Customer Relationship Management

Course details

CRM software are complicated to install , configure and use. Furthermore they are very expensive to use and maintain. 

How if we give you a FREE CRM software to use, furthermore a cloud based CRM, hence you don't need to maintain the hardware / software, its automatically backed up for you. You can take away this free crm software with you at the end of the course. Installation takes only 5-10 mins. All you pay us is for teaching you how to install and use the CRM with all of its functionality and various purposes it can achieve.

This is the best CRM solution for SME's and small businesses or inpiduals looking to track their deals , sales pipelines or events using a simple to use free crm.

Course Content:

Day 1- CRM

• Gmail integrated CRM to manage your leads /customers/support tickets/hiring/todo
• Creating pipelines for workflows
• Creating stages for pipelines
• Creating boxes for each customer/lead/ticket & adding custom fields
• Moving boxes between stages and pipelines
• Maintaining a count how many customers are in each stage
• Exporting & Importing boxes/pipelines to Excel

Day 2-Productivity

• How to configure your windows to run faster without upgrading hardware
• Using Gmail For Business
• Google Calendar, Creating Calenders, Sharing Calenders
• Auto-resend emails as reminders on a Schedule
• Type SMS on your computer and send via your mobile
• Create Hotkeys to type long paragraphs for you
• Create attractive email campaigns for your customer lists and automate sending them
• Using one note as scratch pad for your to-do, calculator, snippet manager etc