Using Customer Relationship Management (CRM) software requires understanding its purpose, benefits, and key features, such as contact, sales, customer service management, marketing automation, and analytics.

This course guides participants through selecting the right CRM system, integrating it with existing tools, and customizing it to fit unique business needs. Industry best practices, including maintaining data quality, encouraging regular use, and providing staff training, are vital for maximizing CRM benefits.

Learning Outcomes:

→ Why every sales leader needs a CRM.

→ What CRM information is valuable for you as a sales professional?

→ How to leverage your CRM to have better conversations with your clients.

→ How the right CRM will save you a LOT of time and keep you better organized.