
Art of learning - Josh Waitzkin
Discover the CRM essence as a flexible application that translates complex business scenarios into simple processes, contrasting it with rigid ERP and task management tools for sales processes.
Adopt a simple, process-aligned approach to CRM implementation, fitting your business scenario into the existing, proven CRM product while avoiding unnecessary complexity.
Identify core crm professions, including business owners, managers, project managers, implementers, developers, solution architects, and devops, and understand their role in shaping a crm solution.
Every sales process in CRM is managed the same and it is important to understand the process
Understand how CRM works across leads, accounts, contacts, and opportunities, track activities and timelines, and manage quotes and orders through the lead and opportunity closing process.
Understand the generic crm sales process from lead to opportunity across Dynamics, Salesforce, and Zoho. Qualify or disqualify leads, avoid duplicates, and manage accounts, contacts, opportunities, and deals.
Adopt a positive CRM mindset by understanding the vocabulary and essence, and begin with an end in mind. Start simple, stay flexible, and tailor CRM processes for success.
Discover the CRM essence, understand the CRM language, identify people in the CRM process, choose a suitable product, and map your next steps for Microsoft Dynamics CRM implementers.
Welcome to our CRM Mindset course, a comprehensive program designed to equip you with the knowledge and skills for mastering Customer Relationship Management (CRM). In this course , we learn the key components that will shape your CRM understanding.
The course begins by exploring the fundamental concept of the CRM mindset, including its significance in fostering long-lasting relationships with customers. Participants will gain insights into the essence of CRM, delving into the principles that under successful customer interactions and satisfaction.
Throughout the course, we will cover the vocabulary unique to CRM, ensuring that you are well-versed in the terminology integral to effective communication within the CRM domain. A dedicated module offers an overview of CRM products, showcasing the diverse tools available to streamline customer interactions and enhance business processes.
Hands-on learning is facilitated through a CRM short demo, allowing participants to interact with real-world scenarios and gain practical experience in utilizing CRM tools. The course concludes with a focus on CRM professionalism, emphasizing the skills and ethical considerations necessary for excelling in a CRM-driven environment.
By the end of this course, you will have a robust foundation in the CRM mindset, enabling you to leverage CRM tools effectively, communicate proficiently, and contribute to the success of customer-centric strategies in various professional settings.