This course introduces business owners and leaders to the fundamental concept of CRM (Customer Relationship Management). It explains the challenges of managing customer relationships manually, the benefits of automation, and how a CRM can transform business operations.

Choosing the right CRM is a critical decision for any business. This course guides you through evaluating your business needs, understanding CRM features, and identifying the right CRM based on real business goals.

Buying a CRM is not just about selecting a tool; it’s a strategic decision that impacts your entire business. This course provides an in-depth understanding of the CRM purchasing journey, covering key factors like decision-making authority, why trials often fail, the role of proof of concept, misleading comparison charts, deployment options, data security, and best practices to ensure a smooth selection process.

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.

CRM adoption is the final and most critical phase of CRM success. This course focuses on strategies to ensure that your team actively uses the CRM and derives maximum value from it.