CRM Admin 101
Foundations of CRM Architecture, Governance, and Revenue Systems. Learn to architect CRM systems, build reliable automation, maintain reporting integrity, and operate as a trusted RevOps operator.
8 SECTIONS
17 LESSONS
CURRICULUM
What a CRM Really Is
CRM vs Marketing Tools vs ERP
CRM Objects & Data Models
Lifecycle Stages
Pipeline Design
Data Entry Discipline
Workflow Fundamentals
Common Automation Patterns
Error Handling & Observability
Core Revenue Reports
Data Integrity Audits
Roles & Access Control
Change Management
API & Sync Fundamentals
Tool Rationalization
CRM Admin Discipline Standards
From CRM User to Revenue Systems Architect
Included with Membership
Sections8
Lessons17
Resources0
REFERENCE
New to the vocabulary? The RevOps glossary defines every term used in this course — free, no account needed.