Crm (Customer Relationship Management) Software Overview

Mastering Customer Relationship Management (CRM) for Business Success

What you'll learn

Understand the core concepts and importance of CRM systems.

Identify the different types of CRM systems and their unique purposes.

Gain insights into the key features of operational, analytical, and collaborative CRMs

Analyze how CRMs enhance customer engagement and overall business operations

UnderstaUnderstand the various roles involved in CRM systems, their responsibilities, and required skillsets

Requirements

No prerequisites needed

Description

Unlock the full potential of CRM (Customer Relationship Management) software to drive business success! Whether you’re a business professional, entrepreneur, or someone looking to enhance customer engagement and optimize operations, this course is your gateway to understanding and leveraging CRM systems effectively.In this comprehensive course, you will explore:CRM Fundamentals: Understand the core concepts behind CRM, its purpose, and why it’s crucial for modern businesses.Types of CRM Systems: Dive into the different CRM models, including operational, analytical, and collaborative CRM, to discover which suits your needs best.Key Features and Functionalities: Learn about essential CRM features such as contact management, sales automation, marketing integration, customer service, and reporting.Implementation Best Practices: Get step-by-step guidance on choosing and implementing a CRM system, managing data migration, and integrating with existing tools.Enhancing Customer Engagement: Discover how CRMs can help build stronger customer relationships, streamline communication, and deliver personalized experiences.A practical installation and demonstration of an open source CRM platform: Gain practical insights through real-life examples of CRM implementation.By the end of this course, you will have the knowledge to select the right CRM for your business, implement it efficiently, and leverage it to boost customer engagement and drive growth. Enhance your career and empower your business with the power of CRM!Who this course is for:Business professionals aiming to improve their customer management skillsEntrepreneurs and small business owners looking to streamline operationsSales and marketing teams needing practical CRM insightsAnyone interested in learning about CRM software for better customer relationshipsJoin now and start transforming how you manage customer interactions and enhance business operations with a comprehensive understanding of CRM systems!

Overview

Section 1: Introduction

Lecture 1 Introduction of the course CRM Software Overview

Lecture 2 Meet your Instructor

Section 2: CRM (Customer Relationship Management) fundamentals

Lecture 3 Definition of CRM

Lecture 4 The importance of CRM for businesses

Lecture 5 Benefits of CRM

Section 3: CRM Core components

Lecture 6 Introduction in core components

Lecture 7 Contact Management

Lecture 8 Sales Management

Lecture 9 Customer Service and support

Lecture 10 Marketing Automation

Lecture 11 Analytics and reporting

Lecture 12 How these components work together

Section 4: Types of CRM systems

Lecture 13 Introduction in types of CRM systems

Lecture 14 Operational CRM

Lecture 15 Analytical CRM

Lecture 16 Collaborative CRM

Section 5: Key features of CRM systems

Lecture 17 Overview of key features of CRM systems

Lecture 18 Contact Management

Lecture 19 Lead Management

Lecture 20 Sales Force Automation

Lecture 21 Marketing Automation

Lecture 22 Customer Service Tools

Lecture 23 Analytics and Reporting

Section 6: Implementaion Best Practices

Lecture 24 Overview of implementation best practices

Lecture 25 Define Objectives and Goals

Lecture 26 Conduct a Needs Analysis

Lecture 27 Select the Right CRM System

Lecture 28 Customization and Configuration

Lecture 29 Data Migration and Validation

Lecture 30 Integration with Existing Systems

Lecture 31 User Training

Lecture 32 Change Management

Lecture 33 User Acceptance Testing (UAT)

Lecture 34 Pilot Implementation

Lecture 35 Phased Rollout

Lecture 36 Feedback Mechanism

Lecture 37 Vendor Support and Collaboration

Lecture 38 Documentation and User Manuals

Lecture 39 Monitor and Evaluate

Lecture 40 Optimization and Continuous Improvement

Lecture 41 Security and Compliance

Lecture 42 Scalability

Lecture 43 Go-Live and Post-Implementation Support

Lecture 44 Documentation and Knowledge Transfer

Lecture 45 Conclusion

Section 7: Roles and Responsibilities in CRM Systems

Lecture 46 Overview of roles and responsibilities in CRM systems

Lecture 47 Sales Representatives

Lecture 48 Marketing Teams

Lecture 49 Customer Support Agents

Lecture 50 IT and System Administrators

Lecture 51 Senior Management

Lecture 52 Collaboration and Communication Across Roles

Section 8: Terminology

Lecture 53 CRM Terminology

Section 9: CRM User Workflow

Lecture 54 CRM User Workflow

Section 10: Paid and Open-Source CRM Solutions

Lecture 55 Open Source CRM platforms

Lecture 56 Paid CRM plstforms

Lecture 57 Comparison

Section 11: Practical Part

Lecture 58 Presenting an open source CRM software

Lecture 59 Installing Suite CRM

Lecture 60 Suite CRM initialization and overview

Lecture 61 Leads, contacts, accounts and opportunities

Lecture 62 Quotations, invoices

Lecture 63 Meetings, calls, tasks

Lecture 64 Marketing tools and reports

Section 12: Conclusions

Lecture 65 Conclusion

Sales Managers and Representatives,Marketing Managers and Specialists,Customer Service Representatives and Support Agents,IT Professionals and CRM Administrators,Small Business Owners and Entrepreneurs,Corporate Trainers and Educators