CRM marketing: how to convert your leads into buyers
Day 1

CRM marketing: how to convert your leads into buyers

CRM marketing: how to convert your leads into buyers

About this course

Having a list of potential leads is nice but how do you use a CRM convert them effectively into buyers of your product or service? This course will teach you how to get the most out of your CRM.


This marketing course will give you insights into the CRM marketing processes. You will understand better data structures in your CRM and thanks to that learn how to segment your audience. You will dive deep into content creation techniques as well as exchange best practices among peers from your field. The ultimate goal of the training is to give you a set of ideas for improving your CRM marketing strategy backed up with their application possibilities.

Audience Segmentation

It is probably not the first time you can hear the phrase ‘Understand your audience!’. During the first part of this course you will get to know what stands behind it. You will learn what is the usual data flow between your CRM and marketing software as well as how to make sure that your are utilizing your customer data to its best. You will analyze what is the audience your messages are reaching now, think of who else you would like to reach and finally get some practical advice on how to achieve it.


The aim of this part of the course is to help you to identify the content your customers want and consume the most. You will get to know how to create a high-performing email, SMS, notification to be included in your customer journey. You will have a look at the analytics of the CRM campaigns and understand if and why sending the right email influences the conversion rate of your leads.


Knowing how to segment your audience and what content works the best, you are ready to map your first customer journey. This part of the course will be more interactive since we want you to apply the knowledge gathered during the course right away. You will think about the goal you want to achieve, then decide what channels and messages to include and finally create a concept of your CRM journey. On top of that you will learn what metrics matter when analyzing the performance of your journey and how to improve them.

Target Audience

This course is designed for marketing managers with the basic knowledge about CRM marketing tools as well as for customer success managers thinking about automatization of customer service processes.

Register for this Course


Day 1

CRM audience segmentation Content creation Simple journeys creation


Our course begins with the first step for generating great user experiences: understanding what people do, think, say, and feel. In this module, you’ll learn how to keep an open mind while learning.

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