Crm-Business-Intelligence

This course is suitable for CRM personnel with little or no CRM knowledge who would like to adopt a more structured approach to CRM and to gain practical work experience.

Pre-Work- Complete a series of self-paced preparatory test and lessons before the course to match your strength & talent with your career path and get up to speed on the fundamentals of CRM & Business Intelligence.

Online Instructor-Led Sessions- Learn by doing with help from an expert. Explore key concepts and tools, then put them to work through hands-on activities grounded in real-world scenarios.

Homework - Apply what you’ve learned in class to cumulative assignments that build toward the final project.

Presentations- Share your presentations and receive feedback from your instructional team and classmates.

Live Project - With a strong portfolio of digitally driven programmes and projects, you will have the opportunity to gain practical work experience as a project management or business analysis professional with digital expertise.

MODULE 1: Introduction to Data & Insight Analytics

1. Introduction

• What is Data and why do businesses and institutions need data?
• What is reasons behind data storage?
• What is a database and why do we need a Datawarehouse?
• The concept of Relational Database Management Systems (RDBMS)?
• Available vendor / and vendor solutions?
• Introduction to SQL
• Data management and regulations

2. SQL Server Installation

• Installation of SQL Server 2014/2016
• Database Configuration
• Table Storage
• Authentication and Administration Modes
• Installation of Datawarehouse ( your tutor will provide guidance on available databases)

3. Important Database Concepts

• An intro to architecture of relational databases
• Entity Relationship Diagrams (ERD)
• Database Objects (Tables /Views ) Rows and Columns
• Constraints: Primary/ Secondary /Surrogate Keys
• Categorization of SQL languages
• Database security controls and permissions.
• SQL Data types

4. Select Statements

• SELECT statement, fundamentals of running queries against a table.
• Eliminating Duplicates with DISTINCT clauses
• Using Column and Table aliases
• CASE Expressions
• T-SQL Scripts, Sets, Predicate Logic
• Logical Order of Operations in SELECT statements
• Summarize number of columns from database tables.

5. Limiting Expressions and Filtering Rows

• Types of limiting expressions
• SQL operators
• Use a criterion of interest to limit results
• Comparison operators and match patterns, wildcards

MODULE 2: Table Groupings, SQL Queries & Access Management

1. Table groupings, Joins, Grouping and Sorting.

• Aggregate functions
• Table aggregations and Single customer views
• Summarizing and grouping data for reporting purposes
• Arithmetic operations in SQL
• Joins- types of joins

2. Managing SQL Queries

• System Tables
• Intro to SQL Optimisation
• Variable Control and flow

3. Data Definition and Control

• Intro to data definition and control languages
• CREATE DROP ALTER table
• Tabular access permissions
• Creating Views and Stored Procedures

4. Intro to User Access Management

• Database schemas
• Authorizing User Access to Objects

Configuring and granting Permissions at the Schema Level

Become a Sales force CRM specialist by learning how to manage data in the Salesforce CRM, and gaining the business intelligence skills required to develop a specialist career as a Salesforce CRM expert.

• CRM Specialist
• Sales force CRM Specialist

Have questions about our CRM & Business Intelligence? Our Admissions team is here to help you determine if this program is right for you and your goals. You can also:

• Attend an info session online
• Explore your financing options.
• Contact our helpdesk team on +44 (0) 203 143 3504 or send us an email at info@cedar-pro.com