CRM Fundamentals
Master the core concepts of Customer Relationship Management. Learn how to organize contacts, track deals, and build lasting customer relationships.
Course Overview
This comprehensive course covers everything you need to know to get started with CRM. Built from our experience with 200+ implementations, we teach you what actually works in the real world. You'll learn how to organize your customer data, track sales opportunities through pipelines, and use automation to save hours of manual work. By the end, you'll understand how successful companies use CRM to grow their business. Perfect for sales teams, business owners, and anyone new to CRM systems.
What You'll Learn
- Understanding CRM fundamentals and business value
- Contact and account management best practices
- Sales pipeline setup and opportunity tracking
- Email integration and communication logging
- Basic reporting and dashboard creation
- Hands-on exercises with real scenarios
Course Format
Duration
1-day workshop (6 hours)
Format
Live Online
Level
Beginner
Language
English
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