Description

Tracking the right CRM and email marketing metrics can significantly improve how you engage, convert, and retain customers. This course teaches you how to go beyond basic open and click rates to uncover deep insights that drive growth through your customer relationship management system and email campaigns. You’ll begin by reviewing core CRM metrics like lead source attribution, lifecycle stages, lead-to-customer conversion rate, and deal velocity. You’ll explore how these data points align with your sales and marketing funnels — helping you identify bottlenecks and opportunities. Then, you’ll move into email analytics: open rate, click-through rate (CTR), bounce rate, unsubscribe rate, deliverability score, and conversion tracking. You'll learn how to calculate benchmarks, segment performance by campaign type (nurture, promo, onboarding), and A/B test subject lines, body content, and CTAs. The course covers platforms like HubSpot, Salesforce, Mailchimp, ActiveCampaign, and Klaviyo, with real dashboards and workflows. You’ll also learn to integrate CRM data with your email tools for better personalization, automation, and segmentation. By the end, you’ll confidently measure the effectiveness of every email and lead campaign. You’ll optimize your workflows, nurture the right leads, and generate better results with fewer sends — ensuring your marketing and sales teams stay aligned and data-driven.