A Complete Guide to Agile CRM

The objective is to make you awesome in Agile CRM. Learn everything you need to become Agile CRM Consultant.

3.70 (48 reviews)
Udemy
platform
English
language
Other
category
instructor
A Complete Guide to Agile CRM
7,304
students
4.5 hours
content
Nov 2018
last update
$39.99
regular price

What you will learn

Learn the UI of Agile CRM

Work with contacts, companies, deals and tasks

Work with calendar and online calendar

Work with reports

Work with marketing and campaigns and service modules

Why take this course?

🌟 **Course Headline:** Master Agile CRM: Your Journey to Becoming an Agile CRM Consultant Starts Here! --- 🎉 **Course Description:** _Welcome to the A Complete Guide to Agile CRM course, your comprehensive journey into mastering one of the most robust Customer Relationship Management (CRM) platforms available. Tailored for Business Administration Students and Corporate Employees, this online course is a treasure trove for anyone looking to excel in the realm of customer management, sales, marketing, or management within an organization._ _Dive into the user-friendly interface of Agile CRM and explore its myriad functionalities designed to streamline your daily business processes. Whether you're a Sales Professional managing leads and converting them into deals, a Marketing Guru creating impactful campaigns and promotional projects, a Support/Service Personnel handling customer support issues efficiently, or a Management Expert overseeing the activities of various departments, Agile CRM is your go-to tool._ _This course will guide you through every nook and cranny of Agile CRM, including its powerful features such as managing Projects, Tasks, Campaigns, Emails, Support Centre, Sales Funnels, and more. With hands-on training on User Interface, Settings, Leads/Contacts/Companies, Campaigns, Sales Funnel, Billing and Invoicing, Tasks and Calendars, and Customer Support, you'll emerge as an Agile CRM expert ready to take on the challenges of the business world._ **Key Takeaways:** - **User Interface Mastery:** Gain a deep understanding of navigating through Agile CRM's dashboard and modules. - **Settings Control:** Learn how to personalize your experience by configuring settings that suit your organization's needs. - **Lead Management:** Discover techniques for capturing leads, converting them into contacts, and tracking their progress in your sales pipeline. - **Marketing Campaigns:** Create, manage, and analyze campaigns with precision and ease to boost customer engagement and conversion rates. - **Sales Funnel Optimization:** Understand the ins and outs of managing a sales funnel, from initial contact to finalized deal. - **Billing and Invoicing Simplified:** Streamline your financial processes by efficiently issuing invoices and tracking payments with Agile CRM's integrated billing system. - **Task Management and Calendars:** Keep track of tasks, deadlines, and schedules to ensure timely execution of projects and campaigns. - **Customer Support Excellence:** Learn how to efficiently manage customer support issues and create a responsive service environment. **Course Topics Covered:** - User Interface: The face of Agile CRM, where all the magic happens. - Settings: Personalize your Agile CRM experience according to your business requirements. - Leads/Contacts/Companies: Manage your relationships with potential and existing clients effectively. - Campaigns: Craft compelling marketing campaigns that resonate with your audience. - Sales Funnel: Visualize and manage the sales pipeline from start to finish. - Billing and Invoicing: Simplify your financial operations with Agile CRM's centralized system. - Tasks and Calendars: Keep your team on track and meet deadlines with ease. - Customer Support: Offer world-class customer service that keeps clients coming back for more. 📆 **Why Enroll Today?** _The business landscape is evolving, and with it, the tools we use to navigate it. Agile CRM is at the forefront of this evolution, offering a comprehensive solution for businesses of all sizes. By enrolling in this course, you're not just learning a tool—you're equipping yourself with a skill set that will serve you for years to come. Don't miss out on the opportunity to elevate your career and become an Agile CRM Consultant._ 🚀 **Are You Ready to Embark on This Journey?** _Join us now and transform your understanding of Customer Relationship Management with Agile CRM. Let's embark on this exciting adventure together and set you up for success in the world of business administration and beyond!_

Screenshots

A Complete Guide to Agile CRM - Screenshot_01A Complete Guide to Agile CRM - Screenshot_02A Complete Guide to Agile CRM - Screenshot_03A Complete Guide to Agile CRM - Screenshot_04

Reviews

Bert
April 29, 2021
Poor english skills; difficult to understand. Walked through menus but really has no clue as to the perspective of a business owner intending to apply this software. A case study would have been more effective. Extremely annoying bug with Udemy that reset speed to normal on every new video but still displayed prior selection. Presenter was too cheap to even use paid version - anybody using this software in earnest will need paid versions to take advantage of sms, VM drops, etc. - not even covered in course.
Moya
June 9, 2020
I am glad I found a tutorial on Agile CRM. The companies was a little scattered and I would have to rely on YouTube or googling answers to questions. So this was a nice alternative and I didn't mind paying for it. I watched it until the end.
Mike
October 24, 2019
First 2 lessons were a little basic for an experienced startup entrepreneur, a footnote to skip basic concepts would be nice to save 15min.

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2051571
udemy ID
11/27/2018
course created date
6/20/2019
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