This course is designed to equip you with the skills and knowledge needed to manage customer relationships using a CRM system effectively. You’ll learn how to leverage the system to optimise sales, marketing, and customer support processes, increase customer satisfaction, and drive business growth.
Introduction
Introduction to the CRM system
Lessons
What is a CRM The Sales Pipeline Understanding CRM terminologyModules
Explore the fundamental building blocks of a CRM system – Accounts, Users, Leads, Opportunities, Cases, Emails, and Calendar. Although some of these modules may seem similar, it’s crucial to understand their important differences to ensure that you use the right module for your purpose.