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We're here to help you find itUsing Customer Relationship Management (CRM) Course Overview
The "Using Customer Relationship Management (CRM)" course is designed to equip learners with the essential skills to effectively manage and leverage CRM tasks to enhance customer relations and drive sales growth. It begins with Module 1: Introduction, where participants learn to personalize their Home Dashboard to streamline CRM activities.
Throughout the course, learners will delve into setting up sales preferences, managing contacts and activities, and optimizing leads and prospects management in Modules 2, 3, and 4. Practical skills like creating online lead forms, setting up sales territories, and managing the sales pipeline will be covered.
Module 5 focuses on managing sales transactions, guiding learners through the creation and billing of sales orders. Finally, Module 6 emphasizes the importance of reporting, teaching participants to work with CRM reports and review sales and order status reports.
By the end of the course, learners will have a comprehensive understanding of CRM systems, equipped to improve customer interactions, streamline sales processes, and make data-driven decisions for business growth.
This is a Rare Course and it can be take up to 3 weeks to arrange the training.
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4-Hour Sessions
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♱ Excluding VAT/GST
Classroom Training price is on request
♱ Excluding VAT/GST
Classroom Training price is on request
Sure, here are the minimum required prerequisites for successfully undertaking training in the Using Customer Relationship Management (CRM) course:
Please note that these prerequisites are designed to ensure that participants can make the most out of the training. The course is structured to cater to individuals with varying levels of experience, but a foundational knowledge in the areas mentioned above will help participants to quickly grasp the concepts discussed in the course.
Koenig Solutions' CRM course equips professionals with the skills to optimize sales processes and manage customer relationships effectively.
This course on Using Customer Relationship Management (CRM) provides comprehensive training to personalize CRM dashboards, manage sales processes, and analyze customer interactions for optimized sales performance.