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CRM, data & automation

Master CRM, Data & Automation to boost your marketing efficiency and create unique customer experiences. This short course will enable you to integrate the best technological solutions, create high-performance workflows and optimize your customer journeys thanks to a dual strategic and operational approach.

CRM, data & automation
training informations
Short program (FC)
duration
3 days spread over 1 month
price
CHF 2’250
language
French
location
Onsite

internationally recognized
hands-on & practical course

Presentation of the program

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

  1. Apply methods for collecting, structuring and integrating customer data to effectively enrich a CRM.
  2. Evaluate and maintain CRM and automation solutions, selecting the tools best suited to your needs.
  3. Create automated workflows integrating AI and low-code/no-code to optimize customer journeys and marketing productivity.

Target audience

  1. Marketing professionals wishing to reinforce their expertise in CRM, data integration or automation.
  2. Customer relations or digital managers looking to optimize or automate customer journeys and experiences.
  3. Consultants and project managers involved in digital transformation initiatives in the marketing field.

About the 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 .

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Program's sessions

You can see all of our open program sessions in management & leadership below. Click on the session you are interested in to obtain its full calendar.
March 2026
open
full dates
25, 26 and 27 June 2026
language
French
registration
Before 21 May 2026

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The Executive Education HEC Lausanne offers more than 59 Open programs in various fields: Data. As a result, and beyond this short program in CRM, data & automation, we offer several other related programs that may be of interest to you.
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Frequently asked questions

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Will this program help me choose or improve my CRM?

Yes. The program guides you through the strategic thinking process around either implementing a CRM or optimizing an existing one. You will learn to identify your organization’s specific needs, structure the associated processes, and define the key criteria for selecting or adapting a CRM solution aligned with your marketing, sales, and operational objectives.


Will we look at concrete cases applicable to my organization?

Absolutely. The entire module is built around real-world situations, practical cases, and examples drawn from organizations of different sizes and sectors. These cases help you understand how the concepts taught apply in diverse professional contexts, while highlighting the pitfalls to avoid and the levers to activate for an effective CRM and data strategy.


Will this program help me collaborate better with IT?

Yes, that is actually one of the objectives of the module. You will develop a clear understanding of data architectures, automated workflows, and segmentation logics, which will allow you to engage more effectively with technical teams. You will thus be better equipped to manage projects cross-functionally and to bridge the gap between business needs and technical constraints.


I work in a small organization, is this too complex for me?

No. The content is designed to adapt to a wide range of contexts, including SMEs and more agile structures. You will discover methods and tools that can be deployed even with very limited resources. The approach is resolutely pragmatic, results-oriented, and focused on optimizing what already exists, without reliance on complex or costly systems. The instructor has extensive field experience and has successfully supported organizations of all sizes, from micro-enterprises to large corporations, ensuring examples and recommendations tailored to all.


Will we learn how to automate without being developers?

Yes. The module introduces the principles of marketing automation and lead nurturing with an accessible approach. You will learn how to design workflows, structure automated campaigns, and choose the right tools without needing to know how to code. The goal is to make these techniques understandable and directly actionable for non-technical profiles.


What is the difference between CRM, marketing automation, and lead nurturing?

A CRM is the central tool for managing customer relationships, structuring interactions, and centralizing data. Marketing automation refers to automated processes (emails, scoring, reminders) triggered by behaviors or profiles. Lead nurturing is a strategy that leverages these tools to guide prospects through their journey by delivering the right content at the right time. The program clarifies these differences and shows how to articulate them effectively.


Does the module address legal questions around customer data?

Yes, but only at an introductory level. The module raises awareness of data protection issues and regulations such as the LPD/GDPR, mainly to understand their impact on CRM, data, and automation projects. However, it does not go into depth on legal or technical aspects of compliance. For full mastery of these topics, we recommend the dedicated Data Protection & AI program, which provides comprehensive and practical coverage of regulatory compliance.


Will I be able to apply what I learn directly in my company?

Yes. The program is designed for immediate applicability. At every stage, you are invited to reflect on your own challenges, work on cases close to your reality, and build solutions adapted to your professional environment. The goal is for you to leave with tools, methods, and ideas that can be directly activated in your organization.



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The quality of the training and the professionalism of the instructors are reflective of HEC Lausanne.
Benjamin Flachs
Benjamin Flachs
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March 2026
open
full dates
25, 26 and 27 June 2026
language
French
registration
Before 21 May 2026
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