing, coaching and challenge-based approaches that help sales professionals improve performance, strengthen confidence and hand
All levels
Channel & Performance Analysis
Develop the analytical skills needed to evaluate marketing performance across paid media, SEO, and CRM channels. In this course, you’ll learn how to analyze campaign efficiency, identify performance bottlenecks, and connect marketing activity to customer engagement and conversion outcomes. You’ll explore paid media analytics using metrics such as ROAS, CPA, and conversion trends while learning how to identify high-performing audience segments and inefficient spend. You’ll also work with SEO analytics data from platforms like Google Search Console to evaluate search visibility, traffic trends
All levels
Customer Service Fundamentals
Launch your career in customer service, no degree required! This course prepares you for high-demand roles across industries by building essential communication, problem-solving, and empathy skills. Get job-ready for roles like Customer Service Specialist, Help Desk Agent, and Support Associate through interactive training and real-world simulations. You’ll Learn How To: • Communicate with clarity and empathy • Resolve customer issues using structured methods • Apply service standards and use ticketing systems • Navigate call flows and CRM tools • Demonstrate traits that drive success Cour
All levels
Get Ready to Sell: Guided Projects and Portfolio Development
Get Ready to Sell: Guided Projects and Portfolio development (Capstone) helps you put your sales learning into action. You will build a strong sales portfolio, prepare for real interviews, and work on a guided project inside a simulated company. You will also get hands-on experience with sales documentation and Zoho CRM tools. By the end of this course, you will be able to: — Build and present a sales portfolio — Prepare confidently for sales interviews — Practice real-world sales tasks through a guided project — Use Zoho CRM for managing deals, tasks, and analytics
All levels
Sync CRM & ESP
Master the art of seamless customer data integration and turn your CRM into an email marketing powerhouse. This Short Course was created to help marketing professionals accomplish unified customer relationship management across email platforms. By completing this course, you'll be able to eliminate data silos, create dynamic customer segments, and leverage engagement analytics to drive meaningful business results. By the end of this course, you will be able to: Update and segment CRM lists ensuring accurate lifecycle tagging and targeted messaging Use CRM analytics to identify engagement dro
All levels
Salesforce Interview Mastery: Questions, Scenarios, and Expert Answers
A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This comprehensive course prepares you for Salesforce interviews, focusing on key topics like Salesforce objects, relationships, profiles, roles, and Apex programming. You'll gain in-depth knowledge of Master-Detail and Lookup relationships, how to use role hierarchies and permission sets, and the intricacies of data security in Salesforce. The course also provides expert insights into job preparation, resu
All levels
Design Impactful Dashboards: Visualize and Evaluate Data
This beginner course builds sophisticated dashboard design capabilities for market research professionals who want to move beyond basic charts and create analytical tools that drive business decisions. You will master the critical, often-overlooked techniques of usability testing to ensure your dashboards are not just visually appealing but also intuitive and actionable for your audience. You will also learn to create powerful, multi-source dashboards by integrating data from disparate platforms like CRM, web analytics, and marketing systems into a single, unified view of business performance.
All levels
HubSpot Sales Hub Software Certification
Free certification on running a sales process in HubSpot — pipelines, sequences, deal management, and reporting.
Intermediate
HubSpot Service Hub Software Certification
Free certification on delighting customers at scale — ticketing, knowledge base, feedback surveys, and success workflows.
Intermediate