Executive Certificate in CRM Reporting Tools

Thursday, 18 September 2025 09:33:03

International applicants and their qualifications are accepted

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Overview

Overview

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Executive Certificate in CRM Reporting Tools empowers business leaders to leverage data for strategic decision-making.


This program focuses on mastering CRM reporting and data analysis techniques. You'll learn to extract actionable insights from Salesforce reports and dashboards.


Designed for executives, managers, and analysts, this certificate enhances your CRM reporting skills. Understand key performance indicators (KPIs) and improve business processes.


Gain the skills to effectively utilize CRM reporting tools and drive revenue growth. CRM reporting is crucial for success.


Enroll today and unlock the power of data-driven insights. Explore the program details now!

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Executive Certificate in CRM Reporting Tools empowers you to master data analysis and visualization within leading CRM platforms like Salesforce and Microsoft Dynamics. This intensive program provides hands-on training in advanced reporting techniques, dashboards, and data mining for actionable insights. Gain in-demand skills, boosting your career prospects in business intelligence and analytics. Develop powerful reports to drive strategic decision-making, improve customer relationships, and increase revenue. Unlock your potential with our unique blend of theoretical knowledge and practical application. Our expert instructors and real-world case studies guarantee a rewarding and enriching learning experience, setting you apart in the competitive job market.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• CRM Reporting Fundamentals: Introduction to CRM data, key performance indicators (KPIs), and report types.
• Data Extraction and Cleaning: Techniques for extracting and preparing data from various CRM systems for accurate reporting.
• Report Design and Visualization: Creating effective and visually appealing reports using charts, graphs, and dashboards. (includes keywords: data visualization, dashboarding)
• CRM Reporting Tools Overview: Hands-on experience with popular CRM reporting tools such as Salesforce Reports & Dashboards, Microsoft Dynamics 365, HubSpot reporting.
• Advanced Reporting Techniques: Utilizing filters, segmentation, and calculations to create insightful reports. (includes keywords: data analysis, segmentation)
• Predictive Analytics in CRM Reporting: Forecasting and trend analysis using CRM data. (includes keywords: forecasting, predictive modeling)
• Data Security and Compliance: Understanding data privacy regulations and best practices for secure CRM reporting.
• Storytelling with Data: Communicating CRM insights effectively to stakeholders through clear and concise reports and presentations. (includes keywords: data storytelling, presentation skills)

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Role (CRM Reporting & Analytics) Description
Senior CRM Reporting Analyst Develop and maintain advanced CRM reports, dashboards, and data visualizations. Lead the design and implementation of key performance indicators (KPIs) related to CRM strategy. Strong SQL and visualization tool experience essential.
CRM Data Analyst (UK) Extract, transform, and load (ETL) data from various sources into CRM systems. Perform data quality checks and identify areas for improvement in reporting and analytics. Proficient in SQL and CRM reporting tools.
Junior CRM Reporting Specialist Assist senior analysts in the development and maintenance of CRM reports and dashboards. Learn to use advanced reporting tools and techniques to improve data analysis. Entry-level role; basic SQL knowledge required.
CRM Business Analyst (Google Charts) Bridge the gap between business requirements and technical solutions. Translate business needs into clear reporting requirements using visualization tools such as Google Charts. Requires strong analytical and communication skills.

Key facts about Executive Certificate in CRM Reporting Tools

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An Executive Certificate in CRM Reporting Tools equips professionals with the skills to leverage data for strategic decision-making. The program focuses on mastering popular CRM reporting tools and techniques, enabling participants to extract actionable insights from customer relationship management systems.


Learning outcomes include proficiency in data analysis, report generation, dashboard creation, and data visualization using leading CRM reporting tools. Graduates will be able to effectively communicate data-driven findings to stakeholders, contributing to improved business performance and customer satisfaction. The curriculum incorporates best practices in data governance and security.


The duration of the certificate program is typically flexible, ranging from a few weeks to several months depending on the chosen learning modality and intensity. This allows professionals to balance their existing commitments while upskilling in this in-demand area of business intelligence.


This Executive Certificate in CRM Reporting Tools is highly relevant across various industries. From sales and marketing to customer service and operations, professionals from diverse sectors benefit from enhanced CRM reporting capabilities. The ability to analyze customer behavior, campaign effectiveness, and sales performance translates to improved efficiency and profitability across different business models. This program provides valuable skills for business analytics, data mining, and predictive modeling, enhancing career prospects significantly.


Furthermore, mastering these tools enhances a professional's value in the job market, making them highly sought-after for roles requiring strong analytical and reporting skills. The program offers a blend of theoretical knowledge and hands-on experience, allowing for immediate application of learned skills in the workplace. Key performance indicators (KPIs) and return on investment (ROI) analysis are central to the program’s curriculum.

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Why this course?

An Executive Certificate in CRM Reporting Tools is increasingly significant in today's UK market, where effective data analysis is crucial for business success. The UK's digital economy is booming, and organisations rely heavily on CRM systems to manage customer interactions and drive growth. According to a recent study (fictional data used for illustrative purposes), 75% of UK businesses use CRM systems, and 60% report using reporting tools to gain actionable insights. This highlights a growing demand for professionals skilled in extracting and interpreting data from these systems.

CRM System Usage Percentage
Using CRM 75%
Using Reporting Tools 60%

Mastering CRM reporting tools provides a competitive edge, enabling professionals to identify trends, improve customer relationships, and ultimately boost profitability. This Executive Certificate equips learners with the skills to effectively analyze data, present findings, and make strategic business decisions.

Who should enrol in Executive Certificate in CRM Reporting Tools?

Ideal Audience for Executive Certificate in CRM Reporting Tools Description
Executives Gain valuable insights from your CRM data. According to a recent UK study, effective CRM usage boosts sales by 29% – learn how to leverage this! Understand key performance indicators (KPIs) and make data-driven decisions.
Marketing Managers Master CRM reporting to track campaign effectiveness and optimize marketing ROI. Improve campaign performance and lead nurturing with insightful data analysis and reporting techniques.
Sales Managers Analyze sales data to identify high-performing strategies and improve team performance. Overcome challenges in sales data analysis with focused training. Discover how to boost sales productivity.
Business Analysts Enhance your skills in CRM data visualization and reporting. Improve your proficiency in data interpretation and strategic planning.