Data Analytics in Marketing and CRM

Capstone Project
Specialized
Fully Ready

About the Course

This is a project-focused course introducing data-driven marketing strategies through CRM and campaign performance analytics. Students explore customer segmentation, lifetime value modeling, and A/B testing using real datasets and guided mini-projects. The course concludes with capstone projects simulating real-world challenges in marketing analytics.

Learning Outcomes

By the end of this course, participants will be able to:

  • Understand the role of CRM data in shaping marketing strategy
  • Use Excel, SQL and Python to derive and communicate marketing insights
  • Analyze campaign performance using real-world customer data
  • Apply key techniques including segmentation, CLV modeling, and A/B testing
  • Deliver actionable recommendations through applied analytics projects

Curriculum

  • Chapter 1: Getting Started with Marketing and CRM Analytics

    Overview:

    In this chapter, participants will be introduced to the fundamentals of marketing and CRM analytics. They will learn about customer data, KPIs, and marketing metrics, and explore the role of CRM systems in driving customer engagement and campaign effectiveness.

    Topics to Cover:

    • Introduction to Marketing & CRM Analytics
    • Understanding customer data, KPIs, and marketing metrics
    • Exploring CRM systems and their role in marketing
  • Chapter 2: Analyzing Credit Limit Marketing Campaigns

    Overview:

    In this chapter, participants will learn how to evaluate the performance of marketing campaigns. They will analyze engagement levels, approval rates, and ROI, applying their knowledge in a hands-on project focused on credit limit increase campaigns.

    Topics to Cover:

    • Evaluating campaign performance
    • Analyzing engagement, approval rates, and ROI
    • Project: Credit Limit Increase Campaign
  • Chapter 3: Customer Lifetime Value (CLV) Modeling and Application

    Overview:

    In this chapter, participants will explore the concept of Customer Lifetime Value (CLV). They will learn calculation methods, segment customers based on predicted value, and apply CLV modeling to real-world marketing use cases.

    Topics to Cover:

    • Understanding CLV concepts and calculation methods
    • Segmenting customers based on predicted value
    • Project: CLV Modeling – Online Retailer
  • Chapter 4: Capstone Project – A/B Testing Email Campaigns

    Overview:

    In this chapter, participants will apply their analytics skills to support an email marketing campaign. They will use CRM data to segment leads, design balanced control and test groups, and evaluate campaign performance using engagement metrics.

    Topics to Cover:

    • Supporting an email marketing campaign using CRM data and KPIs
    • Segmenting leads into balanced control and test groups
    • Analyzing performance with open, click-through, and conversion rates
    • Delivering final lists, performance reports, and SQL scripts
    • Project: The Globe and Mail Email Campaign Optimization
  • Chapter 5: Capstone Project – Marketing Analytics

    Overview:

    In this chapter, participants will design and execute a full-scale marketing analytics project. They will create a data-driven campaign strategy for a new credit card offer, segment customers using multiple data dimensions, and optimize outreach across channels through testing and reporting.

    Topics to Cover:

    • Designing a data-driven campaign strategy for a new credit card offer
    • Segmenting customers by demographic, financial, and behavioral data
    • Planning outreach across multiple marketing channels
    • Setting up A/B testing groups for campaign optimization
    • Analyzing and delivering contact lists by channel with treatment/control design
    • Project: Metro Trust Bank Credit Card Campaign Optimization

Tools

Microsoft Excel
SQL
DataGrip
Python
Anaconda
Jupyter Notebook
Google Colab
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Common Questions

Find answers to your questions about the Learning Track
  • Standard Courses: Focused, short courses that build foundational or intermediate skills through hands-on exercises, enabling you to apply what you learn immediately.
  • Track Courses: Structured learning paths that guide you from beginner to advanced levels. They include practical projects that integrate multiple tools and workflows, aligned with industry best practices, helping you gain the skills and confidence to tackle real-world challenges.

No. Track Courses are only accessible through the Professional or Unlimited+ subscription plans.

  • Standard Plan gives you access to all Standard Courses.
  • Professional Plan gives you access to both Standard and Track Courses within your chosen domain.
  • Unlimited+ Plan provides full access to all courses — both Standard and Track — across all domains.

 

Yes, all courses are designed to be self-paced. Learn when it fits your schedule.

Each course includes prerequisites if needed. Many Standard Courses are beginner-friendly.

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