Description

Certification Name: Certified CRM Data Entry Assistant

Global Occupational Skill Standard – GOSS ID: GOSS/AC/CCRMDEA/V1

Duration: One Month.

Eligibility: 10+2 Grade (Higher Secondary) or Equivalent is required.

Objective: The Certified CRM Data Entry Assistant course is designed to equip learners with the skills to accurately enter, update, and manage customer data within Customer Relationship Management (CRM) systems. The course covers CRM fundamentals, data entry best practices, data quality control, database maintenance, and using CRM software tools such as Salesforce, HubSpot, or Zoho CRM. 

Certification: Within 5 days after Completion of Online Assessment.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, You will be redirected to payment gateway, pay fee by any available options like Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of online assessment, you can download your Certificate Immediately.

Assessment Modules:

Module 1: Introduction to CRM Systems: Overview of Customer Relationship Management, Importance of CRM in Business, Types of CRM Software, Roles of a CRM Data Entry Assistant, Data Privacy and Security Basics, CRM Terminology and Concepts.

Module 2: Data Entry Fundamentals: Accurate Data Entry Techniques, Understanding Data Fields and Formats, Using Keyboard Shortcuts and Efficiency Tools, Common Data Entry Errors and How to Avoid Them, Verification and Validation of Data, Maintaining Data Integrity.

Module 3: CRM Software Navigation and Usage: Introduction to Popular CRM Platforms (Salesforce, HubSpot, Zoho), Logging In and User Interface Overview, Creating and Updating Records, Managing Contacts and Accounts, Using Filters and Search Functions, Exporting and Importing Data.

Module 4: Data Management and Maintenance:Duplicate Detection and Merging Records, Data Cleansing and Updating, Backup Procedures, Managing Data Access Permissions, Handling Sensitive Customer Information, Scheduling Regular Data Audits.

Module 5: Reporting and Analytics Basics: Generating Standard Reports, Understanding CRM Dashboards, Using Data for Customer Insights, Exporting Data for Analysis, Collaborating with Sales and Marketing Teams, Tracking Data Entry Performance Metrics.

Module 6: Professional Skills and Compliance: Time Management and Organization, Effective Communication Skills, Handling Confidential Data Ethically, Adhering to Company Policies and Regulations, Continuous Learning and CRM Updates, Career Development Opportunities.

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

🌍 1. Global Recognition & Credibility – Stand out worldwide with a certification that opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

📜 2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

💼 3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

🤝 4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

📚 5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

🔍 6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

⏳ 7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.