Tools: HubSpot CRM, Zoho CRM, Salesforce Theory Understanding the customer journey Why many organizations underuse CRM systems Case Study A sales team losing leads due to poor follow-up How CRM structure improved conversion and accountability Practical Managing contacts, leads, and pipelines Tracking customer interactions and basic reporting.
Theory: Customer lifecycle, lead generation & nurturing. Case Study: <How HubSpot CRM improved sales conversions for a retail business.î Practical: HubSpot / Zoho CRM 3 Adding leads & tracking pipeline. Lead Generation Tools (LinkedIn, Apollo.io basics). Mailchimp / Brevo 3 Creating a simple campaign. WhatsApp Business 3 Customer engagement.
Theory: Future of work 3 why automation matters. Case Study: <How Zapier saved 10+ hours weekly by automating reporting.î Practical: AI Tools (ChatGPT, MS Copilot, Gemini) 3 Summaries, reports. Grammarly 3 Writing improvement. Zapier / Make 3 Simple workflow automation (e.g., auto-send form responses to Sheets).
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