Description

Course Name: Certified Customer Relationship Management Software Executive

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

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

Duration: Three Months.

Objective: The Certificate in CRM Software & Business Applications course is designed to equip professionals with comprehensive skills to effectively use CRM software for managing customer interactions, sales pipelines, and marketing campaigns. The course covers CRM fundamentals, software navigation, data entry and management, contact segmentation, workflow automation, reporting, and analytics. 

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 the online assessment, the soft copy of your certificate will be sent to your registered email ID within 5 days.

Assessment Modules:

Module 1: Introduction to CRM and Software Overview: Understanding Customer Relationship Management, Importance of CRM in Business, Types of CRM Systems (Operational, Analytical, Collaborative), Overview of Popular CRM Software, Role of CRM Executive, Key CRM Terminology.

Module 2: CRM Software Setup and Configuration: User Account Management and Permissions, Customizing CRM Dashboards, Setting up Customer Data Fields, Importing and Exporting Data, Configuring Sales and Marketing Modules, Integration with Other Business Tools.

Module 3: Managing Customer Data: Data Entry Best Practices, Maintaining Data Accuracy and Integrity, Managing Contact and Account Records, Using Segmentation and Targeting Features, Handling Duplicates and Data Cleansing, GDPR and Data Privacy Compliance.

Module 4: Sales and Marketing Automation: Creating and Managing Sales Pipelines, Automating Lead Capture and Scoring, Campaign Management and Email Automation, Tracking Sales Activities, Generating Sales Forecasts and Reports, Using CRM Analytics for Decision Making.

Module 5: Customer Service and Support Management: Managing Customer Cases and Tickets, Automating Service Workflows, Knowledge Base and FAQ Management, Customer Feedback and Surveys, SLA Tracking and Escalation Procedures, Reporting and Monitoring Customer Satisfaction.

Module 6: Advanced CRM Features and Best Practices: Mobile CRM Applications, CRM Customization and Extensions, Using AI and Machine Learning in CRM, Data Security and Backup, CRM Performance Metrics and KPIs, Continuous Improvement and User Training.

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 strengthens your professional profile across borders and demonstrates your skills to employers and institutions.

2. Quality Assurance through ISO Certification – Programs follow an ISO-certified quality management system to promote consistency, reliability, and a standardized learning experience.

3. Career Advancement & Employability – Enhance your résumé, demonstrate professional competence, and improve your prospects for career growth, promotions, or suitable job opportunities.

4. Non-Profit Trust Factor – Certification from a non-profit organization reflects a mission-driven approach focused on skill development, professional learning, and public benefit.

5. Access to Learning Resources – Gain access to useful learning resources such as e-books, mock tests, assessments, and online academic support.

6. Transparency & Online Verification – Each certification includes a unique enrolment or certificate ID, enabling convenient online verification by employers and other interested parties.

7. Lifetime or Long-Term Validity – Certifications may offer lifetime or extended validity, reducing the need for frequent renewal, subject to the applicable certification scheme.