CRM, Project Management & Omnichannel Strategy is a practical, intermediate program for marketers, project managers, and team leads who want to run tighter operations and deliver measurable growth. You’ll learn how to take work from messy inputs (too many ideas, unclear roles, scattered lead data) to structured execution (clear plans, clean CRM fields, aligned stakeholders) and finally to performance management (dashboards, KPI reviews, ROI-based pivots).
Across nine focused courses, you’ll build a facilitator’s playbook for creative brainstorms, design launch-ready project plans, and improve team performance with role clarity and stronger update communication. You’ll also strengthen your customer engine by segmenting lifecycle stages, analyzing churn with cohort analysis, and building repeatable retention workflows. On the strategy side, you’ll craft a full-funnel omnichannel plan tied to revenue targets and a budget, then learn to evaluate channel performance and recommend course corrections with confidence.
You’ll finish with a set of polished assets—plans, templates, dashboards, and a strategy deck—that you can use immediately to lead cross-functional work and prove impact.
Applied Learning Project
Build a portfolio of practical assets you can reuse at work: a brainstorm facilitation plan with collaboration KPIs; a launch-ready Kanban task board with milestones, owners, and due dates; a KPI-led campaign update template plus a feedback survey loop; a brand project blueprint (timeline, dependencies, budget) and a blameless post-mortem playbook; CRM lead intake standards using HubSpot-style fields (lifecycle stage, source, owner); lifecycle segmentation with cohort churn analysis and a win-back workflow; a 12-month omnichannel strategy with revenue targets and channel ROI; and a brand awareness tracker visualized in a Looker Studio dashboard with clear recommendations for pivots.
