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