A Complete Guide to Agile CRM
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
Instructor
![eTech School](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 3.5 Instructor Rating
- 1,104 Reviews
- 59,397 Students
- 11 Courses
The eTech School is a specialist creator, publisher and distributor of high-quality courses. We offer online courses exclusively in Udemy as we believe that Udemy has the best e-Learning platform.
We believe that there is a huge gap exists between Academics and Practical Industry and we try to fill that gap through our skill based programs. We have been catering this area for some years visiting colleges and Universities and educating students about real life hands-on training. That experience has taken shape in our online courses and We have started offering a huge range of high quality courses which are practical hands-on. We bring together leading experts so you can learn from the best. Courses are created by trained educators and experts from the industry. eTech School courses and resources are trusted by many to develop and improve the skills. The emphasis is on teaching real life skills.