CRM Implementation: Dashboards

In this course, we will take a deeper dive into CRM Marketing “Dashboards” in order to help you understand the pre-requisites and core principles of Dashboard usage, development, and best practices.

You will learn the Marketing Dashboard development cycle – specifically, the Design, Build, Review, Deploy and Refine phases. The Design phase will include a discussion on KPI selection, use of visualizations such as charts and graphs, formatting, placement, and interactivity.

Next our instructor will walk you through a variety of Marketing Performance dashboard types, to demonstrate the various aspects of dashboards that stand out – with an emphasis on “good” features vs. missing elements. In addition, you will learn ways to use the information within Dashboards to make changes in Marketing strategy or tactics. The goal of this course is to show you a number of “live” dashboards with different pros and cons, with an emphasis on a combination of design elements, actual marketing usage, actionability, and inferences that may be made based on the Dashboards.

This then should start you off on a journey toward either designing brand new Marketing dashboards or refining existing ones. Ultimately, you will be able to implement Dashboard lifecycle “best practices” so that you can fully utilize Dashboards to answer key business questions in the areas of Marketing Performance, Email Marketing, Social Media, and Web Analytics.

This course is the third in a six-part series entitled: “CRM Implementation: Dashboards”.  This course can be taken either as a stand-alone course or as part of the series. Powered by Marist.

Learning Experience

This is a video-based, lecture format course with no interactivity. It provides real-world, practitioner-led learning. Active course participation is minimal and includes assessments, but no knowledge checks, activities, or resources/tools.

Who is this Course For?

Junior, middle, and senior marketer levels – all those interested in CRM marketing dashboards.

Course Outline

Lesson 1: Dashboard Overview

• Definitions
• Development cycle
• Design phase
• Dashboard types
• Exercise 1

Lesson 2: Dashboards for Marketing Performance and Email Marketing

• Email Marketing Dashboards – types, requirements, and considerations
• Marketing Performance Dashboards – types, requirements, and considerations
• Lesson exercise

Lesson 3: Dashboards for Social Media and Web Analytics

• Social Media Marketing Dashboards – types, requirements, and considerations
• Web/Digital Marketing Dashboards – types, requirements, and considerations
• SEM Marketing Dashboards – types, requirements, and considerations
• Positive dashboard features
• Lesson exercise

Estimated Length of Completion

Approximately 60 minutes. This timing reflects basic run time, but seat time varies by user and could be significantly longer.

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