Create Your Own CRM System in Excel
Course
Online
Description
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Type
Course
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Methodology
Online
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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
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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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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
Additional information
Create Your Own CRM System in Excel