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CRM: Learn About Tools for Managing Customers

Corporate
Digital Skills

Business Management and Finance

Duration

10 a.m.

PRESENTATION

Thanks to the course on CRM: Learn About Tools for Managing Customers you'll be able to make the best decisions to successfully manage the customer relations current and potential customers, thereby increasing the business productivity for your company or business. You'll learn how to design a strategy for automated sales management and tailored to your customers. You'll improve the Communication and Workflow across the sales, marketing, and customer service departments. You'll discover the wide variety of CRM systems available on the market and select the one that's best suited for your company. You'll learn the steps necessary to implement successfully a CRM in your business, as well as how to get the most out of all its features.

Objectives

  • Build customer loyalty and create more lasting relationships with customers through a more honest, cost-effective, and meaningful communication.

  • Generate sales opportunities.

  • Create and manage sales funnels.

  • Measure and track the key sales metrics.

Syllabus

LEARNING UNIT 1. WHAT IS A CRM AND HOW CAN IT TRANSFORM CUSTOMER MANAGEMENT?

  1. What Is a CRM and Why Every Company Should Have One
  2. Differences Between CRM and ERP
  3. Types of CRMs
  4. How does a CRM work?
  5. The 10 Essential Features of a Good CRM

TEACHING UNIT 2. DEVELOPMENT AND IMPLEMENTATION OF A CRM MANAGEMENT PROGRAM

  1. How to Successfully Implement a CRM in Your Company
  2. How to Get the Most Out of Your CRM's Features
  3. Key Elements and Modules of a Good CRM
  4.  CRM Automation Plan
  5. Key integrations between your CRM and other business tools

LEARNING UNIT 3. THE BEST CRM TOOLS FOR YOUR BUSINESS

  1. HubSpot, the premium platform
  2. Clientify
  3. Pipedrive
  4. Zoho
  5. SalesForce
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Are the Educa PHAROS courses eligible for credit?

Many courses can be credited toward the master's programs at Structuralia.
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Facts about our area

+ 1.483

Hours

+88.999

Minutes

264

Courses

Educa PHAROS is a next-generation training model that places a company’s human capital at the forefront. Through a platform that adapts to each company’s corporate identity and offers a total of more than 900 courses, it provides tailored training for each organization. The unlimited flat-rate plan provides each company with the number of courses that best suits its needs, as well as the ability to determine which employees will have access.
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