Excel 101: Create Your Own CRM In Excel Masterclass

🌟 2023 Update: Includes Template! 🌟

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Excel 101: Create Your Own CRM In Excel Masterclass 🚀

Do The High Prices of Customer Relationship Management (CRM) Software Packages Make You Cringe? 🤑

Are you looking to ensure you can customize a system specific to your business needs?

Do you want to harness the power of Microsoft Excel and build your own CRM system?

Are You Eager to See How Easy It Is To Build Your Own Custom CRM From Scratch to Finish? 🛠️✨

If you answered "Yes" to any of the above, this course is tailor-made for you! 🎓

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*** Updated with new content! ***

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Why Take This Course With Me? 🤔

As a Top Rated Udemy instructor, I've taught over 100,000+ students, and I can help you too. Here are three compelling reasons to enroll in this course right now:

1. Lifetime Access: Gain unlimited access to all new lectures, assignments, quizzes, and downloadable content! 📚

2. Direct Interaction: Ask me questions directly and receive detailed responses! 💬

3. Proven Success: Learn from a professional with over 25 years of experience in finance, accounting, and CRM systems. 🏆

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Course Outline 📈

We'll start with a blank workbook and by the end, you'll have a fully functional CRM system tailored to your needs. Here's what we'll cover:

1. Setting Up Your Workbook: We begin with a clean slate, ready for customization. 📝

2. Custom Data Fields: Tailor the data fields to track whatever is relevant for your business. 🔍

3. Predefined Lists: Implement predefined lists for standardized data entry where necessary. 📚

4. Data Entry and Testing: Enter customer data to test and demonstrate the CRM's capabilities. 🖱️

5. Advanced Filtering: Learn how to filter data for quick insights and decision-making. 🔎

6. Pivot Table Reports: Summarize large datasets with pivot tables, highlighting key metrics. 📊

7. Dashboard Creation: Create a dashboard report that provides an overview of the sales cycle stages and other crucial information. 📈

8. Best Practices: Understand what not to do when managing your CRM system for best business practices. ✅

9. Informed Decision-Making: Utilize the data and reports to make smart, informed decisions for your business. 🧠

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About The Instructor 👨‍💼

Chris Benjamin, MBA & CFO is a seasoned finance professional with over 25 years of experience in accounting, finance, and CRM systems. Having worked in corporate settings and as a CFO Consultant, Chris brings a wealth of knowledge to the table. He's passionate about sharing his expertise with students like you.

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CLICK "BUY NOW" AND LEARN HOW TO CREATE A DYNAMIC CRM SYSTEM IN EXCEL! 🛠️💻

Don't let expensive software dictate your business processes. With Excel and this course, you're equipped to create a system that fits your unique needs. Join us today and transform the way you manage customer relationships! 🚀

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Enroll Now and Take the First Step Towards Mastering Your CRM in Excel! 🎯

🏆 Course Review: Creating a CRM System in Excel

Overview

The course "Creating a CRM System in Excel" has received an overall rating of 4.74 out of 5 stars, with all recent reviews being positive. The course is well-received for its comprehensive and beginner-friendly approach to teaching Excel skills that are directly applicable to creating a Customer Relationship Management (CRM) system within Excel.

Pros

• Pace and Instructions: The pace of the course is commended for being well-suited for beginners, with instructions that are clear and easy to follow. This makes the content accessible to those who may be unfamiliar with Excel or its more advanced capabilities.
• Engaging Content: The course is described as "fun" and "well taught," with an engaging instructor who assumes little prior knowledge of Excel.
• Real-world Applications: Students appreciate the practical applications of what they learn, with several commenting on how the skills have opened up new possibilities for their use of Excel.
• Ease of Learning: The course structure is praised for its short video segments that are easy to follow and review. This format allows learners to digest information at their own pace.
• Beginner-focused: The course is highlighted as an excellent starting point for beginners or those who have not used Excel in a while, offering a solid foundation to build upon.
• CRM Integration: Many users report that the course has helped them integrate Excel into their CRM processes effectively.
• Clear and Systematic: The course content is deemed relevant and systematic, providing a clear path to creating a CRM system in Excel.

Cons

• Pacing for Advanced Users: A few comments suggest that some users with more advanced knowledge may find the pace a bit slow or wish for more examples to be included, especially for mixed data charts.
• Audio Quality: There are mentions of muddled audio quality in the course videos, which could pose a challenge for non-native speakers or those who prefer clearer audio.
• Course Level Clarity: Some users felt that the title "Master Class" might be misleading, as the content appeared to be more introductory than master-level.
• Content Scope: A handful of reviews indicate that some of the skills advertised in the course description, such as running queries, were not covered within the lessons.
• Refund Concerns: One user expressed a desire for a refund based on feeling that the course was too basic to warrant the title "Master Class."

Final Takeaway

Overall, the "Creating a CRM System in Excel" course is highly recommended for both beginners and intermediate users looking to expand their Excel skills. The course's ability to break down complex tasks into manageable steps has been particularly well-received. While there are some areas where the course could be improved, such as addressing more advanced features or ensuring crystal clear audio, the course remains a valuable resource for those seeking to integrate Excel into their CRM processes.

Would-be learners should approach this course with the understanding that it is designed for beginners to intermediate users and that while it covers a broad range of skills, some topics may require additional resources or exploration outside the course's scope. Nonetheless, the positive feedback from the majority of users underscores the effectiveness of this training in achieving its learning objectives.