Sales and Customer Service Management

In This Course We Cover The Sales And Customer Service Processes Through The Core Solution

Beginner 5(2 Ratings) 44 Students enrolled English
Created by Gary Harrison
Last updated Mon, 14-Dec-2020
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Course overview

Connected Business is a powerful tool that: 1) helps facilitate planning; 2) document activity with prospects, customers, and suppliers; and 3) helps manage an organized sales effort.  If used properly, Connected Business can help you provide good service to your customers, manage an organized sales effort, and enhance your accounts receivable collections effort.  

This course teaches you the basic concepts supported by processes in Connected Business that support both sales and customer service. This course was designed to help people who manages or contacts, customer accounts, customer service, customer collections, marketing strategies and company activities.

What will i learn?

Requirements
Curriculum for this course
27 Lessons 01:28:53 Hours
Sales Leads, Prospects, and Customers
4 Lessons 00:12:32 Hours
  • Create A Sales Lead
    00:02:02
  • Convert Sales Lead To Prospect
    00:05:37
  • Convert A Prospect To A Customer
    00:04:53
  • Sales Leads, Prospects, And Customers Quiz
    00:00:00
CRM Activities
5 Lessons 00:19:59 Hours
  • Create A Todo Activity
    00:07:05
  • Create a Meeting Activity
    00:03:36
  • Create A Call And Call Back Activity
    00:02:59
  • View And Manage Activities In The Activity Calendar
    00:06:19
  • CRM Activity Review Quiz
    00:00:00
CRM Cases
3 Lessons 00:09:38 Hours
  • Log A Customer Case
    00:05:22
  • Track and Manage Cases By Dashboard
    00:04:16
  • Case Review Questions
    00:00:00
CRM Opportunities
1 Lessons 00:00:00 Hours
  • Using The Opportunity Dashboard
    00:00:00
Marketing Campaigns
6 Lessons 00:25:42 Hours
  • Create A Target List Of Contacts
    00:04:09
  • Plan A New Campaign
    00:02:13
  • Send Mass Email Messages
    00:04:24
  • Plan And Make Outbound Calls
    00:07:35
  • Manage Activities In The Wave Calendar
    00:07:21
  • Campaign Review Quiz
    00:00:00
Customer Service
4 Lessons 00:09:57 Hours
  • Access Customer Information
    00:04:17
  • Assigning Activities To Other Staff Members
    00:03:42
  • Attach Customer Documents
    00:01:58
  • Customer Service Review Quiz
    00:00:00
Credit And Collections
4 Lessons 00:11:05 Hours
  • View Customer Financial Information
    00:04:17
  • Assign A Debt Chaser
    00:03:51
  • Promise Payments
    00:02:57
  • Collection Call Review Quiz
    00:00:00
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About instructor

Gary Harrison

7 Reviews | 103 Students | 7 Courses
Student feedback
5
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