Profession CRM-marketer

This is a practical course, after which you will be able to choose the most convenient CRM-system for you and implement an auto-funnel.

Course Program

BLOCK 1. Introduction to CRM-marketing
Key indicators in CRM-analytics.
Key components of CRM-strategy.
Conducting an audit: Interviews with key employees.
How to find customers and retain them. Basics of segmentation.
Methods of customer research. Analyzing website traffic. Mystery shopping. In-depth customer interviews.
Consumer Journey Map – summarize all data into one map.

BLOCK 2: Implementing a CRM-system
What CRM-systems are and why they are needed
Goal Setting. Implementation Algorithm: Defining goals.
Implementation algorithm: Audit of business processes and formation of the future system.
Overview of the main CRM-systems, their advantages and disadvantages.
Implementation algorithm: Integration of CRM-systems. Fundamentals.
Implementation algorithm: Training of employees and manager. Motivation.
Getting acquainted with AmoCRM
Step-by-step customization of AmoCRM
Terms of Reference (ToR) for CRM-platform implementation

BLOCK 3: Useful CRM extensions
Integration with website, social networks and accounting systems
Integration with chatbots and email clients.
Integration with API-telephony.
Integration with telephony. Voice screening and voice calls, hyperskript (analogs).
Retargeting in Instagram and Facebook.
Remarketing in Google AdWords
A/B-testing and analyzing the results
Legal subtleties of working with personal data.

BLOCK 4: Sales Funnel
Digital/automated sales funnel.
Email marketing. Lead magnet and tripwire. How not to get spammed.
Direct channels of customer communication. Profit maximizers and the return path.
Retargeting and remarketing. Combined auto-funnels. Case studies.
Cross-cutting analytics on the sales funnel.
Setting up retargeting and remarketing using social networks, Google.

Block 5: Product Matrix
Setting up product line in CRM and product loyalty program in CRM.
Product analytics in CRM. Case studies.

BLOCK 6. Working with client base
Customer base segmentation and loyalty program.
Creating trigger mailings. Knowledge of the main tools for mailing list management – MindBox, MailChimp and others.
Screencast: How to set up a system of autolinks through Mail Chimp.
Analytics of mailings (email, sms, messangers).

BLOCK 7: Multichannel.
Multichannel: basics. Consideration of the main channels: SMS + push notifications, messengers, online chats, chatbots, telephony.
Channel prioritization, testing.
Designing a communication map.

BLOCK 8. CRM-strategy development
CRM-strategy – the company’s sales book. A complete guide to compiling. Loyalty programs.
Evaluating the effectiveness of CRM system implementation.
How to make a resume CRM manager and where to find a job freelancer and in the corporation. What positions (salary + motivation) are in demand in terms of CRM-technology.