CRM-Software to Manager Customer Details Course Phoenix EB

Mon Apr. 22 at 8:30 am - 10:30 am

Event Details

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CRM = Customer Relationship Management Software
  • How do you organize your customer contact information?
  • How do you manage your interactions with customers?
  • ​How do you keep track of your discussions, documents, marketing efforts?
  • ​How do you manage tasks and activities?

  • How to use an online customer relationship management software for managing your contact, sales, marketing and support in a single system.
  • In addition, you will be taught how to use a CRM for organizing tasks and assignments.
  • Reaching customers at the right moment and using an continuous engagement effort are important in a digital society, this course provides you with the tools to accomplish this task.
This course will address the following topics:
  • Setting up your organization in the CRM; including roles and profiles; and security administration.
  • Adding your branding elements including logo, motto and signature template.
  • Adding customer contact details into your CRM to minimize time and increase efforts.
  • Distinguishing between leads, contacts, accounts and potentials for tracking purposes.
  • Tracking customer calls, conversations, and conversions (sales).
  • Creating automated templates to engage with customers.
  • Using reports and dashboards for sales forecasting; sales reporting; customer activities and more.
  • Effectively using a document library.
  • Team collaboration using auto feeds.
  • How to integrate with social media.
  • Data administration - import and export databases.
Course includes initial CRM software.
CRM Course II - advanced course will be offered soon! It will include the following topics:
  • Chat Integration
  • Telephone Calls
  • Sales Signals
  • Social Media
  • Gasification
  • Territory Management
  • Advanced CRM Analytics
  • Creating Surveys
  • Web Forms
  • Workflow Management
  • Add-ons and Integration
  • Integration with Google Apps

Dates & online class time:
Offered Daily

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