Description
If you want to take control of your sales pipeline and CRM (customer relationship management) without purchasing sophisticated systems that cost thousands or even hundreds of thousands of dollars, you’ve come to the right course on custom CRM. Here, you’ll learn more about the power of Microsoft Excel for building a CRM system with more functionality than you can find in basic free CRM systems. I’m here to teach you the skills of the craft that I’ve been successful in with a proven track record. Plus, I’ve created nearly 90 online courses already, so I gained a lot of experience, and you’ll find it easy to follow my course structure.
Why should any company start with a custom CRM system?
Relationship with customers is at the core of any business. Revenues depend on the ability to build customer loyalty. CRM systems do the job of tracking the customers and automating workflows. The problem is that a ready-made CRM comes with many features which are expensive and overrated, not necessarily reflecting the needs of your company. That’s when a good idea is to start thinking about how to make your own CRM with Excel. You’ll be surprised how many thousands you can save and still build a system which is even more effective in your environment. And in this course, you’ll learn how to build your own CRM. If you’re not running a company, this is a valuable skill that you’ll develop, and you should be able to sell your services easily because of the reasons I’ve already mentioned.
Invest 1,5 hours in getting the skills to build your own CRM system
You can be a complete beginner with Excel to benefit from this course and end up building a custom CRM system on your own. Here’s what we’ll be working on in this course:
- To learn how to create your own CRM, we’ll cover the basics of Excel (experienced users can skip that part), and then you’ll start with a blank workbook.
- You’ll learn to build the data fields that you need to track (fully customizable to your needs).
- You’ll create predefined lists to limit users’ choices for some of the fields.
- When building a CRM, you’ll see how to enter customer data effectively and run filters on them.
- You’ll practice creating pivot table reports that are important in summarizing large data.
- You’ll learn to create dashboard reports with the key metrics (e.g., type of customers at different sales cycles).
- You’ll be learning only the best business practice, and I’ll share the things that you shouldn’t do, as well.
And that’s just the rough frame of what you’ll learn in this course on custom CRM.
Take the chance to learn valuable skills
From a completely blank Excel workbook to a fully functional custom CRM template in next to no time! Gain the skills to become a valuable asset in your company that you work for, or lift your business to the next level with necessary knowledge in how to make your own CRM with Excel.
Let’s go ahead and get started!
What Will You Learn?
- You'll learn to run queries
- You'll study how to organize data
- You'll draw conclusions from data analysis
- You'll learn to manage data sets
- You'll make your own CRM with Excel
Requirements
- Basic Microsoft Excel knowledge would be beneficial, although I'll walk you through the basics
- Motivation to build your own custom CRM system
Curriculum
Course consist of total 1h 29min of content, in total.
Section 1: Introduction
Section 2: CRM Database Creation
Section 3: CRM Report Creation and Use
Section 4: Course Conclusion
About the Instructor
Chris Benjamin is a passionate instructor and management consultant. As a consulting Chief Financial Officer, he helps growth-stage companies to work with investors, do financial modeling, reporting, and analysis and put all the best accounts payable practices. Throughout his over 10 years of experience, Chris has already helped more than 100 startups to succeed.
Chris Benjamin has a passion for sharing his experience with students and teaching online. His focus is on teaching business-related topics like finance, accounting, Excel, and entrepreneurship. Chris is a creator of more than 85 courses and has over 30k students who enrolled in his courses.
Chris holds a Bachelor’s degree in accounting from the University College of the Fraser Valley and an MBA in business from the University of Washington.
On BitDegree, you can find some of the best Chris Benjamin’s courses and expand your knowledge. You can learn such things as economics, finance, public speaking, business management, and others. Choose the best course for yourself and take your skills to the next level in no time!
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