CRM Basics: Unlock Business Growth through Relationships

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Dan Moyle and Madecraft

49:38

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01 - Introduction

01 - Nurture customer relationships.mp4

01:16

02 - 1. Set Your CRM Stage

01 - Plan your CRM setup.mp4

02:17

02 - Data management 101.mp4

03:28

03 - Plan for data imports.mp4

02:47

04 - Define the sales process.mp4

03:01

03 - 2. Leverage Tools for Customer Centricity

01 - Increase team efficiency.mp4

02:52

02 - Build seamless automations.mp4

03:09

03 - Create brand consistency.mp4

02:44

04 - Organize your sales pipeline.mp4

02:37

05 - Build a customer-centric CRM.mp4

02:56

06 - Leverage surveys.mp4

03:07

07 - Delight your customers.mp4

03:10

04 - 3. Build CRM Reports

01 - Measure what matters.mp4

03:00

02 - Map important properties.mp4

03:17

03 - Build basic sales reports.mp4

02:38

04 - Perform accurate forecasting.mp4

03:07

05 - Tell your reporting story.mp4

03:01

05 - Conclusion

01 - Next steps.mp4

01:11

Description

In a consumer-obsessed world, ensuring you and your sales team are delighting prospects and customers is critical. In this course, HubSpot advisor Dan Moyle shows you how to set your brand apart from the crowd and master the strategies to leverage CRM software such as HubSpot so you can store important customer data, track customer information, and ultimately build and nurture customer relationships. Dan walks you through the planning and strategy stage, the implementation, and the final stage of measuring success and reporting on your data.

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CRM Customer Relationship Management

Dan Moyle and Madecraft

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Linkedin Learning

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.