CRM System Training
Recording and following up customers and sales opportunities
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- Training timeSoon
- Number of sessions5 items
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Intro videoSoon
About this training
Recording and following up customers and sales opportunities
- Installing, signing in and getting to know the interface
- Defining master data and initial settings
- Doing the daily work step by step
- Producing reports and exports
- Practical tips and answers to common questions
Training outline 5 lessons
1
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2
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3
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4
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5What is customer relationship management (CRM)?
CRM is both an approach and software for knowing and keeping customers: its types, uses, what good software offers and how to choose it.
Text and picture tutorial for this topicFrequently asked questions
Is this training free?
Akam Data's tutorial videos are free. For live in-person or online training with an instructor, see the courses section.
Do I need any prerequisites?
Basic computer skills are enough; the training starts from the basics.
What if I run into a problem?
Contact Akam Data support; every software product includes one year of free support.
Is a certificate awarded?
Live in-person and online courses award a completion certificate; details of the specialist certificate are on the certification exam page.