Module 24 · Growth & E-commerce track
Marketing Automation / CRM
This is the track for people who want to grow a business, not just run a campaign.
Marketing Automation / CRM teaches how to build workflows that nurture a lead automatically over time — connecting email, WhatsApp and CRM data into a single, less manual system.
1 wk
Module duration
2
Hands-on assignments
Marketing Automation Executive
Job role this maps to
Why this module matters
As BIIM’s own lead volume scales through PAN-India digital ads, automation is what keeps follow-up consistent without proportionally growing the counseling team — the same problem every growing business faces.
Real-world example
A business getting 50 leads a day from ads can’t call each one within minutes — but an automated WhatsApp + email sequence can respond instantly, so the lead doesn’t go cold before a counselor ever picks up the phone.
What you'll actually learn
- CRM fundamentals: pipelines, stages and lead scoring
- Building a basic lead-nurture automation workflow
- Connecting forms, email and WhatsApp into one workflow
- Using Zapier-style tools to link disconnected platforms
- Lead scoring basics: prioritizing sales-ready contacts
- Automating internal notifications for the sales team
- Reporting automation performance and drop-off points
- Common automation mistakes that annoy customers
Practical assignments — you'll do these, not just read about them
Assignment 1 — Set up a basic CRM pipeline with stages for a sample sales process.
Assignment 2 — Build one automated lead-nurture workflow connecting a form to email follow-up.
Assignment 3 — Document where leads drop off in your workflow and propose one fix.
Tools you'll get hands-on with
HubSpot CRM (free tier)
Zapier (basics)
Email/WhatsApp automation platforms
Google Sheets
Where this takes you: Marketing Automation Executive
This module prepares graduates for Marketing Automation Executive roles, a role increasingly requested by growing D2C and service businesses managing rising lead volumes.
Have questions about the Marketing Automation / CRM module?
Leave your number and a BIIM counselor will walk you through this module, batch timing and what you’ll be doing week to week.
Related modules
See the full Digital Marketing Course curriculum
Compare every track and request the detailed syllabus