Course

CRM – The Carrier of the Sales Practice

This course introduces the fundamentals of Customer Relationship Management (CRM) software usage, and its importance to building a successful sales practice.

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About This Training Program

Understanding CRM software as the carrier of your sales practice first requires proper configuration. This course emphasizes organization and knowledge of CRM capabilities to execute marketing campaigns, implement automatic follow ups, and utilize triggers for task reminders. At the end of this course, apply training to enhance business development activities and improve customer satisfaction. 

What You Will Learn

  • How to correctly use the software
  • CRM Software Strategies 
  • Marketing Sequences & Triggers 
  • How to spot and act on opportunities

What You Can Expect

  • Self-paced course 
  • Lessons that include a series of topics 
  • Series of topics to be completed before moving to next lesson 
  • Email notifications when next lessons are accessible 
  • Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion  

TRAINING OPTIONS

Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management


$97.00 - Purchase This Course