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4.50
(4 Ratings)

Implementing CRM: A Practical Guide for Business Owners & Leaders

Categories: Business Owner
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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

4.5
Total 4 Ratings
5
2 Ratings
4
2 Ratings
3
0 Rating
2
0 Rating
1
0 Rating
SM
Siddhant Mandal
2 weeks ago
It was good and helpful.
Kishor Bhosale
Kishor Bhosale
2 weeks ago
Wornderful to learn the CRM Implementation
JC
jyoti chauhan
3 weeks ago
it is very helpfull to understand all the topics
HJ
Harshit Joshi
3 weeks 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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