Basics of CRM Implementation Planning

Course Prerequisite(s)

Please note that this course has the following prerequisites which must be completed before it can be accessed
Win the Deal: Proven Techniques for CRM Objection Handling & Negotiation

About Course

This course equips you with a detailed understanding of the critical steps required to implement a CRM effectively and ensure its success. It covers the importance of structured planning, practical execution strategies, and conducting regular audits to optimize CRM usage and data quality. You’ll learn how to bridge the gap between sales commitments and successful implementation while maintaining data privacy and addressing common challenges.

The key steps involved in CRM implementation and how to align them with business goals.
Strategies to foster user adoption and maintain discipline within teams.
Methods to conduct audits for identifying gaps and improving data quality and processes.
Practical insights into leveraging dashboards and reports for monitoring and optimization.
How to handle common challenges, like user reluctance and process duplication, with effective solutions.

Course Content

1.1 Implementation Process
Understand the step-by-step CRM implementation process and how to successfully transition from sales commitments to a fully operational CRM system.

(A) Video: 1.1 Implementation Process

18:15
(B) Quiz

1.2 Audit
Learn how to conduct CRM audits to monitor usage, ensure data quality, and optimize team productivity.

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Course Prerequisite(s)

About Course

What Will You Learn?

Course Content

1.1 Implementation Process
Understand the step-by-step CRM implementation process and how to successfully transition from sales commitments to a fully operational CRM system.

(A) Video: 1.1 Implementation Process

(B) Quiz

1.2 Audit
Learn how to conduct CRM audits to monitor usage, ensure data quality, and optimize team productivity.

(A) Video: 1.2 Audit

(B) Quiz

Earn a certificate

Course Prerequisite(s)

About Course

What Will You Learn?

Course Content

1.1 Implementation Process Understand the step-by-step CRM implementation process and how to successfully transition from sales commitments to a fully operational CRM system.

(A) Video: 1.1 Implementation Process

(B) Quiz

1.2 Audit Learn how to conduct CRM audits to monitor usage, ensure data quality, and optimize team productivity.

(A) Video: 1.2 Audit

(B) Quiz

Earn a certificate

Student Ratings & Reviews

1.1 Implementation Process
Understand the step-by-step CRM implementation process and how to successfully transition from sales commitments to a fully operational CRM system.

1.2 Audit
Learn how to conduct CRM audits to monitor usage, ensure data quality, and optimize team productivity.