IT & Digital Transformation · Professional · Corporate
CDITD
CRM Database
IT & Digital Transformation
Professional level
10 Modules
40 Topics
Corporate
In-house or live virtual
Certification
Blue Ocean Academy certificate
CDITD
Choose your enrolment option
Tailored delivery for teams.
Talk to an Advisor
Blue Ocean AcademyCorporate training terms and scheduling policies apply
About the CDITD Program
A customer database is only useful when the data is clean, structured and used the same way by every team. The program covers CRM data models, record structure, data quality rules, segmentation, integration with marketing and service tools, reporting and privacy obligations. Participants learn to design fields that people actually complete, clean existing records and build reports leadership trusts. Delivered in-house or live virtual, using anonymized samples of your own customer data.
What You Will Learn
- Understand how CRM data models are structured
- Design records, fields and relationships that work
- Apply data quality rules to customer records
- Build segments for marketing and sales activity
- Implement import, deduplication and cleaning routines
- Evaluate integration options with other business systems
- Measure database health with clear indicators
- Design reports and dashboards for management
What you take away
Skills You'll Build
Data model design
Data quality control
Customer segmentation
CRM reporting
Core Topics
Who Is This Program For?
CRM administrators
Keep the database structured and clean
Sales operations teams
Give sales reliable customer information
Marketing executives
Build segments that reach the right people
IT support teams
Manage integrations and user access safely
Customer service teams
Find the full customer history quickly
Department heads
Trust the numbers in CRM reports
What's Included?
Delivered at your offices or live virtual for your team- Templates for field design, data standards and reports
- Practical exercises using sample customer data
- Blue Ocean Academy certificate of completion
Blue Ocean Academy
Corporate training terms and scheduling policies apply
Course Outline
- What CRM systems do
- Common platforms and differences
- Who owns the data
- The value of clean records
Every participant receives a Blue Ocean Academy certificate of completion
Choose How You Learn
Showcase Your IT & Digital Transformation Expertise
Every participant receives a Blue Ocean Academy certificate that can be verified by their employer. Corporate clients receive a completion report for the whole cohort.
Digital Certificate
Verifiable Credential
Professional Recognition
Cohort Completion Report
Corporate training
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