Thanks to the course on CRM: Discover the 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 commercial 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 range of CRM systems available on the market and choose the one best suited to your business. You’ll learn the steps necessary to implement successfully a CRM in your business, as well as helping you make the most of all its features.
Corporate
Business Administration and Management
10 a.m.
CRM: Discover the Tools for Managing Customers
Business Administration and Management
10 a.m.
Introduction
Objectives
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Build customer loyalty and foster longer-lasting relationships with customers through a more honest, cost-effective and meaningful communication.
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Generate sales opportunities.
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Create and manage sales funnels.
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Measure and monitor the key sales indicators.
Table of Contents
LEARNING UNIT 1. WHAT IS A CRM AND HOW CAN IT TRANSFORM CUSTOMER MANAGEMENT?
- What is a CRM and why should every business have one?
- Differences between CRM and ERP
- Types of CRMs
- How does a CRM work?
- The 10 essential features of a good CRM
TEACHING UNIT 2. DEVELOPMENT AND IMPLEMENTATION OF A CRM MANAGEMENT PROGRAMME
- How to successfully implement a CRM system in your company
- How to get the most out of your CRM’s features
- Key elements and modules of a good CRM
- CRM Automation Plan
- Key integrations between your CRM and other business tools
LEARNING UNIT 3. THE BEST CRM TOOLS FOR YOUR BUSINESS
- HubSpot, the premium platform
- Clientify
- Pipedrive
- Zoho
- SalesForce
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