Customer Relationship Management (CRM) using Close | Technics Publications

Master Customer Relationship Management (CRM) techniques and best practices, and apply them using Close. CRM expert Michael Sanchez covers these nine topics in this course:

Introducing CRM. Be able to explain the concepts within Customer Relationship Management (CRM) and learn why CRM is so important, during this first topic in the Customer Relationship Management (CRM) using Close (close.com) course. Understand the leads lifecycle and why it is crucial to prioritize your leads. Receive an overview to Close.com, Pipedrive, and Hubspot – three very powerful CRM tools.
Setting up a CRM and Working with Contact Records in Close. Become comfortable with the layout of each contact record including understanding opportunities vs. tasks, sending emails, texts and phone calls during this second topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael and set up Close and integrate with Google.
Using Settings in Close. Set up settings in close.com including statuses and opportunities based on your business type, during this third topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael and set up a business pipeline in Close so you can get some ideas how it could be set up for your business.
Managing the Inbox. Tackle the Close inbox and use the Leads area to filter opportunities during this fourth topic in the Customer Relationship Management (CRM) using Close (close.com) course.
Making Sense of Conversion Rates. Be able to explain how various types of communication are better for converting customers than others during this fifth topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael and compare conversion rates between email, text and phone marketing.
Communicating with your Leads. Benefit from many communication tips during this sixth topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael and apply the “Zen” of communication within your CRM.
Sending Text Messaging within CRM. Carry conversations with your prospects and customers via text and text templates during this seventh topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael and see how text messaging is different than email marketing. Use text templates in Close as well.
Sending Proposals within CRM. Practice sending proposals during this eighth topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael as he reveals tips that will help you get the highest conversion rate.
Following up in CRM. Practice the art of follow-ups during this ninth topic in the Customer Relationship Management (CRM) using Close (close.com) course. Follow along with Michael as he covers the principles of getting in touch including tips on what to say to spark conversation.

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