Certified Executive™ Business Automation & AI/CRM
AUT-E-02

CRM Fundamentals for Business

2 weeks • 8–10 hours

Build practical, course-specific capability in CRM setup, pipeline basics through a complete workflow for CRM Fundamentals for Business. The learner produces reviewable evidence, applies quality controls, and finishes with a repeatable operating system appropriate to Level 1.

₹6,499 ₹12,999 50% OFF
You save ₹6,500 on enrollment
Create Account & Enroll Already have an account? Login
100% Verified Dynamic UPI QR Connected

What You Will Achieve

Develop CRM setup, pipeline basics

CURRICULUM

Course Roadmap

20 lessons
M1

Context, Diagnosis & Foundations

For CRM Fundamentals for Business, scope the function for CRM setup, pipeline basics, then identify stakeholders and inputs, establish a measurable baseline, and document assumptions and constraints.

▶ CRM Fundamentals for Business — Context, Diagnosis & Foundations: Scope and decision context
▶ CRM Fundamentals for Business — Context, Diagnosis & Foundations: Stakeholder, evidence and inputs
▶ CRM Fundamentals for Business — Context, Diagnosis & Foundations: Applied workflow for CRM setup, pipeline basics
▶ CRM Fundamentals for Business — Context, Diagnosis & Foundations: Quality review, exceptions and handoff
4 lessons
M2

Method, Planning & Workflow Design

For CRM Fundamentals for Business, select an appropriate method for CRM setup, pipeline basics, then translate objectives into a workflow, define controls and decision points, and prepare reusable templates and documentation.

▶ CRM Fundamentals for Business — Method, Planning & Workflow Design: Scope and decision context
▶ CRM Fundamentals for Business — Method, Planning & Workflow Design: Stakeholder, evidence and inputs
▶ CRM Fundamentals for Business — Method, Planning & Workflow Design: Applied workflow for CRM setup, pipeline basics
▶ CRM Fundamentals for Business — Method, Planning & Workflow Design: Quality review, exceptions and handoff
4 lessons
M3

Execution & Practical Delivery

For CRM Fundamentals for Business, perform the core workflow end-to-end for CRM setup, pipeline basics, then produce professional evidence, handle common exceptions, and apply quality checks before handoff.

▶ CRM Fundamentals for Business — Execution & Practical Delivery: Scope and decision context
▶ CRM Fundamentals for Business — Execution & Practical Delivery: Stakeholder, evidence and inputs
▶ CRM Fundamentals for Business — Execution & Practical Delivery: Applied workflow for CRM setup, pipeline basics
▶ CRM Fundamentals for Business — Execution & Practical Delivery: Quality review, exceptions and handoff
4 lessons
M4

Measurement, Optimization & Governance

For CRM Fundamentals for Business, define useful KPIs for CRM setup, pipeline basics, then inspect quality and performance, diagnose failure points, and improve the workflow without losing control.

▶ CRM Fundamentals for Business — Measurement, Optimization & Governance: Scope and decision context
▶ CRM Fundamentals for Business — Measurement, Optimization & Governance: Stakeholder, evidence and inputs
▶ CRM Fundamentals for Business — Measurement, Optimization & Governance: Applied workflow for CRM setup, pipeline basics
▶ CRM Fundamentals for Business — Measurement, Optimization & Governance: Quality review, exceptions and handoff
4 lessons
M5

Integrated System & Capstone

For CRM Fundamentals for Business, connect the course outputs into one operating system for CRM setup, pipeline basics, then document ownership and repeatability, validate the system against a realistic case, and prepare a portfolio-ready evidence pack.

▶ CRM Fundamentals for Business — Integrated System & Capstone: Scope and decision context
▶ CRM Fundamentals for Business — Integrated System & Capstone: Stakeholder, evidence and inputs
▶ CRM Fundamentals for Business — Integrated System & Capstone: Applied workflow for CRM setup, pipeline basics
▶ CRM Fundamentals for Business — Integrated System & Capstone: Quality review, exceptions and handoff
4 lessons