Why Learn CRM and Marketing Automation?
Whether you're aiming for a career in sales, marketing, or business development, mastering the best marketing CRM platforms like HubSpot, Zoho, and Salesforce can unlock massive opportunities.
You'll learn how to:
- Manage customer relationships efficiently
- Build automated campaigns that drive conversions
- Personalize communication at scale
- Solve real-world business problems using smart CRM workflows
From Zoho sales automation techniques to building sales pipelines in the best Salesforce marketing CRM, this course covers it all.
CRM & Automation Course
We move beyond just tool navigation — you'll learn how strategy, creativity, and automation come together to grow businesses.
Foundations of CRM and Marketing Automation
- How CRM systems boost business growth
- Marketing automation explained in simple, actionable terms
- Real-world overview of HubSpot, Zoho CRM, and Salesforce CRM
Getting Started with HubSpot, Zoho & Salesforce
- Setting up accounts
- Managing contacts, companies, and pipelines
- Building basic automation workflows in each platform
Lead Generation, Management, and Nurturing
- Capturing leads through smart forms and landing pages
- Organizing and scoring leads for better conversions
- Nurturing cold leads into loyal customers through personalized automation flows
Advanced CRM Automation
- Automating complete sales processes
- Integrating CRM with email, SMS, and advertising apps
- Exploring no-code and API integration basics
Analytics, Reporting, and Optimization
- Building custom CRM dashboards
- Tracking campaign success and improving workflows
- A/B testing and lead conversion optimization strategies
Emerging Trends in CRM and Automation
- The rise of AI-driven CRM tools
- Predictive lead scoring and personalized marketing with automation
- Ethical considerations and data privacy in modern CRM systems
Who Should Join This Course?
Fresh Graduates
Build in-demand skills to launch your career in marketing or sales
Professionals
Digital marketers and freelancers looking to upgrade their skills
Entrepreneurs
Business owners who want to automate and scale their operations
Career Changers
Anyone aiming to master CRM with automation for career growth
Marketing Automation & CRM Tools Syllabus
UNIT 1: Digital Marketing Basics
Module 1: Introduction to Digital Marketing
- What digital marketing means and why it's important in today's time.
- How digital marketing impacts businesses and everyday life
- Main online marketing platforms include search optimization, paid ads, social media, content strategy, and email outreach.
- How digital marketing is different from traditional marketing
- Job opportunities in digital marketing
Module 2: Digital vs. Traditional Marketing
- Differences between digital marketing and traditional marketing
- Benefits and challenges of each type
- How digital marketing matches changing customer behavior
Module 3: Understanding the Marketing Funnel
- Steps in the marketing journey include grabbing attention, building interest, helping decision-making, and encouraging action.
- How customers move through the funnel
- Matching your marketing with each stage
Module 4: Customer Journey & Touchpoints
- What is a customer journey?
- Recognizing key moments when customers engage with your brand
- Identifying the various ways your audience connects with your business online
- Examples of customer journeys in different industries
Module 5: Buyer Persona & Targeting
- Who are your ideal customers?
- Why knowing your customer type matters in marketing
- Steps to build a clear picture of your target audience
- How to apply this information to make your ads and content more effective
Module 6: Basics of Branding in Digital
- How to make your brand stand out online
- Defining your brand's voice, tone, and personality
- Keeping your brand consistent across all digital platforms
UNIT 2: Foundations of CRM and Marketing Automation
Module 1: Basics of CRM and Automation
- Meaning and importance of CRM systems in business
- What is Marketing Automation and how it works
- Key differences: CRM vs. Marketing Automation tools
- Role of CRM and automation in managing customer relationships
- Overview: HubSpot, Zoho, and Salesforce platforms
Module 2: Setting Up Your CRM
- How to create and configure a basic CRM account
- Understanding CRM dashboards and essential features
- Adding and managing contacts, companies, and opportunities
- Setting up pipelines for sales tracking
UNIT 2: Getting Started with HubSpot, Zoho & Salesforce
Module 1: Introduction to HubSpot CRM
- Account setup and navigation basics
- Managing contacts, companies, and deals in HubSpot
- Creating forms and simple automation workflows
Module 2: Introduction to Zoho CRM
- How to start with Zoho CRM: basic setup
- Managing leads, accounts, and deals
- Using Zoho's automation tools: Tasks, Signals, and Workflows
Module 3: Introduction to Salesforce CRM
- Fundamentals of Salesforce setup
- Understanding Salesforce objects: Leads, Accounts, Opportunities
- Introduction to Salesforce automation: Flows and Process Builders
UNIT 3: Creating Automated Marketing Campaigns
Module 1: Campaign Fundamentals
- Planning a marketing campaign flow
- Mapping the customer journey with automation
- Defining goals and success metrics for campaigns
Module 2: Building Email Workflows
- Creating drip campaigns and email sequences
- Setting conditions, actions, and triggers for automation
- Personalizing messages based on user behavior
Module 3: Marketing Automation Platforms Overview
- Using automation builders in HubSpot, Zoho, and Salesforce
- Comparing features: triggers, lists, and smart content
- Best practices for setting up high-conversion campaigns
UNIT 4: Lead Generation, Management & Nurturing
Module 1: Capturing and Tracking Leads
- Ways to collect leads via forms, pages, and campaigns
- Setting lead scoring criteria to prioritize outreach
- Understanding lead stages (cold, warm, hot)
Module 2: Organizing and Segmenting Leads
- Creating lead lists based on behavior and demographics
- Dynamic vs. static segmentation
- Using personalization tokens and smart lists
Module 3: Effective Lead Nurturing
- Designing lead nurturing flows for different audiences
- Types of nurturing content: educational, promotional, re-engagement
- Timing strategies for lead follow-up automation
UNIT 5: Advanced CRM Automation
Module 1: Sales Process Automation
- Automating sales pipelines and deal stages
- Assigning leads automatically to sales reps
- Setting follow-up reminders and task assignments
Module 2: CRM Integrations and Extensions
- Connecting CRM systems with external apps (email, SMS, ads)
- Using no-code integration tools like Zapier and Make
- Simple API basics for CRM integrations
UNIT 6: Analytics, Reporting, and Optimization
Module 1: Tracking Campaign Performance
- How to track open rates, click-through rates, and conversions
- Building and customizing CRM dashboards
- Understanding attribution models
Module 2: Optimizing CRM and Automation Workflows
- Analyzing campaign results to improve performance
- Conducting A/B testing in CRM systems
- Fine-tuning workflows for better lead conversion rates
UNIT 7: Emerging Trends in CRM and Automation
Module 1: The Role of AI in CRM
- How artificial intelligence improves customer engagement
- Predictive lead scoring and smart recommendations
- Introduction to AI-driven chatbots and automated support
Module 2: Future of CRM Automation
- Building omnichannel customer journeys
- Data privacy and compliance in CRM systems (GDPR, CCPA)
- Ethical use of automation and data-driven personalization
Why Choose Devex Hub?
Hands-On Practice
Work directly on HubSpot, Zoho, and Salesforce accounts with real-world scenarios.
Real Projects
Solve case studies from multiple industries to build your portfolio.
Career-Focused
Skills that companies hiring for the best marketing CRM roles actually demand.
Mentor-Led
No self-study confusion — get real-time guidance from industry experts.
Certifications
Become certified and job-ready with recognized credentials.
Community
Join a network of professionals and alumni for ongoing support.
Career Paths After This Course
Our graduates land roles across industries with these in-demand positions:
- CRM Specialist
- Marketing Automation Manager
- Digital Marketing Executive
- Lead Generation Expert
- Salesforce Administrator
- HubSpot Consultant
- Zoho CRM Expert
- E-commerce CRM Specialist
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What Our Students Say
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2024-03-09
Best institute for Full Stack Development Training as well as Digital Marketing and Web/Graphic Designing Training. They provide best technical knowledge and also personality development classes. Join Devex Hub for bright future.
2024-02-28
I have taken full-stack training from Devex Pvt. ltd. I have learned a lot from the company. All the teachers here are good but I like Shamandeep mam or Sujata mam. Shamandeep mam or Sutaja mam's method of teaching is very good.
2024-02-13
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Frequently Asked Questions
You’ll get practical training on HubSpot, Zoho CRM, and Salesforce. Each platform is covered in depth from account setup to automation strategies.
Yes, the course covers both basic and advanced automation workflows. You'll build campaigns, automate lead nurturing, and streamline sales pipelines.
No coding is required. This course focuses on no-code and low-code CRM tools.You’ll also get introduced to API and integration basics without technical complexity
You’ll work on real-world projects and case studies across industries like e-commerce, education, and services. These projects are designed to make you job-ready with hands-on experience.