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Advanced CRM Analytics & Marketing Strategy
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Module 1
CRM Analytics Foundations
Mastering Key CRM Metrics
Define and calculate key CRM performance metrics including conversion rate, win rate, deal velocity, and sales cycle length.
CRM Data Quality and Integrity
Assess data quality in a CRM system and identify common data integrity issues.
Customer Segmentation: Demographics, Firmographics, and Behavior
Segment customers using demographic, firmographic, and behavioral criteria.
4
Sales Funnel Analysis: Pinpointing Conversion Bottlenecks
Interpret a sales funnel to identify conversion bottlenecks.
5
Calculating CLV from CRM Data
Calculate customer lifetime value (CLV) using a simple historical method from CRM records.
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