Feeling overwhelmed by customer data? You're not alone. Many businesses struggle to keep up with leads, manage relationships, and make data-driven decisions. This can lead to missed opportunities, frustrated customers, and a chaotic sales funnel. If this sounds like you, it might be time to consider implementing Customer Relationship Management (CRM) software. A CRM is more than just a list of your contacts, it's a powerful tool that streamlines sales processes, manages customer relationships, improves customer service, boosts efficiencies, and serves as a catalyst for business growth. In this class, you'll learn how to assess if a CRM is right for your business, map out your internal sales and communications procedures, speak to CRM vendors from an informed perspective, and navigate the implementation process with confidence.

Course Outline

1. Understanding the capabilities of a CRM
2. Overview of the CRM project lifecycle
3. Implementing a new CRM
4. Overview of popular CRM platforms

• Assess readiness for a CRM
• Map and refine existing internal procedures
• Ask informed questions of CRM vendors
• Lead a successful CRM implementation