CRM Data Management and Quality Control Training Course
Course Overview
| Course Title | CRM Data Management and Quality Control Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | TBA |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview
This course equips participants with skills to manage CRM data effectively and maintain data quality for sales analytics and reporting. Learners will explore best practices for data governance, cleansing, integration, and monitoring to ensure reliable and actionable sales insights.
Duration
5 days
Target Audience
- CRM administrators and analysts
- Sales operations and enablement teams
- Data quality and governance professionals
- IT staff supporting CRM platforms
- Organizations aiming to improve CRM data accuracy and reliability
Organizational Impact
- Improved accuracy and reliability of CRM data
- Better decision-making based on clean datasets
- Reduced inefficiencies caused by duplicate or inaccurate data
- Stronger integration between CRM and analytics tools
Personal Impact
- Stronger data management and quality control skills
- Ability to maintain accurate and reliable sales data
- Improved use of CRM systems for reporting
- Greater confidence in providing data-driven insights
Course Objectives
- Understand CRM data management principles
- Apply techniques for data quality control
- Clean and transform CRM data for analytics
- Establish governance and validation frameworks
- Enhance reporting through high-quality data
Course Modules
Course Modules
Module 1: CRM Data Fundamentals
- Importance of CRM data in sales analytics
- Types of sales data captured in CRM systems
- Common CRM data challenges
- Principles of good data management
- Case Study: Identifying CRM data issues in a global sales team
Module 2: Data Quality Control Techniques
- Data validation and standardization
- Handling duplicates and incomplete entries
- Building automated data checks
- Establishing ownership for data quality
- Case Study: Implementing quality control in a CRM system
Module 3: Data Cleansing and Transformation
- Using Excel and Power Query for data cleansing
- Merging and de-duplicating datasets
- Normalizing fields and categories
- Preparing CRM data for dashboards
- Case Study: Cleaning a messy CRM dataset for reporting
Module 4: CRM Data Integration
- Connecting CRM with Excel and Power BI
- Automating data synchronization
- Managing multi-source data integration
- Ensuring security and compliance
- Case Study: Integrating CRM with a sales analytics dashboard
Module 5: Governance and Continuous Improvement
- Building data governance policies
- Monitoring data quality over time
- Training teams on CRM best practices
- Creating accountability for data accuracy
- Case Study: Establishing a long-term CRM governance framework
Course Administration
Methodology
This instructor-led training course is delivered using a blended learning approach comprising presentations, guided practical sessions, web-based tutorials, and group work.
Accreditation
Participants will receive a Tech For Development Certificate of Course Completion.
Training Venue
Held at the Tech For Development Training Centre.
Accommodation & Airport Transfer
Arranged upon request.
Email: letstalk@techfordevelopment.com
Phone: (+254) 790 824 179
Tailor-Made
Customised training available.
Payment
Send proof of payment to letstalk@techfordevelopment.com.
