CRM Customer Relationship Management Classes

A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it.

• Enhanced ability to target profitable customers.
• Integrated assistance across channels
• Enhanced sales force efficiency and effectiveness
• Improved pricing
• Customized products and services
• Improved customer service efficiency and effectiveness
• Individualized marketing messages also called campaigns
• Connect customers and all channels on a single platform.

Customer relationship management (CRM) is an approach to managing a company's interaction with current and potential customers. It uses data analysis about customers' history with a company and to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

One important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials, and more recently, social media.Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.

What is covered in the class

• Basic concept of a CRM
• Choices and costs including softcost or operating
• Free CRM options
• Setup and basic configuration
• Design and planning
• Security
• Workflows and Automation
• Webhooks and online forms
• Synchronization with other products