In this video, learn the basics of what a customer relationship management (CRM) system is, some of what a CRM can be used for, and many of the advantages from a sales perspective that comes with using a CRM.
- [Instructor] Well just before we starting working … with Zoho CRM it's important to understand … what CRM is in general, to set a proper foundation … before working with any CRM tool. … So if you're already familiar with CRM and CRM tools … you can probably skip this movie. … Firstly, the acronym CRM stands for … customer relationship management, … and typically refers to any software application, … or tool, that helps you to manage … your customer relationships. … So what exactly does that mean, … managing customer relationships? … From a sales perspective it can mean many things … like inputting and tracking leads, … then checking up on those leads, … converting them, hopefully, to contacts, … and making deals with them. … And if you do you want to track revenue, … both potential and secured revenue, … following up with customers and gathering insights … into your customers and sale cycles. … And it can do a whole lot more as well. … Now the goal of any CRM … is to improve business relationships, …
- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Business-to-Business Saleswith Robbie Kellman Baxter1h 5m Intermediate
What you need to know1m 10s
1. Get Started with Zoho CRM
2. Work with Leads
3. Work with Contacts and Accounts
4. Work with Deals and Reports
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