Koenig Original Guaranteed-to-Run

CRM & Analytics: Power BI & Predictive Insights

The Customer Relationship Management (CRM) and Data Analysis & Reporting course by Koenig Original equips sales analysts, CRM specialists, and business intelligence professionals with skills to unify customer data, generate actionable insights, and improve decision-making. With 82% of Salesforce professionals holding certifications and certified roles commanding salaries up to $110,000 annually, this training addresses the critical need for data-driven customer engagement in high-demand sectors like tech and finance.

This Koenig Original course prepares learners for CRM analytics certification with Guaranteed-to-Run scheduling and 30-day lab access for hands-on practice. Graduates gain the expertise to transform raw data into strategic business outcomes, driving revenue growth and advancing into senior analyst or data strategy roles.

32 Hours (4 Days)
Live Online / Classroom
1+ professionals trained

Training Formats & Pricing

1-on-1 USD 1,800
Dedicated instructor, your schedule Fastest
Public Batch USD 1,400
Group class, fixed schedule Most Popular
Self-Paced On Request
Recorded sessions, learn anytime Best Value

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Course Overview

The Customer Relationship Management (CRM) and Data Analysis & Reporting course by Koenig Original is designed for professionals aiming to master customer engagement strategies and data-driven decision-making. This comprehensive program integrates CRM fundamentals with advanced reporting techniques, preparing learners for roles such as CRM Analyst, Sales Operations Specialist, and Customer Experience Manager. With 91% of top-performing sales teams using CRM systems to manage customer interactions, this training addresses a critical industry need. Participants gain practical skills in managing contacts, optimizing sales pipelines, and leveraging data analytics to improve customer satisfaction and drive revenue growth across sectors like retail, finance, and e-commerce.

This course covers key platforms including Microsoft Dynamics 365, Salesforce, Power BI, HubSpot, and Excel, ensuring proficiency in leading CRM and analytics tools. Learners engage in hands-on labs within live cloud environments such as the Microsoft Azure Portal and web-based CRM consoles, where they configure dashboards, build automated lead forms, and set up sales territories. A core project involves creating a fully functional sales pipeline integrated with real-time reporting dashboards that track conversion rates and customer lifecycle stages. These labs emphasize practical application, enabling students to analyze datasets, visualize trends, and generate actionable insights using industry-standard reporting frameworks.

Preparation for the Info-Graphics: Data Analysis and Reporting Techniques certification ensures recognition of analytical and visualization expertise valued across industries. Certified professionals report average salary increases of 20–30%, with CRM-focused analysts earning between $75,000 and $95,000 annually in North America. Koenig Original differentiates itself through Guaranteed-to-Run scheduling and optional 1-on-1 training, ensuring personalized learning experiences with official courseware. Graduates emerge ready to bridge CRM operations with strategic business intelligence, positioning themselves for advancement into data-informed leadership roles that shape customer strategy and organizational performance.

What You'll Learn

✓Create effective CRM strategies using Koenig Original's proven methods
✓Set up data collection and customer profiling systems to better understand clients
✓Configure CRM workflows to automate sales and customer service processes
✓Analyze customer data with advanced statistical modeling techniques
✓Produce actionable business reports and interactive dashboards for better decision-making
✓Enhance customer engagement through Koenig Original's analytics frameworks

Prerequisites

Recommended knowledge before taking this course
  • Minimum 6 months experience in a Sales Operations or Data Analyst role to ensure professional context.
  • Experience with standard CRM objects (Leads, Contacts, Opportunities) within platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot.
  • Ability to perform VLOOKUP and Pivot Table operations in Microsoft Excel for data analysis.
  • Experience with generating and interpreting business reports using CRM data.
  • Understanding of sales pipeline and lead management processes within CRM systems.
  • Fundamental skills in data organization and categorization for effective CRM reporting.
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Certification Exam

Everything you need to know about the CRM & Analytics: Power BI & Predictive Insights certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Not applicable
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CRM & Analytics: Power BI & Predictive Insights

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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Mastering CRM Fundamentals and Personalization
Grasp Koenig Original CRM business impact Navigate the intuitive CRM interface Personalize dashboards for maximum efficiency Configure user profiles and settings Access core CRM modular functions Execute advanced search and filtering Optimize dashboard widget layouts Save custom views for productivity
2
Day 2– Sales Preferences and Contact Management
Configure automated sales pipeline settings Define strategic sales territory structures Set sales stages and probability metrics Manage comprehensive customer contact records Log interactions and daily activities Track full customer communication history Organize contacts using smart tags Execute efficient bulk contact updates
3
Day 3– Lead and Prospect Management Strategies
Capture leads via integrated forms Qualify and score high-value leads Convert leads into active opportunities Assign leads to specialized teams Create and manage prospect lists Track lead sources and campaigns Analyze critical lead conversion rates Optimize lead nurturing workflow automation
4
Day 4– Sales Transaction and Order Management
Create and manage professional quotes Generate sales orders from quotes Streamline order fulfillment process steps Handle billing and invoice generation Track real-time order delivery status Manage product catalogs and pricing Apply discounts and promotional codes Update secure transaction records daily
5
Day 5– CRM Reporting and Data Analysis Mastery
Generate standard CRM analytical reports Customize report parameters and filters Review key sales performance dashboards Analyze order status trend patterns Export reports to Excel and PDF Schedule automated report delivery systems Create visual analytics for KPIs Interpret data for strategic decisions

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of CRM & Analytics: Power BI & Predictive Insights certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the CRM & Analytics: Power BI & Predictive Insights certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • CRM Analyst
  • Data Analyst
  • Customer Relationship Manager
  • Business Intelligence Analyst
  • CRM Administrator
  • Sales Operations Analyst

Companies Hiring

5,000+
Salesforce Microsoft Oracle Accenture Deloitte IBM Amazon HubSpot SAP TCS

and 5,000+ organizations worldwide seeking CRM & Analytics: Power BI & Predictive Insights certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the CRM & Analytics: Power BI & Predictive Insights training course

Is the certification exam included in the Customer Relationship Management (CRM) and Data Analysis & Reporting course fee?
The certification exam is not included in the Koenig Original course fee. You must purchase the exam voucher separately for approximately $100. This standard pricing structure allows for greater enrollment flexibility, separating high-quality training from the independent certification process for all professional learners.
What training formats does Koenig offer for Customer Relationship Management (CRM) and Data Analysis & Reporting?
Koenig offers live online, 1-on-1, classroom, and self-paced Flexi formats, all featuring Guaranteed-to-Run scheduling. This 8-hour course proceeds regardless of enrollment size, ensuring your training certainty. Expert instructors deliver content globally, while 1-on-1 sessions provide maximum convenience to fit your specific professional schedule.
How long is lab access provided for Customer Relationship Management (CRM) and Data Analysis & Reporting?
You receive 30 days of lab access starting from your course date. This cloud-based sandbox environment allows hands-on practice with CRM configurations and data tools without local software installation. The platform includes Power BI integration and real-world datasets to build your reporting and visualization skills.
What is the Koenig policy for rescheduling or canceling Customer Relationship Management (CRM) and Data Analysis & Reporting?
Koenig allows free rescheduling if requested over 7 days before your start date. Cancellations within 7 days may incur a 50% fee. Each enrollment permits one reschedule, balancing your professional planning needs while maintaining Guaranteed-to-Run batch integrity for all global participants.
What is the exam format for the Customer Relationship Management (CRM) and Data Analysis & Reporting certification?
The assessment includes 40 multiple-choice questions with a 60-minute limit and a 65% passing score. Non-native English speakers receive 75 minutes. This web-proctored, closed-book exam tests your CRM fundamentals, data modeling, and analytical interpretation skills using industry-standard business scenarios.
How long is the Customer Relationship Management (CRM) and Data Analysis & Reporting certification valid?
The Koenig Original certification remains permanently valid with no expiration date. There are no renewal fees or mandatory continuing education requirements. You gain lifelong recognition of your CRM and data analysis expertise, verifiable through your digital badge and unique certificate number.
What post-training support is included with Customer Relationship Management (CRM) and Data Analysis & Reporting?
Koenig provides 30 days of support, including email instructor access, session recordings, and 6 hours of free consultation with Master Certified Trainers. You retain courseware and lab access for ongoing practice, ensuring you successfully apply your new CRM and data analysis skills.
Are there prerequisites for the Customer Relationship Management (CRM) and Data Analysis & Reporting course?
There are no formal prerequisites for this beginner-level course. Basic familiarity with Excel and business processes is helpful but not required. The curriculum builds from foundational concepts, making it ideal for non-technical professionals eager to master customer data optimization and analytics.
What career growth can I expect after completing Customer Relationship Management (CRM) and Data Analysis & Reporting?
Graduates qualify for roles like CRM Analyst or Data Reporting Specialist. Average US salaries range from $77,428 to $77,753. Industries like retail and finance actively hire these experts, as companies like Amazon and Apple use CRM platforms to drive revenue and customer satisfaction.
Why choose Koenig over self-study for Customer Relationship Management (CRM) and Data Analysis & Reporting?
Koenig provides structured, instructor-led training with hands-on labs and guaranteed outcomes, unlike isolated self-study. With 30-day lab access and expert doubt-clearing sessions, you achieve mastery faster. Our 100% happiness guarantee and Guaranteed-to-Run scheduling offer a risk-free path to professional success.

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