Customer Relationship Management (CRM) 101 Workshop

UMSL Digital Certificate Marketing

JaNeice Giesler


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Instructor JaNeice Giesler

Course Dates

Friday, October 4, 2024

Course Times

9:00AM – 4:00PM

Certificate Hours

7 Hours


UMSL North Campus

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You will learn about the basics of CRM Strategy and work in real CRMs including HubSpot and Salesforce in a safe live classroom. We are limiting the size of the course up to 20 students for better engagement and safety. This will allow us to bring the best to you in the current circumstances. UMSL Digital is committed to creating a safe learning environment for our students.

Customer Relationship Management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers, as defined by In 2023, it is incredibly likely that a Customer Relationship Management (CRM) system like Salesforce, HubSpot, Microsoft Dynamics, Zoho, SugarCRM or one of many others is a part of your daily work life. A recent study by Buyer Zone found that 91% of companies with more than 11 employees now use CRM software. In 2020, overall CRM usage increased from 56% to 74% according to It is abundantly clear that marketers and business professionals rely on technology to reach the right consumers on a greater variety of communications channels than ever before. Tech advances have created growth venues for businesses but have also uncovered a high demand for professionals who understand the intersection between marketing, customer data and technology – and how to capitalize on the opportunity to improve customer relationships and ultimately grow your business.

Did you know that 4.2 million jobs will be created in the Salesforce ecosystem by 2024? In 2018, this was the third most in-demand technology skill. On average, jobs with Salesforce skills pay around $80,000 per year (Credit: Salesforce Career Paths).

Course Overview:

This intensive single-day course will provide a comprehensive overview of Customer Relationship Management (CRM), covering customer relationship marketing strategies, CRM software tools, and hands-on instruction to equip you with practical skills. Additionally, you’ll have the opportunity to earn a HubSpot CRM certification upon completion.

Who Should Sign Up for this Course:

This course is ideal for business professionals, marketers, sales executives, CRM administrators, and anyone seeking to enhance their CRM knowledge and skills in a condensed timeframe. Whether you’re new to CRM or looking to deepen your expertise, this workshop provides valuable insights and hands-on experience.

If you are looking for an introductory or intermediate workshop-style course on CRM, this is for you. Below is an outline to show you the topics that will be discussed in the course. Additionally, we will complete hands on training in 2 CRM systems – Salesforce and HubSpot.

Course Outline:

  1. Understanding CRM Fundamentals: Gain insights into CRM basics, its evolution, and its significance in modern business operations.
  2. Customer Relationship Marketing (CRM): Explore customer relationship marketing strategies focused on building strong customer relationships, personalized marketing, and retention.
  3. Hands-On CRM Software Training: Dive into leading CRM software platforms such as Salesforce, HubSpot, and/or Zoho CRM through practical exercises and demonstrations.
  4. Implementing CRM Strategies: Learn how to implement CRM strategies within organizations, including data management, integration, and analytics utilization.
  5. CRM Certification Preparation: Prepare for a CRM certification exam to validate your expertise in CRM concepts and software usage.

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