CRM - Customer Relationship Management

Customer Relationship Management – CRM

Here's a chance to roll up your sleeves and learn some new skills.

You must pre-register for this class by noon on (date to be announced for next class.) Register by clicking the "add to cart" button. Payment will be required at the same time

The class is small with ample opportunity to acquire a substantial understanding of the subject matter. Textbook and handouts are included in the price.

Location: SmartPath LLC Training & Consulting
2018 156th Ave NE, Bellevue WA 98007 - Parking is free


What you will learn:

You will learn how to create a variety of relationship management systems for customers, sales force, software development, patients, clients, students and many more. We will use Microsoft CRM as a building block to build the skills you need to compete in the industry and increase customer service and satisfaction for the company you work for.

Course Outline

Day 1

• What is CRM – Microsoft Dynamics CRM

• The CRM Functionality

• The Business Roadmap

• Infrastructure needs

• Security

• Managing Leads

• Account details

• The sales funnel

• Marketing campaigns

Day 2

• Entering data as a sales person

• Configuration of interaction

• Contacts & activities

• Email connection

• Mail merge & Outlook

• Workflows – creation & management

• Support management

• Contracts and capturing time

• Scheduling

Day 3

• Reporting – Power of Excel combination

• Reporting

• Integration with other applications

• Microsoft CRM utilities

• Microsoft CRM development frameworks