CRM
Description
This training describes all topics that are related to the setup, use and the maintenance of the marketing part of the module Sales & Marketing.
Goal
This training will discuss all important CRM elements in order to give you knowledge, insight and skills to:
- Take decisions about the setup and use of CRM;
- Give advices about the setup and the use of CRM;
- Make use of all involved elements;
- Setup all the necessary activities of the automation project applicable to this.
Topics
The attendee will learn more about the following topics:
- Creating and managing contacts;
- Classification of contacts;
- Defining ledger entries;
- Defining campaigns;
- Defining and using segments;
- Defining and monitoring tasks.
Target Group
This training is targeting at those who:
- Are responsible for the setup and the use of CRM sales & marketing;
- Have an advisory role about the setup and use of CRM sales & marketing.