Learn strategies to leverage CRM software so you can store important customer data, track information, and nurture customer relationships while creating efficiencies.
CRM Basics: Unlock Business Growth through Relationships
Overview
Syllabus
Introduction
- Nurture customer relationships
- Plan your CRM setup
- Data management 101
- Plan for data imports
- Define the sales process
- Increase team efficiency
- Build seamless automations
- Create brand consistency
- Organize your sales pipeline
- Build a customer-centric CRM
- Leverage surveys
- Delight your customers
- Measure what matters
- Map important properties
- Build basic sales reports
- Perform accurate forecasting
- Tell your reporting story
- Next steps
Taught by
Dan Moyle and Madecraft
