For someone new to CRM/Sales - Definitely! On balance CRM does help maintain sales discipline BUT there is a trap - CRM compliance vs. Sales Productivity. Marketing Qualified Leads can distract when someone has spent 3 days at a Show scanning every badge they can (These can be distractions)! I do feel CRM can deliver value - MUST integrate with Outlook, Gmail, Calendars, etc. Asking Prospects to book their own Appointments (I fully understand for existing Clients (Maybe!?)) - I have been on the receiving-end of un-solicited sales emails that ask me to book an appointment - Lazy!
CRM Basics: Unlock Business Growth through Relationships
With Dan Moyle and Madecraft
Liked by 762 users
Duration: 49m
Skill level: General
Released: 3/14/2024
Course details
In a consumer-obsessed world, ensuring you and your sales team are delighting prospects and customers is critical. In this course, HubSpot advisor Dan Moyle shows you how to set your brand apart from the crowd and master the strategies to leverage CRM software such as HubSpot so you can store important customer data, track customer information, and ultimately build and nurture customer relationships. Dan walks you through the planning and strategy stage, the implementation, and the final stage of measuring success and reporting on your data.
Skills you’ll gain
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Meet the instructors
Learner reviews
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David Parker
David Parker
100% Focused on delivering innovation & value creation (winning NEW Customers!) through Social Media Marketing | Channel Development | Marketing & PR…
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Contents
What’s included
- Learn on the go Access on tablet and phone
- Stay up to date Continuing Education Units
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