Create Your Own CRM System in Excel

Course

Online

£ 10 + VAT

Description

  • Type

    Course

  • Methodology

    Online

  • Start date

    Different dates available

 Enroll today and join the 40,000+ students I have taught Online!Three reasons to TAKE THIS COURSE right now:You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly! 
You will are being taught by a professional with a proven track record of success! Have you ever wanted to take control of your sales pipeline and customer relationship management? Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer?  You have come to the right place! With just a copy of Microsoft Excel, a little bit of time and this course, you'll have your own fully custom CRM system in next to no time!In this course we start with the basics of Excel so even a beginner will be able to build the template.  From there, we take a blank workbook, and start building our CRM system. By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!What We Do In The Course: Learn the basics of Excel (for beginners, intermediate/advanced can skip)
Start with a blank workbook
Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)
Create predefined lists so users are limited in their choices for some fields
Enter customer data (for testing and demo purposes)
Run filters on data to demonstrate the ease of use
Create pivot table reports to summarize large quantities of data
Create a dashboard report with the key metrics you would want out of your CRM (for example, number of customers at each stage of the sales cycle
Learn what NOT to do as well - only the best business practices 

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

You will be able to build your own fully customized CRM system in Excel
You will be able to organize your data easily and effectively
You will be able to run queries on any data point captured
You will know how to create predefined selection lists
You will be able to make effective decisions related to your sales pipeline
And much more!

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Reviews

This centre's achievements

2021

All courses are up to date

The average rating is higher than 3.7

More than 50 reviews in the last 12 months

This centre has featured on Emagister for 4 years

Subjects

  • Sales Training
  • MS Excel
  • Systems
  • Sales
  • CRM
  • Excel

Course programme

Course Introduction 3 lectures 13:57 Course Introduction Course Introduction Instructor Introduction Instructor Introduction Excel Basics Excel Basics Course Introduction 3 lectures 13:57 Course Introduction Course Introduction Instructor Introduction Instructor Introduction Excel Basics Excel Basics Course Introduction Course Introduction Course Introduction Course Introduction Course Introduction Course Introduction Course Introduction Course Introduction Course Introduction Course Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Instructor Introduction Excel Basics Excel Basics Excel Basics Excel Basics Excel Basics Excel Basics Excel Basics Excel Basics Excel Basics Excel Basics CRM Database Creation 8 lectures 50:56 Headers Beginning Headers Beginning Headers Finish Headers Finish Filters and Formatting Filters and Formatting Entering Test Data Entering Test Data Data Validation Part 1 Data Validation Part 1 Data Validation Part 2 Data Validation Part 2 Freeze Panes and Data Freeze Panes and Data Using The Filters and General Use Using The Filters and General Use CRM Database Creation 8 lectures 50:56 Headers Beginning Headers Beginning Headers Finish Headers Finish Filters and Formatting Filters and Formatting Entering Test Data Entering Test Data Data Validation Part 1 Data Validation Part 1 Data Validation Part 2 Data Validation Part 2 Freeze Panes and Data Freeze Panes and Data Using The Filters and General Use Using The Filters and General Use Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Beginning Headers Finish Headers Finish Headers Finish Headers Finish Headers Finish Headers Finish Headers Finish Headers Finish Headers Finish Headers Finish Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Filters and Formatting Entering Test Data Entering Test Data Entering Test Data Entering Test Data Entering Test Data Entering Test Data Entering Test Data Entering Test Data Entering Test Data Entering Test Data Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 1 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Data Validation Part 2 Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Freeze Panes and Data Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use Using The Filters and General Use CRM Report Creation and Use 4 lectures 23:23 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Sales By Month Pivot and Chart Sales By Month Pivot and Chart Dashboard and Wrap Up Dashboard and Wrap Up CRM Report Creation and Use 4 lectures 23:23 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Sales By Month Pivot and Chart Sales By Month Pivot and Chart Dashboard and Wrap Up Dashboard and Wrap Up Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Pivot Table Part 1 Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Lead Count Chart and Sales by Lead Type Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Sales By Month Pivot and Chart Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up Dashboard and Wrap Up

Additional information

Basic Microsoft Excel (I also show you everything you need to know for beginners) Enthusiasm and Desire to build your own customized CRM system Commitment to learning

Create Your Own CRM System in Excel

£ 10 + VAT