8 Best CRM Certification Programs | Fit Small Business

8 Best CRM Certification Programs

Those new to customer relationship management (CRM) are often surprised that many certifications are available in their industry. Many CRM platforms offer training and licensure, but some organizations offer more generalized certifications. We evaluated dozens of programs to find the eight best CRM certification programs to help you get the most out of your CRM….

Written By
J.R. Johnivan
J.R. Johnivan
Reviewed By:
Jul 30, 2024
14 minute read

Those new to customer relationship management (CRM) are often surprised that many certifications are available in their industry. Many CRM platforms offer training and licensure, but some organizations offer more generalized certifications. We evaluated dozens of programs to find the eight best CRM certification programs to help you get the most out of your CRM.

Best CRM Certification Programs at a Glance

ProviderCertificationKey TopicsPriceCourse Layout and Duration
Hubspot Academy Logo.HubSpot Marketing Software CertificationAutomation and email and content marketing in HubSpotFree Under 5 hours of self-paced videos, quizzes, practical exercises, and an exam
Take This Course
Trailhead Logo.Certified Salesforce AdministratorSalesforce CRM configuration, customization, and user managementCourse: FreeExam Fee: $200Retake Fee: $100Over 56 hours of courses and exam prep
Take This Course
Zoho Spark Logo.Zoho CRM Certified AdministratorAdministrators, developers, sales reps, and sales managers using Zoho CRMContact Zoho for custom pricing4 days (over 7 hours per day)
Take This Course
Freshworks Academy logoFreshdesk Product Expert CertificationSetting up and operating Freshdesk and scaling the platformFree60-minute test plus optional courses
Take This Course
Logo of Zendesk.Zendesk Omnichannel Agent Specialist CertificationZendesk interface navigation and omnichannel ticket management$199 per exam attempt225 minutes of courses plus a 45-minute exam
Take This Course
Logo of Udemy.Predictable Revenue Pipedrive Mastery CourseSetting up and operating Pipedrive and executing the Predictable Revenue system$54.994 hours and 44 minutes of self-paced videos and downloadable resources
Take This Course
Microsoft logoMicrosoft Certified: Dynamics 365 FundamentalsDynamics 365 sales, marketing, and service app features and automation capabilitiesCourse: FreeExam Fee: $99Over 6 hours of lessons
Take This Course
Netsuite logo.NetSuite Administrator FundamentalsNetSuite configuration, account management, and supportCourse: FreeExam Fee: $250Retake Fee: $1505 hours and 39 minutes
Take This Course

1. HubSpot Marketing Software Certification: Best for Entry-level Marketers Using HubSpot

This certification is for those who want to validate their skills in email and content marketing, lead generation, automation, and contact management through the HubSpot ecosystem of solutions. Since it focuses on the fundamentals of marketing and CRM, this certification is a great choice for novices and entry-level professionals who are working with smaller businesses that already use HubSpot daily.

Cost:

  • Certification Course: Free
  • Exam: Free

Validity: 13 months

Course structure: 11 lessons with 5 quizzes and 9 practical exercises

Duration: 4 hours and 40 minutes

Topics/modules:

  • Introduction to the Marketing Hub
  • Using buyer personas
  • Exploring the contacts database
  • Understanding segmentation
  • Creating a campaign
  • Creating calls-to-action
  • Creating forms
  • Understanding workflows
  • Getting started with emails
  • Understanding social media
  • Understanding reporting in the Marketing Hub
A preview of the courses in HubSpot Marketing Software Certification seen in a HubSpot Academy account.
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An introduction to the HubSpot Marketing Hub (Source: HubSpot)

Our Expert Opinion

A highly versatile and popular CRM platform, HubSpot provides various training programs via HubSpot Academy. Interested parties can choose which certifications to pursue, but the HubSpot Marketing Software certification is one of the most worthwhile. Each HubSpot certification, including their Marketing Software certification, is valid for 13 months before recertification is required.

Visit HubSpot Academy

2. Certified Salesforce Administrator: Best Resume Booster for CRM Managers

The Certified Salesforce Administration licensure is helpful for system administrators, developers, marketing experts, and other professionals who want to make the most of Salesforce CRM—regardless of their location.

Cost:

  • Certification Course: Free
  • Exam Fee: $200 per attempt
  • Retake Fee: $100

Validity: One year

Course structure: 20 self-paced modules with project exercises

Duration: 56 hours and 10 minutes

Topics/modules:

  • Configuration and setup
  • Object manager and lightning app builder
  • Sales and marketing applications
  • Service and support applications
  • Productivity and collaboration
  • Data and analytics management
  • Workflow/process automation
An overview of the Salesforce Platform Basics module of the Certified Salesforce Administrator certification course.

The Certified Salesforce Administrator certification course, Salesforce Platform Basics (Source: Salesforce)

Our Expert Opinion

The Salesforce Administrator Certificate is a globally recognized CRM accreditation that demonstrates complete mastery of Salesforce CRM. With 148% job growth over the past five years and a median base salary of $86,000, this role can be very lucrative for the right individual. Based on reputation, the Salesforce Administrator Certificate is among the best CRM certification programs available.

Visit Salesforce Trailhead

3. Zoho CRM Certified Administrator: Best CRM Software Training for Zoho Customization

The Zoho CRM Certified Administrator program is for CRM admins responsible for setting up, configuring, and maintaining their organization’s Zoho CRM software. It offers highly detailed training on how to customize the system, connect with external applications, manage users, create automation, and operate the modules.

Cost: Contact Zoho for custom pricing

Validity: Two years

Course structure: 19 training topics delivered via onsite, virtual classroom, or user-requested online sessions

Duration: Four days (7-plus hours per day); 60 minutes to one day for exam

Topics/modules:

  • General settings
  • Sales process automation
  • Inventory management
  • Support
  • Users and control
  • User interface
  • Basic customizations
  • Advanced customizations
  • Channels
  • Automation
  • Process management
  • Data administration
  • Marketplace
  • Other modules
  • Developer space
  • Mobile apps
  • Zoho directory
  • Zia in Zoho CRM
  • Canvas builder and admin tools
A preview of Zoho CRM Certified Administrator's course modules for Days One and Two.
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The Zoho CRM Certified Administrator course modules (Source: Zoho Spark)

Our Expert Opinion

We consider Zoho one of the top CRMs for customization, automation, and integrations. The Zoho Certified Administrator accreditation and its courses enable businesses to take advantage of Zoho CRM’s essential features and technical components. It teaches you how to customize the system, connect with external applications, manage users, create automation, and operate the modules.

Visit Zoho Spark

4. Freshdesk Product Expert Certification: Best Fast-track Administrator Certification

The Freshdesk Product Expert certification is ideal for users who need to get certified as quickly—and inexpensively—as possible. It’s ideal for novice and entry-level professionals and mid- and senior-level customer service representatives.

Cost: Free

Validity: Not indicated

Course structure: Online modules and tests delivered via the Freshworks Academy

Duration: 60-minute test plus optional courses ranging from 15 to 60 minutes each

Topics/modules:

  • Setting up and managing Freshdesk
  • Creating workflows and automation in Freshdesk
  • Scaling a customer support team using Freshdesk features
Certification programs available on the Freshworks Academy page.

The Freshworks Academy certification programs (Source: Freshworks Academy)

Our Expert Opinion

The Freshdesk Product Expert Certification is great because of how quickly administrators or Freshdesk agents can get certified. It requires participants to pass a 60-minute test once they feel ready. Plus, the certification exam is free to take. While there are only three certifiable courses in Freshworks Academy, users can still get access to dozens of free courses on customer service.

Visit Freshdesk Academy

5. Zendesk Omnichannel Agent Specialist Certification: Best for Service Reps Using Zendesk

The Zendesk Omnichannel Agent Specialist certification is for customer service representatives who use Zendesk solutions daily. Specifically, it’s for those who have completed the Omnichannel Agent Learning Path and the Omnichannel Agent Learning Path Quiz. It’s also great for remote workers who want to obtain the CRM certification online.

Cost:

  • Training: Free
  • Exam Fee: $199
  • Retake Fee: $199

Validity: Six months

Course structure: Online modules and certification prep course delivered via Zendesk Training

Duration: On-demand courses totaling 225 minutes plus a 45-minute exam

Topics/modules:

  • Omnichannel Agent Learning Path (Introduction and Basics of Zendesk, Zendesk Support, Zendesk Messaging, and Zendesk Talk plus quiz)
  • Agent Certification Preparation Path
A screenshot of the Zendesk Omnichannel Agent Specialist certification practice test seen in a free Zendesk Training account.
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The Zendesk Omnichannel Agent Specialist certification practice test (Source: Zendesk)

Our Expert Opinion

The Zendesk Omnichannel Agent Specialist certification training helps users become experts in operating and navigating this customer service platform. The exam is relatively expensive at $199, and you must recertify every six months. However, agents using Zendesk can greatly benefit from this course since it has a comprehensive study guide on the platform’s essential features.

Visit Zendesk Training

6. Predictable Revenue Pipedrive Mastery Course: Best for Revenue Teams

This course is designed for revenue operations teams and current and future Pipedrive users. It is also geared towards sales professionals of all levels, including rookies and one-man sales teams. The whole certification program is designed to help sales reps hone their sales frameworks and techniques.

Cost: $54.99 with a 30-day money-back guarantee

Validity: Not specified

Course structure: Six sections with 50 on-demand lecture videos and 18 downloadable resources

Duration: 4 hours and 44 minutes of on-demand videos

Topics/modules:

  • Introduction to Sales and Pipedrive
  • Getting Started with Pipedrive
  • Predictable Revenue
  • Lead Generation
  • Sales Hacking
An overview of the Predictable Revenue Pipedrive Mastery Course content.

The Predictable Revenue Pipedrive Mastery Course overview (Source: Udemy)

Our Expert Opinion

The Predictable Revenue Pipedrive Mastery Course is ideal for small RevOps teams wanting to drive their sales with the help of Pipedrive. This course is being used by top companies like Nasdaq, and Eventbrite for their employees—further proof that it is one of the best CRM certification programs in the market. Plus, it offers a 30-day money-back guarantee and the option to give it to another user.

Visit Udemy

7. Microsoft Dynamics 365 Fundamentals: Best CRM Software Training for Broad Product Knowledge

This certification program is a highly recommended CRM software training for professionals who want to demonstrate their knowledge of the Dynamics 365 platform. These professionals include customer success managers, marketing consultants, and top-tier customer support specialists.

Cost:

  • Courses: Free
  • Exam: $99
  • Retake: $99
  • Renewal: Free

Validity: One year

Course structure: 10 self-paced online modules or 78 instructor-led units

Duration: 6-plus hours of total lessons plus a 45-minute exam

Topics/Modules:

  • Core capabilities of Microsoft Dynamics 365 customer engagement apps
  • Fundamentals of Microsoft Dynamics 365 Customer Insights
  • Fundamentals of Microsoft Dynamics 365 Sales
  • Fundamentals of Microsoft Dynamics 365 Service
  • Fundamentals of Microsoft Dynamics 365 Field Service
An overview of the Microsoft Dynamics 365 Fundamentals certification course.
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The Microsoft Dynamics 365 Fundamentals course overview (Source: Microsoft Learn)

Our Expert Opinion

Microsoft Dynamics 365 is used in various disciplines and industries, so this is a great certification for nearly any professional who works with customers daily. Although CRM software training programs from Microsoft Dynamics 365 are only valid for one year, renewals are free.

Visit Microsoft Learn

8. NetSuite Administrator Fundamentals: Best for Advanced NetSuite Users

The Oracle NetSuite Administrator certification is for professionals who have been using NetSuite for several months and are already familiar with NetSuite’s family of tools, including SuiteAnalytics, SuiteBuilder, and SuiteCloud platform. It’s also for NetSuite users who have already obtained the Oracle NetSuite SuiteFoundation certification.

Cost:

  • Exam: $250
  • Retake: $150

Validity: Not specified (exam is rewritten as needed and certificate holders may be required to retake and pass the exam to maintain this certification)

Course structure: Self-paced videos administered via NetSuite MyLearn

Duration: 5 hours and 39 minutes, plus a 120-minute exam

Topics/modules:

  • NetSuite SuiteFoundation certification (prerequisite)
  • SuiteAnalytics
  • SuiteBuilder
  • SuiteCloud Platform
  • Setup and Administration
  • Data Security
  • Working with NetSuite
An overview of the NetSuite Administrator Fundamentals course.

The NetSuite Administrator Fundamentals course overview (Source: NetSuite MyLearn)

Our Expert Opinion

With more than 38,000 customers worldwide, NetSuite is quickly making its presence known in the world of CRM. The NetSuite Administrator Fundamentals program has a unique edge with its no-expiry certification. However, it is not recommended for new NetSuite users since it requires the achievement of the NetSuite SuiteFoundation certification.

Visit NetSuite MyLearnEducation Services

CRM Certification Stats

Not sure if CRM certifications can offer you or your business tangible benefits? These CRM certification statistics from Pearson VUE might change your mind.

CRM Certification Stats.
  • 37% of certified employees received salary hikes, 42% are expecting one, and 27% are promoted.

Takeaway: Candidates who invest in certification and courses to acquire new skills enjoy better job opportunities. Certifications make candidates qualified for higher pay, more rewarding jobs, and even promotions.

  • 92% of credentialed employees feel more empowered in their jobs.
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Takeaway: Having the additional qualification in the form of a certification makes employees more confident in their abilities, making it easier for them to contribute greater value to the company. The added credential also ensures that workers are better equipped for their current position or a better job opportunity.

  • A credentialed employee’s average return on investment (ROI) is $10,000 or more.

Takeaway: Investment in employees’ IT certification benefits a company’s bottom line. Given that credentialed workers feel more empowered, they contribute more value to the company compared to workers who are not certified. This should also push more businesses to invest in skills training.

  • 42% of Gen Z pursue certifications for the first time, while only 15% of millennials and 7% of baby boomers do the same.

Takeaway: Skills gaps are foreseen to fade faster as more workers below age 34 adopt certification earlier in their careers.

  • 86% of workers prefer self-paced exam prep courses over in-person classes.

Takeaway: An overwhelming majority of workers who enroll in exam prep courses prefer to take self-directed lessons since it is more convenient for them. With the prevalence of remote and hybrid working environments, more talents are turning to online certification courses to bridge skills gaps.

How We Evaluated the Best CRM Certification Programs

To evaluate the best CRM certifications and training courses, we considered two value-based attributes. The first was the overall prestige of getting certified—in other words, whether it could help someone get a promotion, a pay raise, or a new job. We also looked at certification in a CRM system’s most valuable features.

For example, HubSpot is well-known for its marketing and automation features. Therefore, having Marketing Software certification from HubSpot helps users better operate its drip campaign, email, and content management features. Ultimately, businesses using HubSpot can get more value from the system. Finally, we considered roadblocks to obtaining and keeping certifications, such as training costs, course duration, and validity periods.

Frequently Asked Questions (FAQs)

The best CRM certification varies depending on your business needs, goals, and the CRM platform that you are currently using. For instance, the Certified Salesforce Administrator program offers a plethora of CRM courses that you can apply outside of the Salesforce suite of apps. The HubSpot Marketing Software Certification is for marketers using HubSpot, while the Predictive Revenue Pipedrive Mastery Course is for those who want a sales-focused course.

To become a CRM specialist, you must first learn the basics of customer relationship management via online resources or from experienced CRM professionals. Then, you have to gain practical experience with CRM systems by using free or low-cost versions of popular providers. Next, get certified in CRM to increase your chances of getting hired. Lastly, you keep up with the latest trends and best practices in CRM.

As of July 1, 2024, a CRM expert in the US earns an average salary of $67,172 per year ($5,597 per month) or $32.29 per hour. This figure varies from one state or city to another and depends on an individual’s skill level and years of experience. Top earners have an annual salary of $85,500, while those in the 25th percentile earn around $54,500.

Bottom Line

Although the sheer variety of CRM training courses can be overwhelming for those new to the tools, they ultimately let you choose your path to success. Whether you’re trying to solidify your presence as a customer-focused leader or just get your foot in the door with an entry-level position, there’s likely a CRM software certification that can help you achieve your goals sooner rather than later.

J.R. Johnivan

J.R. Johnivan is a technology writer and computer repair professional with 20 years of experience. His work explores emerging technologies, including next-generation LLMs, their societal impact, and how they can improve professional workflows. He began writing while studying computer networking, eventually combining his passion for technology with a career in content. He also brings expertise in project management, HR, and CRM software, giving him a practical, business-focused perspective on today’s tech landscape.

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