Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills

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.