Using 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.