CRM Sales

Uncategorized

About Course

  1. INTRODUCTION

Welcome to our comprehensive Learning Management System designed specifically for the Sales and Business Department. In this dynamic course, you will gain a profound understanding of the intricacies of our business operations and customer relationship management. With a strategic focus on enhancing your skills, this course will walk you through every crucial aspect of the sales process.

Throughout this training, you will delve into the fundamental concepts, starting with an insightful overview of our business flow. You will then explore the power of Customer Relationship Management (CRM), understanding how it forms the backbone of successful sales strategies. From converting leads to crafting compelling opportunities, from preparing quotes that resonate with clients to meticulously logging calls, you will master each step of the sales journey. Moreover, you will become adept at creating and updating tasks, managing accounts, executing effective customer follow-ups, and even orchestrating projects that contribute to our organizational growth. Get ready to empower yourself with invaluable skills that will elevate your contribution to our sales and business endeavors.

  1. ABOUT COURSE

What will you learn:

  • Overview – Business Flow
  • Introduction to CRM
  • How to Convert Lead
  • How to Create Opportunity
  • How to Prepare Quotes
  • How to Log Call
  • How to Create and Update Task
  • How to Create Account
  • Follow up Customer
  • How to Create Project

Course Content

1. BUSINESS FLOW – OVERVIEW

  • 00:45

2. INTRO TO ISRAK CRM

3. HOW TO CONVERT LEAD

4. HOW TO CREATE OPPORTUNITY

5. HOW TO CREATE QUOTES

6. HOW TO LOG CALL

7. HOW TO CREATE & UPDATE TASK

8. HOW TO CREATE ACCOUNT

9. FOLLOW UP CUSTOMER

10. HOW TO CREATE PROJECT