Description

Course Description

Technology is a must in business today. Customers demand organizations to be always on the top of their game. No matter the specific focus of your business, it’s important to keep detailed records of interactions with prospects and customers. Customer Relationship Management (CRM) tools allow us to do this. Using a CRM is not the easiest thing for people many times…which leads to a decline in the customer experience.

Throughout this course, we will explore the importance of CRMs and how to leverage them for a world-class customer experience. We will cover from selecting a good system through better using the functions your system has. Your CRM can help you rapidly build your business while maintaining your relationships and centralizing your data.

Objectives:

Upon completion of this course, will be able to:

• Define what a CRM is

• Understand the importance of a CRM

• Identify your business requirements for a CRM

• Understand how to select a CRM

• Understand how to keep your contacts updated

• Understand how to setup a buyer drip campaign

• Understand how to setup a seller drip campaign

• Understand lead websites

• Understand CRM integrations

• Describe how automation features enhance the customer experience