Sessions
Discover the next sessions of our open program in crm, data & automation below. Click on the session you are interested in to obtain its full calendar.
About
The CRM, Data & Automation short course offers you a complete immersion in the technologies and strategies that are transforming customer relations in the age of digital marketing and artificial intelligence (AI). Through a program built around data exploitation, personalization and automation, you'll develop a strategic vision of CRM, in line with the expectations of modern customers.
You'll learn how to collect, structure and integrate customer data, and how to use technological tools to improve your productivity and personalize your activities effectively. This will enable you to offer your customers unique experiences. The course will also guide you in choosing, implementing and improving CRM solutions (HubSpot, Salesforce, Zoho, etc.) and automation platforms (Zapier, n8n, etc.), with numerous workshops and hands-on sessions. You'll learn that there's no such thing as a perfect tool, but rather solutions tailored to specific needs. The aim will be to promote relevant technological and operational alignment, without ready-made answers.
Thanks to the emergence of low-code/no-code, you'll discover that you no longer need to be a developer to manipulate data. As you explore these tools, you'll learn how to design advanced workflows capable of significantly improving your productivity. Finally, you'll discover how to combine AI and Automation to design innovative solutions connected to your data. As CRM and Automation are evolving technologies, you'll learn how to continually optimize their performance, through practical case studies that can be applied in your organization.
Learning objectives
- Apply methods for collecting, structuring and integrating customer data to effectively enrich a CRM.
- Evaluate and maintain CRM and automation solutions, selecting the tools best suited to your needs.
- Create automated workflows integrating AI and low-code/no-code to optimize customer journeys and marketing productivity.
Target audience
- Marketing professionals wishing to reinforce their expertise in CRM, data integration or automation.
- Customer relations or digital managers looking to optimize or automate customer journeys and experiences.
- Consultants and project managers involved in digital transformation initiatives in the marketing field.
Program
This short program crm, data & automation was built for professionals seeking to learn about fundamental concepts and then practice them trough practical exercises. There is a strong emphasis on practical application supported by academic excellence, with the use of exercises and break-out groups, industry examples and guest speakers. The fundamental notions will be presented beforehand, then supplemented and illustrated by numerous practical exercises based on real cases .
This approach will allow the participants to deploy the concepts presented during the course as well as forging a strong analytical mindset to tackle future challenges they might face on .
Modalities
admission criteria
MotivationWe offer quality programs accessible to all professionals who have decided to develop new skills.
ParticipationThis short program requires your presence and participation
Prerequisites2,5
study rulesPayment terms
Price: 2 250 CHFAll expenses related to continuing education are, except in exceptional cases, tax deductible .
Discount (10%): -225 CHFA discount is offered to Alumni HEC.
Payment terms
