Software - CRMs: Using Your CRM Effectively

Content
2 modules
Rating
Course Length
7 mins
Instructor
Pantry of Knowledge

Description

This course covers the utilization of Customer Relationship Management Systems for managing sales territories. You will learn the different types of CRM systems and the appropriate data to input. The course stresses the importance of keeping information about the client and the stage of the sale up to date to get the biggest benefit from CRM. Compatibility of the system you use with your other sales tools and its scheduling function are also discussed. Part of the Territory Management series, this course includes a 6-minute video, a short online quiz and a downloadable student guide for easy reference.

Objectives

  • Identify the right type of CRM system for your company
  • Improve your company’s sales department efficiency and results
  • Generate reports and forecasts to better follow sales progress

Certificate

By completing/passing this course, you will attain the certificate POK Software Skills Certificate

Learning Credits

CEU
0.25

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