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CRM Fundamentals (HubSpot/Salesforce)
This course introduces the core principles and features of CRM systems, focusing on tools like HubSpot and Salesforce. Learners explore contact management, sales pipelines, lead tracking, automation, and reporting dashboards. The course helps businesses centralize data, improve customer engagement, and increase sales productivity. You’ll gain hands-on experience in setting up workflows and using CRM tools to streamline communication and nurture leads. Ideal for sales reps, marketers, and small business owners, this course builds the foundation for customer-centric operations and sustainable business growth.
Description
A Customer Relationship Management (CRM) system is the backbone of sales, marketing, and customer service for any growing business. This course introduces the fundamentals of CRM systems, focusing on popular platforms like HubSpot and Salesforce, to help professionals understand how to manage leads, track interactions, and automate follow-ups efficiently. You’ll start by understanding what a CRM is and why it’s crucial for business scalability. You'll explore key components like contact management, deal tracking, task scheduling, pipeline management, and reporting. Whether you're in sales, marketing, or support, this course helps you see how CRM can streamline operations and improve decision-making. Using real examples, you'll walk through setting up accounts in both HubSpot and Salesforce — adding leads, creating deal stages, tagging contacts, and setting up automation rules. You’ll also explore segmentation, custom fields, workflows, lead scoring, and integrations with other tools like email platforms and Google Workspace. The course includes step-by-step demos, cheat sheets, and CRM best practices for team collaboration, data hygiene, and performance tracking. You’ll also learn how to generate and analyze reports to improve campaigns and forecast future sales. By the end, you’ll understand not just how to use a CRM, but how to make it central to your business operations. Whether you're working solo, part of a sales team, or running marketing campaigns, this course helps you stay organized, save time, and drive better customer engagement through CRM mastery.
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Excellent Course
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