Customer Relationship Management systems or CRMs allow the accurate tracking and communication with customers. When organizations need to increase sales efforts or customer service efforts, they look to CRMs to help them manage their customers in a systematic and organized manner. This course is designed to teach beginners the fundamentals of CRM systems to ensure the immediate impact by a CRM user the same day. The fundamentals in this course can also be applied to other CRM systems for the same impact.
Welcome to CRM for beginners. This lecture discusses a general introduction to the course.
This lecture discusses the different systems available to users. We also discuss and define CRM systems.
This lecture discusses the different roles users employ when using a CRM system.
One of the primary functions of a CRM is contact management. In this lecture we discuss this function.
Task managment is the corner stone of a CRM system. This lecture discuses Tasks and their primary purpose in any CRM solution.
We begin the hands on portion of the course with a quick primer on logging into the CRM system. We also take our first tour of the online interface for Highrise CRM.
Adding information into a CRM is what this lecture focuses on. We begin by adding our first account into Highrise CRM.
This lecture retains the hands on approach by adding our first contact into the CRM system. Adding contacts will allow the accurate tracking of our customers. This lesson is a corner stone for upcoming lectures.
Changes happen, and being able to address those changes is crucial. This lecture addresses the need and ability to make changes to your exisiting accounts.
Contacts are a much more fluid data point within any CRM. This lecture will teach you how to make changes, including deleting and modifying contacts already in the CRM system.
Tasks allow users to stay on track. CRM systems are excellent tools to accomplish that goal. In this lecture, we teach you how tasks function and how to add one to an existing contact.
General tasks have a unique purpose inside Highrise CRM. In this lecture we show you what those purposes are and teach you to add a general task.
This lecture has us editing an existing task. Changes are inevitable and being able to make quick concise changes within Highrise CRM will be a useful skill for any user.
Tasks are one of the primary tools within any CRM. Knowing how to use tasks is a key skill that should be learned. This lecture focuses on closing an existing task to ensure your workflow stays clean and effective.
We will explain notes in this lecture and show you hands on examples on how to create a new note within Highrise CRM.
In this lecture we will demonstrate how to edit a note. Notes are very helpful when managing your customers. Having the abilty to quickly edit a note is a key skill to have.
This lecture will demonstrate how to adequatley manage created notes. We've discusses creating and editing notes. Having the ability to manage notes will prove to be an important skill to have.
This lecture will explore Cases and their use within Highrise CRM. The Case module allows users to further organize their CRM data for more effective customer outreach.
Deals allow tracking of your monetary projects. This lecture will explore the fundamentals of the Deals module and how to use them.
Creating deals is a helpful tool inside of Highrise CRM. This lecture will demonstarte the creating of deals to track monetary projects.
Putting is all together...This lecture explores an example workflow showing you all the skills learned in this course. The objective of this course is to teach you the basics to effectively start using a CRM on day 1. The obective of this lecture is to review a complete workflow.
Advanced functions include importing data from other sources, making adminstrative changes to the Highrise CRM system and creating custom fields.
I have been in the technology industry for 15 years. I've served in a number of capacities over the years all dealing with technology. The area which has always brought me the greatest satisfaction has been teaching. The last few years have been spent working for ISA3 Systems as a technology expert instructor. My courses and fields of instruction range from hands on programming to user interface courses. I've been involved in the sales industry as well and therefor felt I was qualified to teach courses for Udemy. I hold a Bachelor's Degree in Business from Loyola Marymount University and a Masters Degree in Technology from the University of Redlands. I enjoy teaching and look forward to continued enjoyment as a Udemy Instructor.