CRM Mastery
Achieving deep proficiency in CRM platforms to manage sales pipelines, automate marketing, track customer interactions, and generate actionable business reports.
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Why It Matters
AI features embedded in CRMs—lead scoring, predictive analytics, automated outreach—only deliver value when the CRM is properly configured and fully adopted; mastery ensures organizations actually realize their AI investment.
How to Get Started
Earn the Salesforce Administrator certification or HubSpot Solutions Architect certification, then build a complete CRM implementation for a small business including pipelines, automations, and custom reports.
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