CRM (Customer Relationship Management): EFFECTIVE CUSTOMER MANAGEMENT
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8
From 2 to 4
32
YOU CAN NOW BOOK IT
249
1245
+18
Starting November 15th
YES, ASK US HOW
Course Objectives
Understand the concept and importance of Customer Relationship Management (CRM) .
Learn to manage customer databases and optimize interactions.
Implement a CRM to improve sales, marketing and customer service management.
Automate tasks and improve the operational efficiency of the sales team.
Develop strategies to build customer loyalty and improve retention.
Use data analytics tools to gain valuable customer insights.
Career Opportunities
This course prepares you to:
Efficiently manage customer relationships in sales, marketing or customer service.
Working as a CRM administrator in companies from different sectors.
CRM consulting for businesses looking to implement or improve their customer management strategies.
Improve customer service and loyalty in your own business.
OUR EXPERT'S VISION
Jesus Aldana
From the point of acquiring a customer to their entire life cycle, the task of brands, companies and various entities is demanding. It can take a year to acquire a customer and lose them in a morning.
The Effective Customer Management with CRM (Customer Relationship Management) course is designed to help you understand how to use CRM systems to improve your customer relationships, optimize sales processes and build loyalty with your audience. It is ideal for sales, marketing, customer service or entrepreneur professionals who want to take advantage of technological tools to better manage their interactions with customers.
This course will teach you how to use a CRM to organize and analyze customer information, manage sales opportunities, automate processes and improve customer service. You will learn how to implement customer-centric strategies and use data to make informed decisions that drive customer satisfaction and retention. In addition, you will learn the key functionalities of a CRM, such as marketing automation, interaction personalization and business opportunity tracking.
GUIDANCE AGENDA FOR THE COURSE
Introduction to Customer Relationship Management (CRM)
What is CRM and why is it essential for business?
Benefits of implementing a CRM in sales, marketing and customer service.
Differences between operational, analytical and collaborative CRM.
Main CRM platforms (Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics).
Organization of Customer Information
How to create and maintain an effective customer database.
Import and segment contacts according to relevant criteria.
Customer classification: leads, opportunities, current customers.
Using tags and notes to personalize interactions.
Marketing and Sales Automation with CRM
Marketing automation: emails, nurturing campaigns and follow-ups.
Sales Funnels: How to structure and automate the customer journey from first contact to sale.
Tracking opportunities and potential clients.
Using CRM to coordinate the work of sales and marketing teams.
Improving Customer Service with CRM
Using CRM to deliver more personalized customer service.
CRM integration with customer support systems (chatbots, forms, etc.).
Case management and problem solving.
Loyalty techniques and how CRM can improve customer experience.
Data Analysis and Decision Making
How to leverage CRM data to better understand your customers.
Analysis of key KPIs: conversion rate, sales cycle, customer value.
Using reports and dashboards to monitor performance.
Prediction tools to detect opportunities and avoid customer loss.
Strategies for Customer Loyalty
CRM strategies to improve customer retention.
Loyalty programs and personalized offers.
Post-sale communication: how to follow up and stay in touch.
Using surveys and customer feedback to improve products or services.
Implementing a CRM in the Company
Steps to select and implement a CRM suitable for your business.
CRM configuration to adapt it to the needs of your company.
Integration of CRM with other management tools (ERP, email marketing platforms, etc.).
Team training and adoption of CRM culture.
Practical work: CRM project
Creating a CRM implementation plan in a business.
Setting up and customizing a CRM to manage customers, leads, and sales opportunities.
Data analysis and reporting on CRM performance.
At the moment you finish this course, you will receive a certificate of completion:
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