Customer relationship management (CRM) introduction
(business vs software)
- How to approach customers and understand their business (BA process)
- Learn how CRM works and get to know CRM environment
- How to apply CRM for different industries and markets
- Understand difference between process and software
- Understanding the logic behind CRM systems
- Business analysis (analysis of business processes and finding gaps for improvement)
- Data import, generating new data and data manipulation
- User, role and team administration
- Creating new fields and modules for specific customer with developer tools without software development knowledge
- Understanding integration process with different systems inside the company
- Working with different departments and creating reports for different management levels
- Train the trainers
gained skills
- Get familiar with CRM environment
- How to generate and understand sales, marketing and customer care data
- Creating reports for different management levels
- Present results to management
- Gain knowledge to become CRM administrator
