CRM | Gestão do Relacionamento com o Cliente
Master CRM & sales systems! Learn Salesforce, HubSpot, Pipedrive, RD Station, Zoho & Microsoft Dynamics. Boost KPIs, optimize funnels & pipelines.
Course Content
CRM | Gestão do Relacionamento com o Cliente is an all-levels Udemy course taught by Marcus Oliveira. It runs 5h 27m, is taught in Portuguese, and includes a certificate of completion. Learners rate it 4.8 out of 5 from 258 reviews, with 634 students enrolled. It is a paid course, last updated August 2025.
Become a High-Level CRM Manager: Master Customer Relationship Management (CRM) for any business – B2C, B2B, B2G, products, or services. This comprehensive course covers all aspects of CRM, from foundational concepts to advanced management.
What You'll Learn:
- CRM Fundamentals & Strategy: Understand the core principles of CRM, key performance indicators (KPIs), and effective techniques for building strong customer relationships.
- Sales Funnels & Pipelines: Learn to design and optimize sales funnels and pipelines to effectively manage contacts, leads, prospects, and customers, seamlessly integrating with your CRM system.
- Automations & Multi-Channel Strategies: Master strategies for multi-channel engagement and post-sales automation, all integrated within your CRM.
- Key Performance Indicators (KPIs): Dominate and integrate critical commercial and quality metrics into your CRM, including revenue, profit, LTV, CAC, lead generation, churn rate, conversion rates, and NPS.
- Lead & Customer Segmentation: Effectively segment leads and customers within your CRM for targeted marketing and sales efforts.
- Relationship Management: Define and implement relationship rules for different lead, customer, and key account segments within your CRM.
- CRM Automation: Plan and implement automated workflows within your CRM to streamline processes.
- Resource Planning: Properly plan necessary resources for your CRM implementation, including finance, human resources, and infrastructure.
- CRM Implementation & Management: Implement and manage your CRM effectively, focusing on achieving goals, monitoring KPIs, managing risks, and continuous improvement.
- CRM Software Selection: Learn how to choose the best CRM system for your specific business needs.
- Hands-on CRM Software Training: Gain practical experience with leading CRM platforms: Salesforce, HubSpot, Pipedrive, RD Station, Zoho, and Microsoft Dynamics. Includes video tutorials for practical operation.
What Makes This Course Different?
- Exclusive Case Study: Dive deep into a real-world case study, covering the development, planning, implementation, and management of a CRM system.
- Practical, Real-World Approach: Learn from real-life examples and discover how CRM is implemented in businesses every day.
- Expert-Led Instruction: Benefit from the practical experience of a seasoned commercial director and CRM manager.
- Strategic & Operational Insights: Gain a holistic understanding of commercial management, encompassing strategy, processes, KPIs, and continuous improvement – often not covered in other courses.
- Comprehensive Software Coverage: Unlike many courses that focus on a single platform, this course provides training on multiple popular CRM systems.
Transform Your Career:
Upon completion, you'll be equipped to plan, implement, and manage CRM systems at a high level for any type of business.
Professor Marcus Oliveira, PhD
Business & Financial Consultant
Hire the developers behind TutorialSearch.io
We built this site — full-stack web apps, AI integration & automation. Tell us what you need and we'll build yours.