Marketing Automation / CRM.

Who the Marketing Automation / CRM module is for

Marketers in edtech, real estate, services and SaaS, and business owners losing leads to slow follow-ups.

Marketing Automation / CRM is Module 24 of 27 in the BIIM digital marketing course and sits in the Growth & E-commerce track. You can take it online from anywhere in India, offline at our Patiala head office, or in a hybrid of both.

How we teach Marketing Automation / CRM, step by step

Every BIIM module follows the same rhythm: learn the concept, practise it on real tools, then apply it to a live business with trainer feedback. In Marketing Automation / CRM, that looks like this:

1. Map the pipeline. Define each stage from new lead to customer.
2. Capture automatically. Send every form, call and WhatsApp lead into the CRM.
3. Automate follow-ups. Trigger emails, messages and tasks based on lead behaviour.
4. Report. Track conversion between stages and response times.

Common Marketing Automation / CRM mistakes — and how to avoid them

Trainers see the same errors again and again when students first try this work. Knowing them in advance saves weeks of trial and error:

• Too many pipeline stages nobody updates.
• Automating before the process is clear.
• No owner assigned to new leads.
• Ignoring data quality — duplicate and incomplete contacts.

How to practise Marketing Automation / CRM on your own

Draw the journey of an enquiry at a local institute from first call to admission. Mark every point where a lead could be forgotten.

Where this module fits in your learning path

It builds on Module 23: Conversion Rate Optimization and prepares you for Module 25: AI Tools for Marketing. See all 27 modules, compare learning plans, or learn how placement assistance works.