Description
Course Name: Diploma in CRM & Sales Automation
Course Id: DCRMSA/Q1001
Eligibility: 10+2(higher Secondary) or equivalent.
Objective: The Diploma in CRM & Sales Automation is designed to prepare students for modern sales and customer relationship management roles by integrating business knowledge with digital CRM platforms and automation tools. The course focuses on improving customer engagement, sales efficiency, and data-driven decision-making in business environments.
Duration: Six Months.
How to Enroll and Get Certified in Your Chosen Course:
Step 1: Choose the course you wish to get certified in.
Step 2: Click on the “Enroll Now” button.
Step 3: Proceed with the enrollment process.
Step 4: Enter your billing details and continue to course fee payment.
Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.
Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.
Step 7: Once you complete the course, take the online examination.
Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.
Step 9: After certification, you will be offered job opportunities aligned with your area of interest.
Online Examination Detail:
Duration- 120 minutes.
No. of Questions- 60. (Multiple Choice Questions).
10 Questions from each module, each carry 10 marks.
Maximum Marks- 600, Passing Marks- 40%.
There is no negative marking in this module.
| How Students will be Graded: | ||
| S.No. | Marks | Grade |
| 1 | 91-100 | O (Outstanding) |
| 2 | 81-90 | A+ (Excellent) |
| 3 | 71-80 | A (Very Good) |
| 4 | 61-70 | B (Good) |
| 5 | 51-60 | C (Average) |
| 6 | 41-50 | P (Pass) |
| 7 | 0-40 | F (Fail) |
Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:
Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.
Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.
Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.
Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.
Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.
Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.
Syllabus
Module 1: Fundamentals of CRM & Sales Automation: Introduction to Customer Relationship Management (CRM), Principles of Sales Management, CRM Business Processes, Customer Lifecycle Management, Sales Funnel Fundamentals, Customer-Centric Business Strategies, CRM Metrics and Key Performance Indicators (KPIs), Business Ethics and Professional Conduct, Data Privacy and Customer Information Management, Emerging Trends in CRM
Module 2: CRM Systems and Customer Data Management: CRM Software Fundamentals, Customer Database Management, Lead Capture and Lead Management, Contact and Account Management, Customer Segmentation Techniques, Opportunity Management, Customer Communication Tracking, Sales Pipeline Management, CRM Customization Basics, Customer Data Quality Management
Module 3: Sales Automation and Lead Management: Sales Automation Fundamentals, Workflow Automation, Lead Qualification and Scoring, Sales Forecasting Techniques, Quotation and Proposal Management, Task and Activity Automation, Follow-Up Automation, Email and Communication Automation, Customer Journey Automation, Sales Performance Monitoring
Module 4: Marketing Integration and Customer Engagement: CRM and Marketing Automation Integration, Email Marketing Campaigns, Customer Engagement Strategies, Social Media CRM, Customer Support Integration, Customer Feedback Management, Cross-Selling and Upselling Techniques, Customer Retention Strategies, AI Chatbots and Virtual Assistants, Omnichannel Customer Experience
Module 5: Analytics, Reporting and Artificial Intelligence: CRM Dashboards and Reports, Sales Analytics, Customer Analytics, Business Intelligence for CRM, Artificial Intelligence in CRM, Predictive Sales Analytics, Performance Measurement and KPIs, Data Visualization Techniques, Revenue Forecasting, Continuous Process Improvement
Module 6: Strategic CRM Management and Professional Practice: CRM Strategy Development, Customer Success Management, Change Management in CRM Implementation, Project Management for CRM Systems, Leadership and Team Management, Legal Compliance and Data Governance, Future Trends in CRM and Sales Automation, Capstone Project in CRM & Sales Automation, Career Development and Industry Best Practices, Digital Transformation in Customer Relationship Management
