What you'll learn:
- Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
- Template Download: Template Built In The Course Is Available For Download At Course End
- Microsoft Excel
- Organize Data
- Run Queries
- Predefined Selection Lists
- Make Effective Decisions
- Manage Data Sets
- Easily Change Fields
- Filter Results
- Multiple User Access
- And Much More!
Do The High Prices of Customer Relationship Management CRMSoftware Packages Make You Cringe?
Do You Want To Ensure You Can Customize A System Specific To Your Needs?
Do You Want To Harness The Power of Microsoft Excel And Build Your Own CRM System?
Do You Want To See How Easy It Is To Build Your Own Custom CRM FromStart To Finish?
If YouAnswered "Yes" To Any Of The Above, LookNo Further. This IsThe Course For You!
*** Updated in January 2023 with new content!***
Enroll today and join the 100,000+successful students Ihave taught as a Top Rated Udemy instructor!
Three reasons to TAKETHISCOURSEright now:
You getlifetime accessto lectures, including all new lectures, assignments, quizzes and downloads
You canask me questionsandsee me respondto every single one of them thoroughly!
You will are being taught bya professional with a proven track record of success!
Bonus reason:Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!
Bonus reason: You get to download and use the template we build in the course (if you don't build your own that is)
RecentReview:
Pat M. says:"Exactly what I've been looking for. Iknew that Excel was powerful enough to handle my CRM needs but really wasn't sure where to start building one. This course started from scratch and goes the entire way through building a model. Really is exactly whatI needed, like having a personal coach right beside you. Highly recommended!"
WhyYou ShouldTake This Course With Me:
Have you ever wanted to take control of your sales pipeline and customer relationship management? Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer?You have come to the right place!With just a copy of Microsoft Excel, a little bit of time and this course, you'll have your own fully custom CRMsystem in next to no time!
In this course we start with the basics of Excel so even a beginner will be able to build the template.From there, we take a blank workbook, and start building our CRM system. By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!
What We Do In The Course:
Learn the basics of Excel (for beginners, intermediate/advanced can skip)
Start with a blank workbook
Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)
Create predefined lists so users are limited in their choices for some fields
Enter customer data (for testing and demo purposes)
Run filters on data to demonstrate the ease of use
Create pivot table reports to summarize large quantities of data
Create a dashboard report with the key metrics you would want out of your CRM, for example, number of customers at each stage of the sales cycle
Learn what NOT to do as well - only the best business practices
Teach you how to then use that information to make informed decisions
And Much More!!! You will be truly impressed with the power of the CRM system.
At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.
***CLICK "BUY NOW" AND LEARN HOW CREATE A DYNAMIC CRMSYSTEM IN EXCEL! ***
About The Instructor
Chris Benjamin, MBA&CFO is a seasoned professional with over 25 years experience in accounting,finance, financial reporting, small business and CRMsystems. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.
The following 10+years Idecided to go into CFOConsulting, working with growing companies and bringing CFOlevel experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFOroll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.
Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!
Chris Benjamin, Instructor,CFO&MBA
