Excel 101: Create Your Own CRM In Excel Masterclass

2023 Update: Includes Template! Design, Build and Utilize Your OWN Custom CRM System In Excel Masterclass

4.75 (348 reviews)
Udemy
platform
English
language
Sales
category
5,439
students
2 hours
content
Oct 2022
last update
$49.99
regular price

What you will learn

Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!

Template Download: Template Built In The Course Is Available For Download At Course End

Microsoft Excel

Organize Data

Run Queries

Predefined Selection Lists

Make Effective Decisions

Manage Data Sets

Easily Change Fields

Filter Results

Multiple User Access

And Much More!

Description

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

Do You Want To Ensure You Can Customize A System Specific To Your Needs?

Do You Want To Harness The Power of Microsoft Excel And Build Your Own CRM System?

Do You Want To See How Easy It Is To Build Your Own Custom CRM From Start To Finish?

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!

  5. Bonus reason: You get to download and use the template we build in the course (if you don't build your own that is)

Recent Review:

Pat M. says: "Exactly what I've been looking for.  I knew that Excel was powerful enough to handle my CRM needs but really wasn't sure where to start building one.  This course started from scratch and goes the entire way through building a model.  Really is exactly what I needed, like having a personal coach right beside you.  Highly recommended!"


Why You Should Take This Course With Me:

Have you ever wanted to take control of your sales pipeline and customer relationship management?  Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer?  You have come to the right place! With just a copy of Microsoft Excel, a little bit of time and this course, you'll have your own fully custom CRM system in next to no time!

In this course we start with the basics of Excel so even a beginner will be able to build the template.  From there, we take a blank workbook, and start building our CRM system.  By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!

What We Do In The Course:  

  • Learn the basics of Excel (for beginners, intermediate/advanced can skip)

  • Start with a blank workbook

  • Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)

  • Create predefined lists so users are limited in their choices for some fields

  • Enter customer data (for testing and demo purposes)

  • Run filters on data to demonstrate the ease of use

  • Create pivot table reports to summarize large quantities of data

  • Create a dashboard report with the key metrics you would want out of your CRM, for example, number of customers at each stage of the sales cycle

  • Learn what NOT to do as well - only the best business practices 

  • Teach you how to then use that information to make informed decisions

  • And Much More!!!  You will be truly impressed with the power of the CRM system. 

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  


***CLICK "BUY NOW" AND LEARN HOW CREATE A DYNAMIC CRM SYSTEM IN EXCEL! ***


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and CRM systems.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Content

Introduction

Course Introduction
Instructor Introduction
Udemy Review System
Excel Basics
Excel Basics - Formatting, Reports and Charts

CRM Database Creation

Headers Beginning
Headers Finish
Filters and Formatting
Entering Test Data
Data Validation Part 1
Data Validation Part 2
Freeze Panes and Data
Using The Filters and General Use

CRM Report Creation and Use

Lead Pivot Table Part 1
Lead Count Chart and Sales by Lead Type
Sales by Month Pivot and Chart
Dashboard and Wrap Up

Course Conclusion

Course Conclusion
2020 Update - What's New In The Business For 2020
Recommended Next Steps
Bonus Lecture: Discounts For ALL My Other Courses

Screenshots

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Reviews

Samuel
November 3, 2023
It, a good course the learn the basics to how to use Excel an make report but The Report Creation Part should be extended more better by putting some examples. But the course is clear.
Eleonor
May 12, 2023
I like that it is a simplified explanation of excel. If you are knew to excel this is the best course to start with.
Erol
February 7, 2023
Çok dostane bir anlatımlı, kısa ve net adımlarla bir crm sistemini kuruverdi. Pivot tablo dahil excel'in bilmediğim bazı özelliklerini de öğrenmeme yardımcı oldu.
Zac
December 21, 2022
Purchased this to enhance my existing crm and learn how to run queries which was indicated in the "What you'll learn" section, but not included...
Mirela
December 2, 2022
Easy to understand for a biginner or people who haven´t used Excel for a long time. The information is clear and the vocabulary simple and understandable.
Hardik
October 22, 2022
It was an amazing course I must say. I was struggling to make CRM for my by my own. But this course has helped me to make one. Thanks Benjamin!
Anamaria
August 11, 2022
The course is excellent. Although very basic, I liked the pace and structure of the course. Yes, there is a sea of ​​such courses on the YouTube channel, but unlike many others, this one is systematic. It was thanks to him that I managed to create a CRM in record time.
Linsey
February 16, 2022
The videos are very easy to follow! It is a great course to use to brush-up on rustier excel skills. One thing that could have made the course better for me, was better audio for the excel walkthrough. The sound quality was great on the intro/ course conclusion, but muddled in between. I am very excited to use this course to build a CRM system at work!
Nikita
January 21, 2022
The course content put together is very relevant. I am looking forward to creating my own CRM system using Excel. All thanks to Chris Benjamin! :)
Anthony
January 4, 2022
This is a VERY basic course. I'm struggling to see why you would use the words "Master Class" in the title. Maybe useful to a complete beginner as a very first step? How to i request a refund?
Emilie
October 24, 2021
This course was very clear and easy to follow, allowing me to create a CRM system on excel in record time!
jaime
August 9, 2021
Quick and helpful. I learned some tricks. Thank you> Things move a little quickly. I have to pause and rewind often.
Nikki
May 21, 2021
This was a great course! Helped me see how I could use Excel better for a lot of functions I currently perform as well as the ability to use as CRM!
Christopher
March 29, 2021
With the title of the course stating a Master Class I felt that some of the content the student should already know.
William
January 12, 2021
I really appreciate the short digestible video segments. Easy to follow and review material. Thanks.

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Related Topics

1707260
udemy ID
5/21/2018
course created date
11/20/2019
course indexed date
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