CRM On Demand Advanced Analytics Workshop Course Overview

CRM On Demand Advanced Analytics Workshop Course Overview

The CRM On Demand Advanced Analytics Workshop is a course designed to enhance the analytical skills of learners using CRM On Demand. The course covers a broad spectrum of topics from fundamentals to advanced reporting techniques.

Starting with the Course Introduction, participants get an overview, setting the stage for the rest of the learning experience. Reporting Methodology then dives into the best practices for creating meaningful reports.

As learners progress, they Review the Basics of CRM analytics before moving on to Formatting Tables for better data presentation. In Working with Pivot Tables and Using Advanced Layout Views, they explore more complex data arrangement and visualization.

The course emphasizes data filtering in Using Filters and Filtering Based on the Results of Another Report, ensuring learners can refine data effectively. Combining Reports with Set Operations and Defining Prompts help in tailoring reports to specific user needs.

Including Column Formulas and Writing Date and Time Formulas equip learners with the skills to perform intricate data calculations. Adding Conditional Values to a Report brings in the aspect of dynamic reporting based on specific conditions.

Interactivity is a focus in Reports Interactions with Actions and Action Links, while Embedding Analytics teaches the integration of reports into other applications. The course also guides participants through Creating Custom Dashboards for personalized analytics views.

Tracking Usage and Performance is crucial for understanding the impact of reports, which is covered before the Wrap-Up module that concludes the course.

This workshop is beneficial for those looking to master CRM On Demand analytics, improving decision-making and strategic planning within their organizations.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 24 Hours)
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Classroom Training price is on request

  • Live Online Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

Certainly! To ensure that participants can fully benefit from the CRM On Demand Advanced Analytics Workshop course, the following are the minimum prerequisites:


  • Basic understanding of CRM (Customer Relationship Management) principles and terminologies.
  • Familiarity with the use of standard CRM On Demand reporting features.
  • Experience with creating simple ad-hoc reports in CRM On Demand or similar systems.
  • Basic knowledge of data analysis and reporting concepts.
  • Comfortable navigating web-based applications.
  • Proficiency in using spreadsheet software like Microsoft Excel for data manipulation and analysis.

These prerequisites are designed to prepare the learner for the advanced concepts and techniques covered in the workshop. Individuals with these foundational skills are likely to get the most out of the course and apply the learned techniques effectively in their work environments.


Target Audience for CRM On Demand Advanced Analytics Workshop

  1. The CRM On Demand Advanced Analytics Workshop equips professionals with in-depth knowledge to analyze and report CRM data effectively.


  2. Target Audience:


  • CRM Analysts
  • Data Analysts
  • Business Intelligence Professionals
  • Sales Operations Managers
  • Marketing Analysts
  • Customer Relationship Managers
  • IT Professionals working with CRM platforms
  • Business Analysts
  • CRM Developers
  • Reporting Specialists
  • Database Administrators involved in CRM reporting
  • Product Managers with a focus on CRM tools
  • Account Managers who customize CRM reports for clients
  • CRM Consultants
  • Project Managers overseeing CRM implementations


Learning Objectives - What you will Learn in this CRM On Demand Advanced Analytics Workshop?

  1. The CRM On Demand Advanced Analytics Workshop course equips students with comprehensive analytics skills to create, manage, and interpret CRM reports and dashboards effectively.

  2. Learning Objectives and Outcomes:

  • Understand the fundamentals of CRM On Demand reporting and analytics.
  • Master the methodologies for creating insightful and dynamic reports.
  • Gain proficiency in formatting tables for enhanced data presentation.
  • Develop skills to manipulate data using pivot tables for multi-dimensional analysis.
  • Learn to apply advanced layout views to customize reports.
  • Implement various filtering techniques for targeted data analysis.
  • Utilize set operations to combine multiple reports for comprehensive insights.
  • Create prompts for interactive reports that respond to user inputs.
  • Include and customize column formulas for specific data calculations.
  • Write and apply date and time formulas to refine data analysis.
  • Embed conditional values for tailored report outcomes based on user-defined criteria.
  • Integrate action links and understand report interactions for an interactive user experience.
  • Design custom dashboards to visualize key performance indicators and metrics.
  • Assess and optimize report performance and usage for continuous improvement.