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LinkedIn Learning

CRM Basics: Unlock Business Growth through Relationships

via LinkedIn Learning

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Overview

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Learn strategies to leverage CRM software so you can store important customer data, track information, and nurture customer relationships while creating efficiencies.

Syllabus

Introduction
  • Nurture customer relationships
1. Set Your CRM Stage
  • Plan your CRM setup
  • Data management 101
  • Plan for data imports
  • Define the sales process
2. Leverage Tools for Customer Centricity
  • Increase team efficiency
  • Build seamless automations
  • Create brand consistency
  • Organize your sales pipeline
  • Build a customer-centric CRM
  • Leverage surveys
  • Delight your customers
3. Build CRM Reports
  • Measure what matters
  • Map important properties
  • Build basic sales reports
  • Perform accurate forecasting
  • Tell your reporting story
Conclusion
  • Next steps

Taught by

Dan Moyle and Madecraft

Reviews

4.7 rating at LinkedIn Learning based on 241 ratings

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