Customer Relationship Management (CRM) using Close (close.com) Video

Customer Relationship Management (CRM) using Close (close.com) Video

Objectives:

1. Be able to explain the concepts within CRM and learn why CRM is so important.
2. Understand the leads lifecycle and why it is crucial to prioritize your leads.
3. Learn about Close.com, Pipedrive, and Hubspot – three very powerful CRM tools.
4. Become comfortable with the layout of each contact record including understanding opportunities vs. tasks, sending emails, texts and phone calls.
5. Set up settings in close.com including statuses and opportunities based on your business type.
6. Tackle the Close inbox and use the Leads area to filter opportunities.
7. Be able to explain how various types of communication are better for converting customers than others.
8. Benefit from many communication tips and apply the “Zen” of communication within your CRM.
9. Carry conversations with your prospects and customers via text and text templates and see how text messaging is different than email marketing.
10. Practice the art of follow-ups.

Instructor: Michael Sanchez

Length: 3 hours

Access period: For one year starting from purchase date