A Complete Guide to Agile CRM
4.1 (32 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
7,239 students enrolled

A Complete Guide to Agile CRM

The objective is to make you awesome in Agile CRM. Learn everything you need to become Agile CRM Consultant.
4.1 (32 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
7,239 students enrolled
Last updated 11/2018
English
English [Auto]
Current price: $69.99 Original price: $99.99 Discount: 30% off
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This course includes
  • 4.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn the UI of Agile CRM
  • Work with contacts, companies, deals and tasks
  • Work with calendar and online calendar
  • Work with reports
  • Work with marketing and campaigns and service modules
Requirements
  • Knowledge of basic Business Processes
  • Concept of Cloud Based works and Software as a Service should be clear.
Description

This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Agile CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc. If you are a Sales Professional the with the help of Agile CRM you can efficiently follow Leads and convert them into Deals. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel and track payments made. If you are a Marketing Professional with the help of Agile CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up. If you are Support/Service Personnel with the help of Agile CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request. If you are a Management Professional with the help of Agile CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

The Topics we have covered in the Agile CRM Course are:

  • User Interface

  • Settings

  • Leads/Contacts/Companies

  • Campaign

  • Sales Funnel

  • Billing and Invoicing

  • Tasks and Calendars

  • Customer Support






Who this course is for:
  • Business Administration Students
  • MBA Professionals
  • Sales and Marketing Professionals
  • Support and Service Centre Personnel
Course content
Expand all 36 lectures 04:43:37
+ Learn the User Interface
7 lectures 01:03:21
Learn the User Interface
13:59
Learn the User Interface Continues
11:55
Agile CRM - Preferences
06:16
Admin Settings
06:19
More on Admin Settings
11:32
Creating Tags
07:28
Working on Integration
05:52
+ Working with Contacts and Companies
4 lectures 27:39
Demo Contacts
06:29
Adding Contact
06:53
Working with Companies
05:52
Companies Sales
08:25
+ Working with Deals and Tasks
4 lectures 31:42
Working with Deals
08:06
Creating New Deal
09:35
Working with Tasks
05:29
My Pending Task
08:32
+ Working with Calendar and Online Calendar
2 lectures 13:45
Working with Calendar
07:37
Agile CRM : Online Calendar
06:08
+ Working with Reports
2 lectures 13:02
Working with Reports
07:52
Sales Forecast
05:10
+ Working with Marketing & Campaigns
8 lectures 01:01:55
Working with Marketing
05:43
Working with Marketing Continues
05:43
Working with Campaigns
09:02
Campaign Status
08:22
Working on Triggers
11:42
Details Editor
10:58
Add Web Rules
03:32
Agile CRM - Service
06:53
+ Working with Service Module
6 lectures 46:46
Working on Labels
07:58
New and Open Tickets
07:44
Working on Sample User
07:26
Working with Service Module
07:09
Working with Service Module Continues
08:17
Knowledge Base
08:12