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Customer Relationship Management (CRM)
Curriculum
4 Sections
15 Lessons
4 Hours
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CRM Fundamentals
4
1.1
What a CRM Does for Your Business
23 Minutes
1.2
Choosing the Right CRM Platform
22 Minutes
1.3
Contacts, Deals and Pipelines Explained
26 Minutes
1.4
Data Hygiene from Day One
12 Minutes
Working the System
4
2.1
Logging Activities and Notes That Matter
17 Minutes
2.2
Pipeline Management Best Practices
8 Minutes
2.3
Tasks, Reminders and Follow-Up Discipline
15 Minutes
2.4
Email Integration and Templates
11 Minutes
Automation & Reporting
4
3.1
Automating Repetitive Sales Steps
19 Minutes
3.2
Lead Scoring Basics
8 Minutes
3.3
Dashboards and Sales Reports
10 Minutes
3.4
Forecasting from CRM Data
25 Minutes
CRM as a Growth Engine
3
4.1
Customer Segmentation for Upsells
13 Minutes
4.2
Team Adoption and Playbooks
18 Minutes
4.3
Course Project: Design Your CRM Workflow
18 Minutes
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