Transitioning to CRM from generalist marketing role?

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I'm late(ish!) 30s and have worked in digital marketing for my entire career. Quite generalist. Currently focusing on projects and processes in my current mid-level role. I want to transition into CRM as I think it plays to my strengths and interests.

From my perspective, I have transferable skills: project management, overall marketing knowledge, strategy, analytical skills (could be developed though!), process improvements, managing PM software, collaborating between departments. But I obviously have gaps: I haven't really been involved in CRM work for years. Did a little bit here and there throughout my career, but in no real meaningful way – creating some very basic email journeys.

I'm wondering whether anyone else has taken a similar path and can share any advice?

Some specific questions:

  • Where do I start?! 🙂
  • What CRM system would be advisable to learn? SalesForce, Marketo, HubSpot, Dynamics, other?
  • I'm late 30s with mortgage, wife, and kids – am I going to have to start from the bottom and work up? If so, will my progression be speedier due to prior experience? Don't mind taking a hit on salary initially, but would be good to hear that I won't be starting literally from square one again with another 10 years to get the same salary!!
  • Is there a course I can take that would plug what I see as my gaps?… Specific CRM system training, customer data management, CRM strategy.
  • What are the prospects for the future? Is it even a good idea to pivot into CRM?
  • What other roles / paths can I take in in the future?

Appreciate any help you may be able to offer 🙂

submitted by /u/pesver27
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