CRM Customer Relationship Management) Software Introduction

Info
Level: Beginner
Presenter: Eli the Computer Guy
Date Created: May 28, 2013
Length of Class: 30:44
Research Assistance:
Tracks
Productivity
Prerequisites
None
Purpose of Class
This class introduces students to CRM Software and explains why Customer Relationship Management Software is so important.
Class Notes
CRM means "Customer Relationship Management"
What is CRM Software Used For?
Sales -- Keep track of leads so that is easier to close sales
Help Desk -- Keep track of work orders
Projects -- Keep track of people and requirements for a project
CRM Software allows managers to track employees and provides metrics that can be used in decisions pertaining to resource allocation.
CRM vs. Project Management Software -- Project Management Software is generally more targeted to large projects such as Construction or Large Scale Migrations.
Hosted vs. Self Hosted -- There are benefits and drawbacks to both.
The ability to Sync with Outlook and SmartPhones is a useful ability
Reminder Notification Options (Email) make sure you don't forget a task
Fees for CRM Software can range wildly. make sure you understand what you are paying for.
Do Your Research Well... Migration is HELL
Assessing Cost -- Remember that the value of a CRM System is IN the Data NOT the software itself. A CRM may become the most valuable asset of a company.
Corrections

Lab Setup Used in Demonstration
N/A
Study Guide

Resources

[NAANOOZ]

as usual, the only person on youtube explained a subject in the right way is Eli, you always make it simple every time I'm trying to learn something i tried different people till i found Eli and boooom i got it thanks Eli for everything you are doing a great job

[grandoccultist]

Have been looking at "intro" CRM videos for 2 hours, yours popped up (im a subscriber). It is by far the best and really relative.

[mohammedabulsoud]

You know man I don't have time but you make me keep watching, really I like your personality Eli .
Thanks.

[IntelInside]

I swear this man is saintly. He could easily bundle all of the knowledge he has amassed into several DVD series but he chooses to share it free of charge on YT.

[gardnho]

This is my first time listening to too hilarious in his examples. THANK YOU. Awesome delivery!

[bltizupdate]

Eli, I've always enjoyed your classes. Clear and concise. A massive thank you!

[theskittlisLife]

you have just saved my life, great infor and love how you explain clearly and easy to understand

[Bnelen]

Couldn't ask for a better beginner rundown.

[elkhanhamet]

Eli I can listen to you for hours man, amazing tutorials man!!! Thank you

[davidfriedfeld]

First time with Eli, and not the last !
Made a challenging topic, seem easy .
Will now be required education with our company .
Good stuff, Eli !!

[brittzophia]

Don't we all just need a computer guy, thanks!

[harikrishna-pbpd]

Thanks Eli. This video helped me to understand what is a CRM and which one to choose. You really have excellent presentation skills.

[yangtom]

You picture it crystal clear. I really love this video!

[nailalzuhairi]

Do you know why I really love your long videos ? . because they are really rich with useful infos based on real experience.
like I always, I raise my hat for you .
My respects

[stingib]

Eli am from Zambia, the country that won 2012 AFCON if you are soccer fan and you follow african football. Dude, you have made me have interest in IT, I am enjoying and benefiting from your free classes . Dude if you are a christian may Jehovah God continue blessing and add more life time to you and your family. Bravo

[Immanuel.]

Great Video Eli. Im a small consulting firm looking for CRM solution preferably hosted. You did mentioned Zoho. This zoho saves your info in the cloud. I loved.Going to give it a try. Nothing to lose with zoho from what im seeing so far. Its free and in the cloud.

[ragus]

Excellent way to describe CRM in a simple and clean way.

[melomana]

thanks you Eli, I was searching CRM definition, and this was the only video that I liked and understood. I am from Chile so I speak Spanish, but I could understand all this video :) :)

[TheSahanc]

Great im IT undergraduate. Keep it up. You are doing a great service.

[scottminikhiem]

great video I like the honest reviews, all your opinions and stuff are very genuine and not contrived or like shameless product placement of something you dont know anything about like you see all over