CRM Basics: Unlock Business Growth through Relationships

49mGeneral2024-03-14

Authors

Madecraft

Full-Service Learning Content Company

Dan Moyle

Course details

In a consumer-obsessed world, ensuring you and your sales team are delighting prospects and customers is critical. In this course, HubSpot advisor Dan Moyle shows you how to set your brand apart from the crowd and master the strategies to leverage CRM software such as HubSpot so you can store important customer data, track customer information, and ultimately build and nurture customer relationships. Dan walks you through the planning and strategy stage, the implementation, and the final stage of measuring success and reporting on your data.

Learning objectives
Establish a CRM setup that ensures data integrity from the outset.
Create a customer-centric CRM that delights your team and your customer.
Find the best tool for collaboration, consistency, and efficiency.
Build CRM reports that display the right information at the right time.

Skills covered

HubSpotCRM SoftwareCustomer ServiceSalesLimited SeriesBusiness Software and Tools

Concepts

0. Introduction

01 - Nurture customer relationships

1. Set Your CRM Stage

02 - Plan your CRM setup
03 - Data management 101
04 - Plan for data imports
05 - Define the sales process

2. Leverage Tools for Customer Centricity

06 - Increase team efficiency
07 - Build seamless automations
08 - Create brand consistency
09 - Organize your sales pipeline
10 - Build a customer-centric CRM
11 - Leverage surveys
12 - Delight your customers

3. Build CRM Reports

13 - Measure what matters
14 - Map important properties
15 - Build basic sales reports
16 - Perform accurate forecasting
17 - Tell your reporting story

Conclusion

18 - Next steps