Crash Course: CRM & Automation in a Weekend delivers essential customer management skills through an intensive, focused learning experience. This accelerated 5-chapter program is designed for quick development of CRM capabilities.
Chapter 1 (Introduction & Prerequisites) is FREE and provides a rapid overview of CRM fundamentals. Quickly understand key customer concepts and begin developing your automation awareness.
In Chapter 2 (Core Concept A), you will learn CRM essentials including basic contact management, simple pipeline setup, and introductory automation principles at an accelerated pace.
Chapter 3 (Core Concept B) introduces key CRM components and basic workflow concepts. Learn to work with fundamental customer tools and understand basic automation workflows quickly.
Chapter 4 (Worked Examples & Practice) involves applying CRM skills to simple scenarios. Create basic customer databases and learn essential automation tasks in a compressed timeframe.
Finally, Chapter 5 (Advanced Tips & Next Steps) provides guidance for continuing your CRM education. Learn where to focus your efforts next and how to build upon the foundation established in this crash course.