Manage and Marketing to Customers Course Los Angeles EB

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• How do you organize your customer contact information?
  


• How do you manage your interactions with customers?
  


• ​How do you keep track of your discussions, documents, marketing efforts?
  


• ​How do you manage tasks and activities?

• How to use an online customer relationship management software for managing your contact, sales, marketing and support in a single system.


• In addition, you will be taught how to use a CRM for organizing tasks and assignments.


• Reaching customers at the right moment and using an continuous engagement effort are important in a digital society, this course provides you with the tools to accomplish this task.

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This course will address the following topics:

• Setting up your organization in the CRM; including roles and profiles; and security administration.


• Adding your branding elements including logo, motto and signature template.


• Adding customer contact details into your CRM to minimize time and increase efforts.


• Distinguishing between leads, contacts, accounts and potentials for tracking purposes.


• Tracking customer calls, conversations, and conversions (sales).


• Creating automated templates to engage with customers.


• Using reports and dashboards for sales forecasting; sales reporting; customer activities and more.


• Effectively using a document library.


• Team collaboration using auto feeds.


• How to integrate with social media.


• Data administration - import and export databases.

Course includes initial CRM software.
CRM Course II - advanced course will be offered soon!  It will include the following topics:

• Chat Integration


• Telephone Calls


• Sales Signals


• Social Media


• Gasification


• Territory Management


• Advanced CRM Analytics


• Creating Surveys


• Web Forms 


• Workflow Management


• Add-ons and Integration


• Integration with Google Apps

Dates & online class time:
Offered Daily 
Anytime.

Click here for full course catalog.

Shopper Shopping Shows Commercial Activity And Adults” by Stuart Miles