CRM Tools: Mastering Customer Relationship Management

About Course

This comprehensive CRM Tools course equips learners with the knowledge and skills to select, implement, and manage Customer Relationship Management systems. You’ll gain hands-on experience with popular platforms like Salesforce, HubSpot, and Zoho, while understanding key CRM concepts, automation workflows, customer segmentation, and analytics. Perfect for sales professionals, marketers, support teams, and business owners looking to improve customer engagement and retention.

By the end of this course, you will be able to:
Understand the fundamentals of Customer Relationship Management (CRM) and its role in business growth
Compare and choose the right CRM platform for different business needs
Navigate and utilize leading CRM tools such as Salesforce, HubSpot, and Zoho CRM
Create and manage sales pipelines, leads, contacts, and opportunities
Automate sales, marketing, and customer service workflows within CRM platforms
Customize dashboards and generate performance reports to support data-driven decisions
Integrate CRM systems with email, marketing, and customer support tools
Implement CRM best practices to improve customer experience and team productivity
Maintain clean, structured customer data and ensure team adoption of CRM systems
Develop and present a complete CRM strategy for a business scenario

Course Content

Module 1: Introduction to CRM
What is CRM? Importance of Customer Relationship Management in Business Types of CRM: Operational, Analytical, Collaborative Common Features and Functions of CRM Tools

Module 2: Choosing the Right CRM Tool
Overview of Popular CRM Platforms: Salesforce, HubSpot, Zoho, Freshsales Key Factors to Consider When Selecting a CRM Cost, Scalability, and Usability Comparison CRM for Small vs Large Businesses

Module 3: Salesforce CRM Essentials
Navigating the Salesforce Interface Creating and Managing Leads, Contacts, and Opportunities Sales Automation and Lead Scoring Reports, Dashboards, and Forecasting

Module 4: HubSpot CRM Essentials
Setting Up a Free HubSpot CRM Managing Pipelines, Deals, and Tasks Email Integration and Contact Segmentation Workflow Automation and Reporting

Module 5: Zoho CRM Essentials
Zoho CRM Interface and Modules Lead Capture and Contact Management Automating Workflows and Alerts Custom Reports and Analytics

Module 6: CRM Strategy & Best Practices
Building a CRM Implementation Plan Integrating CRM with Email, Support, and Marketing Tools Data Entry Standards and Data Hygiene User Adoption and Team Training

Module 7: Advanced CRM Concepts
Customizing CRM Dashboards and Pipelines Multi-channel CRM (Email, Phone, Social Media) Setting KPIs and Tracking ROI GDPR and Data Privacy in CRM Systems

Final Project & Assessment
Case Study: Choosing and Setting Up the Right CRM Project: Design a CRM Workflow for a Business Scenario Final Quiz Certification

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CRM Tools: Mastering Customer Relationship Management

About Course

What Will You Learn?

Course Content

Module 1: Introduction to CRM
What is CRM? Importance of Customer Relationship Management in Business Types of CRM: Operational, Analytical, Collaborative Common Features and Functions of CRM Tools

Module 2: Choosing the Right CRM Tool
Overview of Popular CRM Platforms: Salesforce, HubSpot, Zoho, Freshsales Key Factors to Consider When Selecting a CRM Cost, Scalability, and Usability Comparison CRM for Small vs Large Businesses

Module 3: Salesforce CRM Essentials
Navigating the Salesforce Interface Creating and Managing Leads, Contacts, and Opportunities Sales Automation and Lead Scoring Reports, Dashboards, and Forecasting

Module 4: HubSpot CRM Essentials
Setting Up a Free HubSpot CRM Managing Pipelines, Deals, and Tasks Email Integration and Contact Segmentation Workflow Automation and Reporting

Module 5: Zoho CRM Essentials
Zoho CRM Interface and Modules Lead Capture and Contact Management Automating Workflows and Alerts Custom Reports and Analytics

Module 6: CRM Strategy & Best Practices
Building a CRM Implementation Plan Integrating CRM with Email, Support, and Marketing Tools Data Entry Standards and Data Hygiene User Adoption and Team Training

Module 7: Advanced CRM Concepts
Customizing CRM Dashboards and Pipelines Multi-channel CRM (Email, Phone, Social Media) Setting KPIs and Tracking ROI GDPR and Data Privacy in CRM Systems

Final Project & Assessment
Case Study: Choosing and Setting Up the Right CRM Project: Design a CRM Workflow for a Business Scenario Final Quiz Certification

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About Course

What Will You Learn?

Course Content

Module 1: Introduction to CRM What is CRM? Importance of Customer Relationship Management in Business Types of CRM: Operational, Analytical, Collaborative Common Features and Functions of CRM Tools

Module 2: Choosing the Right CRM Tool Overview of Popular CRM Platforms: Salesforce, HubSpot, Zoho, Freshsales Key Factors to Consider When Selecting a CRM Cost, Scalability, and Usability Comparison CRM for Small vs Large Businesses

Module 3: Salesforce CRM Essentials Navigating the Salesforce Interface Creating and Managing Leads, Contacts, and Opportunities Sales Automation and Lead Scoring Reports, Dashboards, and Forecasting

Module 4: HubSpot CRM Essentials Setting Up a Free HubSpot CRM Managing Pipelines, Deals, and Tasks Email Integration and Contact Segmentation Workflow Automation and Reporting

Module 5: Zoho CRM Essentials Zoho CRM Interface and Modules Lead Capture and Contact Management Automating Workflows and Alerts Custom Reports and Analytics

Module 6: CRM Strategy & Best Practices Building a CRM Implementation Plan Integrating CRM with Email, Support, and Marketing Tools Data Entry Standards and Data Hygiene User Adoption and Team Training

Module 7: Advanced CRM Concepts Customizing CRM Dashboards and Pipelines Multi-channel CRM (Email, Phone, Social Media) Setting KPIs and Tracking ROI GDPR and Data Privacy in CRM Systems

Final Project & Assessment Case Study: Choosing and Setting Up the Right CRM Project: Design a CRM Workflow for a Business Scenario Final Quiz Certification

Student Ratings & Reviews

Trending Courses

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Module 1: Introduction to CRM
What is CRM? Importance of Customer Relationship Management in Business Types of CRM: Operational, Analytical, Collaborative Common Features and Functions of CRM Tools

Module 2: Choosing the Right CRM Tool
Overview of Popular CRM Platforms: Salesforce, HubSpot, Zoho, Freshsales Key Factors to Consider When Selecting a CRM Cost, Scalability, and Usability Comparison CRM for Small vs Large Businesses

Module 3: Salesforce CRM Essentials
Navigating the Salesforce Interface Creating and Managing Leads, Contacts, and Opportunities Sales Automation and Lead Scoring Reports, Dashboards, and Forecasting

Module 4: HubSpot CRM Essentials
Setting Up a Free HubSpot CRM Managing Pipelines, Deals, and Tasks Email Integration and Contact Segmentation Workflow Automation and Reporting

Module 5: Zoho CRM Essentials
Zoho CRM Interface and Modules Lead Capture and Contact Management Automating Workflows and Alerts Custom Reports and Analytics

Module 6: CRM Strategy & Best Practices
Building a CRM Implementation Plan Integrating CRM with Email, Support, and Marketing Tools Data Entry Standards and Data Hygiene User Adoption and Team Training

Module 7: Advanced CRM Concepts
Customizing CRM Dashboards and Pipelines Multi-channel CRM (Email, Phone, Social Media) Setting KPIs and Tracking ROI GDPR and Data Privacy in CRM Systems

Final Project & Assessment
Case Study: Choosing and Setting Up the Right CRM Project: Design a CRM Workflow for a Business Scenario Final Quiz Certification