CRM Administrator Essentials: 7 Courses Salesforce

Global Courses

Certificate of completion

Digital certificate - Included

Final Exam

Included in course price

Assignment

Included in course price

The CRM Administrator Essentials bundle provides end-to-end knowledge for managing customer data, building dashboards, and improving client relationships through effective CRM strategies. Each module develops a different skill required for a successful administrative career.

Customer Relationship Management (CRM) introduces the principles of customer lifecycle management, segmentation, and retention—core concepts behind all CRM systems.

Salesforce CRM Administration focuses on configuration, permissions, and workflow automation, giving you practical hands-on skills with the world’s leading CRM platform.

Data Management and Reporting teaches database organisation, report building, and analytics—critical for generating insights in any CRM environment.

Business Management Level 7 Advanced Diploma enhances strategic thinking and process improvement skills for managing teams and scaling CRM operations effectively.

Customer Service Management Level 3 Advanced Diploma helps you align customer-support performance with CRM data to build loyalty and trust.

Communication Skills for Professionals develops the clarity and collaboration needed to manage cross-departmental CRM initiatives and communicate effectively with stakeholders.

Leadership and Management Level 3 Advanced Diploma provides the motivation and coordination techniques required to lead a CRM team within a modern business structure.

By completing all seven modules, you’ll be confident in configuring systems, managing data, and improving customer experiences through effective CRM administration.

Certification

Each completed course awards a Free PDF Certificate confirming your achievement. Learners may upgrade to premium printed certificates for professional presentation. All awards are UK-recognised and validate your expertise in CRM, Salesforce, and customer-data management.

• Aspiring or practising CRM administrators

• Salesforce users seeking formal CRM certification

• Business and marketing professionals managing client databases

• Customer-service or sales staff progressing into CRM roles

• Data analysts and coordinators supporting CRM systems

• Career changers entering the UK tech and business sector

• Entrepreneurs setting up internal CRM processes

• Learners pursuing UK-recognised CRM certification

Completing this programme builds a versatile CRM skill set suitable for business, sales, and technology roles across the UK.

• No prior experience required – open to all learners

• Interest in sales, marketing, or CRM systems

• Computer with internet connection and access to Salesforce (recommended)

• Motivation to apply data-driven thinking and automation

• Tutor and learner support provided throughout

• CRM Administrator / Salesforce Administrator

• Customer Success Manager

• Data & Reporting Analyst

• Marketing or Sales Operations Executive

• Business Systems Coordinator

• Team Leader in CRM Management

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