Introduction to CRM - Customer Relationship Management Systems | Class

Introduction to Customer Relationship Management Systems|Class

Part 1: What is CRM

A) Business is about People and Relationships
B) Your customers come with an Acquisition Cost and have a Lifetime Value
C) CRM was developed to nurture Relationships
D) CRM is your companies front office (sales, marketing, customer service)

Part 2: Why You Need CRM

A) Business without CRM
B) loose valuable data when a sales person quits (one uses outlook, another excel, another evernote, and so on)
C) Business lose when data isn’t centralized
D) Businesses lose when they fail to spot trends
E) Businesses lose when they don’t offer key people a 360 degree view of their customers/vendors
F) Business lose when they can’t forecast CAC or LTV
G) Business Lose when customers defect to a competitor

Part 3: What CRM Offers You

A) CRM systems are modular Accounts, Contacts,Leads,Opprtunities,Sales,Quotes,Invocies,Activvities,Vendors,Help Desk,
B) CRM systems can contain knowledge bases and make distributing collateral easier
C) CRM systems organize and relate customer and vendor information
D) CRM systems may integrate with Office 365, Google Apps
E) CRM systems may offer Automation (Drip email, birthday greetings, reports and more)
F) CRM Offer workflows such as lead distribution, follow up, activities,
G) CRM offer Analytics , Sales Funnel, Sales forecasting, campaign costs and more
H) CRM systems can integrate with your website, provide autoresponders
I) CRM systems can deduplicate data
J) CRM systems can follow customers on social media
K) CRM systems can manage marketing campaigns and dollars
L) CRM systems can incorporate different marketing tracks
M) CRM systems can integrate with Accounting, project management, office applications

Part 4 How CRM is Obtained

A) CRM systems available on premise and hosted
B) Pricing as low as 0.00 to 90 or more per user
C) Maybe priced based on different versions
D) Might have pricing based on storage
E) Might have pricing based on plugins and add-ons
Part 5 Popular CRM Systems
Sugar CRM, Microsoft CRM, Salesforce,GoldMine, Zoho CRM,Insightly,SalesLogix,NetSuite,Work ETC,Nimble

[janefernandes..]

This was way better than all the CRM videos I saw. I wish I got this as a recommendation first

[abbydaugherty]

This was fantastic! I’m entering a new position that relies on CRM and I have limited technology confidence. I am a female in my 50’s and I feel like a good friend just explained everything I need to know very clearly! Thank you!!!!

[AngelleJoyMalingin]

Good day Mr. Bruce! Thank you, watching your content in 2024!

[AngelleJoyMalingin]

Good day Mr. Bruce! Thank you so much! Watching this in 2024!

[Joshuarayfarmer]

This was amazing!!! If...IF !!! You turn in the playback speed to 1.5times. Click the three dots under this video and select playback speed. Thanks me later and happy listening. No disrespect to the host, nothing but love. This video cleared so much up!

[jameboston]

Thank you so much for this overall view - this video serves like my refresher as I'm going to approach CRM again in a deeper level, but it really helps to see its overall once again so I can explain to my agents better !

[byrnesrus]

Thank you for explaining the dynamics of a CRM system. I have used various ones for years, but found it hard to organize within the system not knowing how all the modules integrate with each other. You have made it very clear! Of all the ones I have used, for the past 2 years I have used Realty Juggler, which is a CRM and Transaction Management system with full Accounting features that is so easy to use and so very affordable! Looking forward to more of your insightful classes.

[TheSalamatfamily]

As a BA Communication student, it really helped me to understand better about CRM, since it's a particular business matter that's discussed under KM tools in our subject, Knowledge Management. Seeing such educational videos like this really matters to us as students, especially during this pandemic situation, that it is just hard enough to understand what our professors are trying to teach us. Will share this to my classmates and definitely worth subscribing, too. Thank you, sir.

[rairai]

Great video. Thank you so much. I've watched many videos about CRM, but this one. I finally got it. I understand :). Thanks again. God Bless

[darrionsingh]

As someone being tasked to aid in building a CRM from scratch this was invaluable. Now that I understand what a CRM aims to achieve I definitely am so much better equipped to start designing one than I was when I woke up this morning. Thanks.

[fabmack]

Best video i've seen so far on CRM.Not too much on the technical side but more on the systems uses.Thank You Sir.

[sheroukharras]

This is an amazing class! Thank you so much for making this intro a lot easier than I expected. I was stuck and I had no idea where to start but you just put me on the right track. and this is pretty awesome for a first time video :)

[olaoyemayowa]

WOW! This is informative!!! Thanks for sharing this. You are a very good teacher! We need more people like you in the class room.

[ashishagarwal]

Professor- You cleared all my queries on CRM in one short class. Awesome sir!

[jordimeyadominguez]

Thanks a lot!
Please keep it up. You're such a great teacher. Gonna use some of your valuable advice during my lectures on CRM topic.
Thanks for your time and kindness for indeed sharing your knowledge with us.
Best wishes from Thailand!

[HnryA]

Thank you for taking the time to explain crm systems, this was very well produced, concise, and informational.

[ericjarry]

Thank you. My first lesson on CRM . Clear concise big picture overview. Got it!

[andreasgraf]

Clear, condense and comprehensive! Great class. 35 minutes and all is so clear! wow! Congrats!

[hollystringer]

I am new to CRMs and you explained everything in terms I understood. I will be providing a service this helped me so much. Thank you so much!

[damdam]

Perfect content, I have spent quite long time to found something like this.