CRM Implementation: Database & Campaign Management

Do you know the must-have methods for implementing or refining you existing your CRM practice? In this course, you will learn the core principles and prerequisites of data and campaign management, including an overview of the processes required for CRM implementation and a closer look at marketing database development. Discuss the campaign management cycle starting from marketing strategies through implementation and evaluation. Lastly, understand the full lifecycle as you learn from Xfinity, Liberty Mutual and more in reviewing real-world case studies in database and campaign management.

This course is the first in a six-part series entitled: “CRM Implementation: Merging Data & Insights”.  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 data and campaign management.

Course Outline

Lesson 1: Database Management

    • Overview of the 4 processes required for CRM Implementation
    • The marketing database

Lesson 2: Campaign Management

    • Definitions
    • Campaign strategies
    • Campaign analytics
    • Campaign development
    • Campaign testing and tools
    • Campaign execution
    • Campaign evaluation
    • CRM summary
    • Lesson exercise

Lesson 3: Applications & Examples

    • Integrated TV & Direct Mail case study
    • CAT Campaign case study
    • Mobile and website case study

Estimated Length of Completion

Approximately 85 minutes. This timing reflects basic run time, but seat time varies by user and could be significantly longer.

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Registration Pricing

Client-Side Tier Platinum Tier Gold Tier Silver Tier Individual Nonmember
Registration
Registration Client-Side Tier $0 Platinum Tier $0 Gold Tier $49 Silver Tier $79 Individual $99 Nonmember $99

Instructors

trainer

Dr. Devyani Sadh

CEO, Data Square

As CEO at Data Square, Dr. Sadh, has successfully spearheaded numerous programs for CRM and Data Infrastructures, Hygiene, BI, Predictive Analytics, Digital Integration, Campaign Management, Marketing Automation and CRM Strategy consulting for clients such as Adobe, Cisco, IBM, The Jones Group, JP Morgan Chase, Kraft General Foods, Red Door Spas, Oppenheimer Funds, Sony and USTA.

A recognized industry expert, Dr. Sadh is chair of the DMA's Analytics Council, adviser, judge, board member and thought leader at national conferences, councils, and competitions. She has spent many years teaching at top-tier universities such as New York University and the University of Connecticut. She has published several articles and speaks at premier conferences on topics such as CRM, Campaign ROI, Integration of Primary and Secondary Research via Modeling, Analytically-driven Customer Acquisition and Retention, Digital Integration, Social Media Analytics, and Customer-Centricity.

Workshops:

Comprehensive CRM and Database Marketing (Two Day Open Enrollment)