4.67
(9 Ratings)

Implementing CRM: A Practical Guide for Business Owners & Leaders

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About Course

Selecting a CRM is only the first step; its success depends on proper implementation. This course provides a step-by-step guide to onboarding your team, setting up workflows, and ensuring successful CRM adoption in your organization.

What Will You Learn?

  • How to prepare for CRM implementation
  • Best practices for team onboarding and adoption
  • Setting up CRM workflows and automations
  • Overcoming resistance to change in CRM adoption

Course Content

1.1 How to Implement CRM Successfully in Your Business
Video Objective: Understand the key steps involved in successfully implementing a CRM, ensuring smooth transition and user adoption.

  • (A) Video: How to Implement CRM Successfully in Your Business
    52:12
  • (B) Quiz

1.2 Tracking CRM Implementation: How to Ensure Success
Video Objective: Learn how to effectively track the progress of CRM implementation to ensure adoption, success, and continuous improvement.

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Student Ratings & Reviews

4.7
Total 9 Ratings
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AK
4 months ago
Very rich content for any software implementation
NS
7 months ago
.
MP
8 months ago
very well structured approach for implementation
DB
8 months ago
Nice
SG
9 months ago
Good Training
SM
10 months ago
It was good and helpful.
Kishor Bhosale
10 months ago
Wornderful to learn the CRM Implementation
JC
10 months ago
it is very helpfull to understand all the topics
HJ
10 months ago
The learnings shared about the implementation of CRM is really effective because this course ensures the education about the topics which a business would face adopting the CRM and the solutions and guidance are provided in this course are really helpful.

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