Alright, in this course we dive deep into the planning and architecture of CRM systems. In Unit 2, we started with pre-built planning documents and built a Zoho and Hubspot CRM. Now, we actually show what it’s like to plan with a client and create those documents.

Remember, we really focus on our 3 Pillars, outlined in this document. Planning, flowcharting, architecting? That’s pillars 1 & 2. We’ll walk through how to prep for and conduct a needs analysis with customer and where to take your planning documents from there.