Creating a CRM Strategy

Beginner
2m 57s
7
5/5

To make the most of a CRM system, you’ll need a plan of action. In this section, we look at the process of defining a set of CRM needs and establishing a solid CRM strategy. Then, we’ll explore the importance of collecting feedback from the teams that will actually be using the system. Finally, we’ll explore you can use CRM’s analytics and reporting capabilities to monitor performance of various teams, as well as the system itself!

About the Author
Students
5,100
Courses
442
Learning paths
124

At Circus Street, we partner with global businesses to help people learn better and work smarter. We’ve transformed digital skills training by making it interactive, effective, and informed by up-to-the-minute expertise.