CRM INTRO

Section 1: Goals Achieved from the Video

Introduction to the CRM course

Section 2: Summary of the Video

Digital transformation is the future of business. CRM is the first step out of the three steps of digital transformation.

CRM course is divided into 4 stages: Basics and Foundations of CRM, Importance of CRM, Implementation of CRM, and Selecting the right CRM vendor.

Section 3: Main Content of the Video

Digital transformation is the future of business. CRM is the first step out of the three steps of Digital transformation.

Everyone knows the importance of digital business but one who knows how to implement digital transformation in their business makes successful organisations such as Bada Business.

For Example:

Dr. Vivek Bindra could have expanded their training business, but he envisioned a digital opportunity. He launched the Bada Business application & this course was curated for you an interesting way.

So, you should enlarge your vision & think about the digital transformation of your business

Key Note #1: Layout of the CRM Course

This course is divided into the following 4 stages:

1. Basic & foundations

When the foundation of any building is strong, it will sustain longer but if the foundation is not strong, it will not sustain for too long.

The videos in this are basic that will build your foundation and covers the following topics:

What is digital transformation? 

What is CRM software?

Types of CRM

Difference between CRM & ERP

Funnels & automated triggers 

When you implement marketing automation in your business, you will receive so many unlimited leads in your business that you have to increase your sales team. But this will happen only when you will know about funnels & automated triggers.

2. Why understand CRM?

This is explained through the business use case. We have explained case studies of 4 powerful companies to make you understand how these companies expanded their business.

In addition, this stage covers the following topics:

Why should you adopt CRM software?: Many reasons are explained about why you should adopt CRM software.

CRM needs assessment checklist: You have made up your mind to adopt CRM in your business, how will you assess your needs. The business might be small, large or giant size & needs will be different. We have made a checklist that will provide you clarity for your needs. Need clarity is important because the vendor will not be able to befool you. You will clearly explain to him about your needs. When he will try to sell you 5 things you can explain to him the requirement of your particular need.

Customer segmentation: If you follow the point "the same size fits all", it will not work. So, you should know how to do customer segmentation.

How to increase sales with CRM? The sales use case is explained.

Difference between CRM & marketing automation: You will come to know about the difference between CRM & marketing automation. Also, you will know how to implement them in your business.

CRM for customer services: CRM for customer service is explained.

Inter team collaboration: As the company grows, there is an inter-team competition & collaboration decreases. As you implement CRM software, your problem will be solved.

Traditional vs. Social CRM: You will be explained about traditional & social CRM.

Case studies: When you hear these case studies, you will have clarity about implementing CRM.

3. How to implement CRM?

In this stage of the course, we have explained how you should implement CRM software in your business.

4. How to choose the right vendor for CRM?

In this stage of the course, it is explained how you should choose the right vendor for CRM implementation.

The following topics are covered in stage 3 & 4 of the CRM course:

Comparison of top 8 CRM software

How to choose the right vendor?: You will be provided with a checklist that you should follow while communicating with the vendor. You can put a tick against each point & if all ticks are completed, that will be the right vendor for you. 

25 Points to avoid CRM failure: Sometimes CRM gets failed even after you append time & money. You implement CRM but still, it gets failed. 25 points are explained in this video about how to save CRM.

10 Steps for perfect CRM implementation

CRM metrics: As the famous quote "What gets measured, gets done." When the vendor visits you, give him this sheet & say that you want to measure these metrics & nothing else. When you follow these metrics you will not remain the operator of your business rather you will become the manager of your business.

Adoption training: Adoption is one of many reasons sue to which CRM fails. For example, you implement CRM but your team denied adopting. The sales team is not interested in writing details of each of the sales lead. Such kind of excuses will disappear with adoption training. We have given you a complete training program that you have to implement. Your vendor will take your training program before & after implementing CRM implementation.

This is a power course & you will be ready to implement CRM 100% in your business. This journey of this CRM course begins with this introduction video.

Section 4: Key Outcomes of the Video

Implement customer relationship management in your business

Choose the right vendor for your CRM

Section 5: Glossary

Business use case: यह वर्णन करता है कि वांछित परिणाम प्राप्त करने के लिए एक Business Process को कैसे करना चाहिए।