CRM Management Specialist With BI Course
Master the full intersection of CRM management and Business Intelligence to become the data-driven professional every organisation needs. This course takes you from CRM architecture and data quality through advanced analytics, dashboard design, and AI-assisted insights. You will graduate ready to lead CRM strategy, optimise sales pipelines, and deliver BI reports that drive real business decisions.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This course covers every critical layer of CRM and BI, starting with system architecture, data governance, and privacy compliance. You will learn how to segment customers using RFM analysis and CLV modelling, then apply those segments to targeted marketing automation campaigns. Sales pipeline design, revenue forecasting, and bottleneck analysis are covered in depth so you can directly impact conversion rates. You will build KPI dashboards, write custom metrics, and present insights to executive audiences with confidence. Advanced modules introduce predictive analytics, AI-assisted CRM features, and optimisation roadmap planning to keep your skills ahead of the curve.
Elevify advantages
Develop skills
- CRM Data Management: Build and maintain clean, segmented customer datasets that power accurate BI reporting.
- Sales Pipeline Analysis: Design pipeline stages and forecast revenue using CRM opportunity data.
- BI Dashboard Construction: Create executive-ready KPI dashboards connected directly to CRM data sources.
- Marketing Automation Strategy: Configure trigger-based campaigns and measure ROI through CRM-integrated analytics.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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