Description
For marketers and analysts who work with a CRM or marketing automation platform (HubSpot, Marketo, Salesforce or similar) and need to report on it, not just use it.
Timeline: 3 Weeks (Part-Time)
Prerequisite: None
Outcome: CRM Analytics Competency
Key Topics Covered:
- Contacts, Deals and Lifecycle Stages
- How a CRM Data Model Actually Works
- Building Reports and Dashboards in HubSpot
- Choosing the Right Report Type for the Question
- Connecting CRM Data to GA4 and Looker Studio
- Campaign Attribution Inside a Marketing Automation Platform
What You Gain:
- Ability to build reports and dashboards inside HubSpot, with the same logic translating to Marketo or Salesforce.
- Skills to connect CRM data with GA4/Looker Studio and explain attribution honestly.
- Confidence to spot and fix a lifecycle-stage or data-model problem before it corrupts your reporting.
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