4.78
(23 Ratings)

Basics of CRM Implementation Planning

Categories: Sales
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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.

What Will You Learn?

  • 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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Student Ratings & Reviews

4.8
Total 23 Ratings
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19 Ratings
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AM
1 day ago
Great Learning
SA
2 days ago
Good interactive 2 way learing process.
Harkirat Bedi
2 days ago
very well explained, and loved the best practices shared.
AS
7 days ago
Excellent. Very simple language and easy to understand the concept.
Nice way to learning online
SG
1 week ago
Understand more Benefits about CRM
Sanket Barot
2 weeks ago
Good
coachautomatic
2 weeks ago
thank you
AJ
2 weeks ago
Insightful
AC
3 weeks ago
Good
GB
3 weeks ago
IMplementation path defined clearly. However the flow of course and quiz are jumbled up. Please check.
JY
3 weeks ago
This course was very insightful it cleared all my doubts regarding the implementation process
FK
3 weeks ago
Yes...it was definitely a good match.

After many decades gave objective tests...was learning with fun
Rahul Kumar
3 weeks ago
I have completed this course, which offers valuable insights into successful CRM implementation, data optimization, and overcoming common challenges.
Suhas Marathe
3 weeks ago
This review of Audit Process will be used in my Next Audit sessions
PK
3 weeks ago
Good
PA
3 weeks ago
Superb
HK
3 weeks ago
Helpful
DR
4 weeks ago
It was good.
RR
4 weeks ago
Thanks

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