CRM-Software to Manager Customer Details Course Dallas EB

CRM-Software to Manager Customer Details Course Dallas EB

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CRM = Customer Relationship Management Software

  • How do you organize your customer contact information?

  • How do you manage your interactions with customers?

  • ​How do you keep track of your discussions, documents, marketing efforts?

  • ​How do you manage tasks and activities?


  • How to use an online customer relationship management software for managing your contact, sales, marketing and support in a single system.

  • In addition, you will be taught how to use a CRM for organizing tasks and assignments.

  • Reaching customers at the right moment and using an continuous engagement effort are important in a digital society, this course provides you with the tools to accomplish this task.

This course will address the following topics:

  • Setting up your organization in the CRM; including roles and profiles; and security administration.

  • Adding your branding elements including logo, motto and signature template.

  • Adding customer contact details into your CRM to minimize time and increase efforts.

  • Distinguishing between leads, contacts, accounts and potentials for tracking purposes.

  • Tracking customer calls, conversations, and conversions (sales).

  • Creating automated templates to engage with customers.

  • Using reports and dashboards for sales forecasting; sales reporting; customer activities and more.

  • Effectively using a document library.

  • Team collaboration using auto feeds.

  • How to integrate with social media.

  • Data administration – import and export databases.

Course includes initial CRM software.

CRM Course II – advanced course will be offered soon!  It will include the following topics:

  • Chat Integration

  • Telephone Calls

  • Sales Signals

  • Social Media

  • Gasification

  • Territory Management

  • Advanced CRM Analytics

  • Creating Surveys

  • Web Forms 

  • Workflow Management

  • Add-ons and Integration

  • Integration with Google Apps

Dates & online class time:
Offered Daily 

Zarlun also offers the following courses (click on course to learn more):

Hidden Discount.  Take 10% of Weebly website.

Digital Marketing Certificate Program – This is a great certificate program for job seekers seeking an entry-level opportunity in digital marketing.

Plan Your Brand Course – Target Market.  Brand Strategy.  Brand Messaging.  Differentiation Points & Positioning.

Marketing & Product Smart Goals Course –  A quick overview to get you started with establishing your Product and Smart Goals that are required with Business Plans and Internet Marketing Plans. 

Revenue Models Course – Understanding the various methods to categorize your revenue stream online is priceless.

Strategic Plan & Focus Course – A quick overview to get you started with establishing your strategy for your business.  

Executive Summary – A quick overview to get you started with establishing your Executive Summary for your Business or Internet Marketing Plan.  

Startup Online Marketing Package – learn the essentials to advertise your business on the internet.

Small Business Online Marketing Bootcamp – learn how to fully market your business online and stop using old school methods.

Web Design Course – learn how to create a website for your business.

e-commerce Web Design Course – learn how to sell and market your products online.

Customer Relationship Management (CRM) Course – learn how to organize and create activities for your customers and prospects.

Email Marketing Campaigns Course – learn how to connect with your customers and prospects to drive sales using email marketing campaigns.

How to Make an Online Commercial – make a rockin online commercial for your business!

Low Cost Internet Advertising – blast your business online to get as many customers as possible.

Branding & Maximizing Your Online Visibility – a successful marketing strategy includes branding your business.

Online Reputation Management – techniques to manage your reputation online (bad reviews, unwanted details about your business, private details, etc.)

Internet Marketing Plan Course – learn how to develop a strategy for your online marketing, includes resources to help you be successful with digital advertising.

Website Optimization – make sure your website shows up in search results!

Mac users (Keynote) – learn how to use Keynote to make presentations and videos for online commercials.

Click here for full course catalog.

Hidden Discount.  Take 10% of Weebly website.

Refer to for all course details and policies.


Plan Marketing Shows Scenario Advertising And Proposition by Stuart Miles