CRM Analytics Bootcamp
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Overview
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This course enables you to turn CRM reports into real, actionable insights, that you can use to solve your most pressing business questions.
Through hands-on sessions, you’ll gain wizard-level expertise in shaping data into sweet business success. Whether you’re starting out or are a seasoned expert looking to max out your potential, we’ve cooked up advanced training that suits your taste. We’ll unlock analytics skills to help you own campaign performance, spot trends like a data detective, and give marketing strategies serious WOW-power.
This CRM Analytics Bootcamp is intended for: B2B Marketing Analytics users, junior data scientists, marketing analysts, Account Engagement admins, Account Engagement users, marketing managers, and marketing operation managers who want to go beyond the capabilities of B2B Marketing Analytics and want to create more dynamic reports/dashboards to answer specific data-driven business questions.
Note: We offer discounts to non-profits and educational institutions on our bootcamps. Please get in touch with us for the next steps.
Have questions first? Ping us at [email protected]
Course Info
- Lesson One: Goal Setting for Analytics
- Lesson Two: Basic Data Modeling and Harmonization with Salesforce Objects
- Lesson Three: Custom Data Modeling and Data Manipulation in Data Manager
- Lesson Four: CRM Analytics Lens design
- Lesson Five: CRM Analytics Dashboard Design
- Lesson Six: Advanced Data Transformation and Design
- You will need access to B2B Marketing Analytics or CRM Analytics to participate in the course
- Access to the platforms listed above requires access to the Salesforce and Account Engagement datasets
- Salesforce administrative access (or equivalent) is ideal
- Account Engagement administrative access (or higher) is ideal
- B2B Marketing Analytics access with manage CRM Analytics templated apps and Create B2B Marketing Analytics Apps permission sets is ideal
- Access to the platforms listed above requires access to the Salesforce and Account Engagement datasets
- A working camera and mic to participate through Zoom video chat
- Willingness to learn and participate
- We recommend students plan to commit a minimum 5-6 hours a week to this course including the scheduled two-hour sessions twice per week and a recommended two hours of self-paced learning
- 4-hour class time commitment
- 1-hour exercise time commitment
- Contact [email protected] if you are interested in CRM Analytics training.
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Excited to join us? We’re thrilled to have you! Simply fill out this form, and we’ll notify you as soon as registration opens. Don't miss your chance to secure a spot in the course.
Have questions first? Ping us at [email protected].
Sounds great! I’m in!
We can’t wait to see you there. All you need to do now is make sure you meet the course requirements and fill out this form.
Have questions first? Ping us at [email protected].
Let's move beyond the surface and uncover insights that drive real impact. Get ready to transition from reporting to strategic analysis – it's where the real magic happens."
Q&A Time: Getting started with bootcamp training
You’re probably wondering these things about Salesforce training. So here you go.
How much does this bootcamp cost?
Seats for this bootcamp start at $2,400 USD per seat unless otherwise stated on this page due to a special promotion. We offer special pricing to nonprofits and educational institutions. If you are looking for group training or more tailored training, please review our private training page.
What is the duration of this bootcamp?
Depending on student participation, each training session during the bootcamp normally runs for 2 hours. This bootcamp has 2 sessions per week.
Is there a prerequisite for enrolling in this bootcamp?
All prerequisites for this bootcamp are listed in the prerequisite section of this page. It is expected that students will have their account to run training in.
Do you offer support outside of this bootcamp?
You can connect with your instructor regarding questions you may have during the bootcamp sessions. If you or your team have further needs, please contact us for other support options.
Who can I contact if I have more questions about this bootcamp?
If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!
