What you will learn
Understand the problem of lost prospects due to the absence of a follow-up system.
Explain the basic CRM concept and its benefits for MSMEs.
Differentiate sales operational conditions without vs with a CRM system.
Use the core CRMWhiz features: Prospects, Tasks (follow-up), Customers, Campaigns, and Loyalty Program.
Set weekly follow-up priorities and carry out a 1-hour sprint for initial implementation.
Course Description
Learn how MSMEs can reduce lost prospect opportunities by creating a well-organized follow-up flow. Understand the CRM concept, the benefits of CRMWhiz, the difference between working without vs with a system, as well as the core CRMWhiz features for managing prospects, follow-up tasks, customers, and campaigns.
Course Curriculum
Handbook
1 Lessons
Stop Losing Prospects with Organized Follow-Ups for More Consistent Closings.
1.88 MB
Video 1: Why MSMEs Need CRM
1 Lessons
Why MSMEs Need CRM
2:46
minutes
Video 2: The Benefits of CRMWhiz & Without vs With a System
1 Lessons
The Benefits of CRMWhiz & Without vs With a System
2:46
minutes
Video 3: CRMWhiz Features Step-by-Step + Closing
1 Lessons
CRMWhiz Features Step-by-Step + Closing
3:12
minutes