Introduction to CRM - Customer Relationship Management Systems | Class

frugalbrothers.com This is an introductory class covering various elements of a customer relationship management system. The class agenda is below:
Introduction to Customer Relationship Management Systems|Class
Part 1: What is CRM
A) Business is about People and Relationships
B) Your customers come with an Acquisition Cost and have a Lifetime Value
C) CRM was developed to nurture Relationships
D) CRM is your companies front office (sales, marketing, customer service)
Part 2: Why You Need CRM
A) Business without CRM
B) loose valuable data when a sales person quits (one uses outlook, another excel, another evernote, and so on)
C) Business lose when data isn’t centralized
D) Businesses lose when they fail to spot trends
E) Businesses lose when they don’t offer key people a 360 degree view of their customers/vendors
F) Business lose when they can’t forecast CAC or LTV
G) Business Lose when customers defect to a competitor
Part 3: What CRM Offers You
A) CRM systems are modular Accounts, Contacts,Leads,Opprtunities,Sales,Quotes,Invocies,Activvities,Vendors,Help Desk,
B) CRM systems can contain knowledge bases and make distributing collateral easier
C) CRM systems organize and relate customer and vendor information
D) CRM systems may integrate with Office 365, Google Apps
E) CRM systems may offer Automation (Drip email, birthday greetings, reports and more)
F) CRM Offer workflows such as lead distribution, follow up, activities,
G) CRM offer Analytics , Sales Funnel, Sales forecasting, campaign costs and more
H) CRM systems can integrate with your website, provide autoresponders
I) CRM systems can deduplicate data
J) CRM systems can follow customers on social media
K) CRM systems can manage marketing campaigns and dollars
L) CRM systems can incorporate different marketing tracks
M) CRM systems can integrate with Accounting, project management, office applications
Part 4 How CRM is Obtained
A) CRM systems available on premise and hosted
B) Pricing as low as 0.00 to 90 or more per user
C) Maybe priced based on different versions
D) Might have pricing based on storage
E) Might have pricing based on plugins and add-ons
Part 5 Popular CRM Systems
Sugar CRM, Microsoft CRM, Salesforce,GoldMine, Zoho CRM,Insightly,SalesLogix,NetSuite,Work ETC,Nimble

[@abbydaugherty4867]

This was fantastic! I’m entering a new position that relies on CRM and I have limited technology confidence. I am a female in my 50’s and I feel like a good friend just explained everything I need to know very clearly! Thank you!!!!

[@maysoonelnigoumi5644]

same here

[@stephaniemclemore9107]

Mee too! 🙏Thank you!

[@mahid1291]

Hai mam will give guidance abt this course ..i want to know...

[@janefernandes..]

This was way better than all the CRM videos I saw. I wish I got this as a recommendation first

[@darrionsingh8950]

As someone being tasked to aid in building a CRM from scratch this was invaluable. Now that I understand what a CRM aims to achieve I definitely am so much better equipped to start designing one than I was when I woke up this morning. Thanks.

[@byrnesrus]

Thank you for explaining the dynamics of a CRM system. I have used various ones for years, but found it hard to organize within the system not knowing how all the modules integrate with each other. You have made it very clear! Of all the ones I have used, for the past 2 years I have used Realty Juggler, which is a CRM and Transaction Management system with full Accounting features that is so easy to use and so very affordable! Looking forward to more of your insightful classes.

[@andreasgraf1976]

Clear, condense and comprehensive! Great class. 35 minutes and all is so clear! wow! Congrats!

[@ashishagarwal8259]

Professor- You cleared all my queries on CRM in one short class. Awesome sir!

[@ericjarry7663]

Thank you. My first lesson on CRM . Clear concise big picture overview. Got it!

[@fabmack1961]

Best video i've seen so far on CRM.Not too much on the technical side but more on the systems uses.Thank You Sir.

[@Joshuarayfarmer]

This was amazing!!! If...IF !!! You turn in the playback speed to 1.5times. Click the three dots under this video and select playback speed. Thanks me later and happy listening. No disrespect to the host, nothing but love. This video cleared so much up!

[@prithviraj4555]

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[@prithviraj4555]

CT scan

[@TheSalamatfamily]

As a BA Communication student, it really helped me to understand better about CRM, since it's a particular business matter that's discussed under KM tools in our subject, Knowledge Management. Seeing such educational videos like this really matters to us as students, especially during this pandemic situation, that it is just hard enough to understand what our professors are trying to teach us. Will share this to my classmates and definitely worth subscribing, too. Thank you, sir.

[@hydrapoison333]

Thank you for this! Much clearer picture of what a CRM is and what exactly the purpose of one is

[@olaoyemayowa2105]

WOW! This is informative!!! Thanks for sharing this. You are a very good teacher! We need more people like you in the class room.

[@H3nryA]

Thank you for taking the time to explain crm systems, this was very well produced, concise, and informational.

[@jordimeyadominguez4416]

Thanks a lot! Please keep it up. You're such a great teacher. Gonna use some of your valuable advice during my lectures on CRM topic. Thanks for your time and kindness for indeed sharing your knowledge with us. Best wishes from Thailand!

[@joymcclendon5156]

Good Day Mr. Naylor, this CRM introduction is by far the best that I have seen. It is easy to understand, and your Examples are great! THANK YOU!

[@sheroukharras9834]

This is an amazing class! Thank you so much for making this intro a lot easier than I expected. I was stuck and I had no idea where to start but you just put me on the right track. and this is pretty awesome for a first time video :)

[@hollystringer7639]

I am new to CRMs and you explained everything in terms I understood. I will be providing a service this helped me so much. Thank you so much!

[@mohammedyounus497]

Thank you Mr. Bruce for giving such a wonderful lecture on E-CRM. Its very informative and helpful.

[@samatPPP]

I have been dealing with applications at work for data management that are crm applications. That’s why I KZbind crm and found this beautiful video that made things so much clear in my mind regarding crm. I will host meetings more confidently now on crm applications. Huge thanks to you.

[@cristinagarcia3893]

This presentation is excellent, and in spite of years of experience working with a CRM, I have never seen an elaboration of how useful a CRM system could be to client acquisition and retention. I worked as a practice administrator for world-renowned plastic surgeon. Over the years my boss found that the CRM programs available on the market were not fulfilling his needs with patient leads. He eventually developed his own CRM program that allowed us to categorize and rank patient leads based on several factors, such as, desired date for surgery and budget. His CRM program also incorporated pictures as well as follow-up tools.

[@theMGreenshow]

You’re a great teacher! Thank you for sharing!

[@niiadjeisowah]

Very well done @Bruce. This is my first time looking into CRMs and your got me way excited. Thanks and good work.

[@rabsonlungu]

Bruce, Just an exceptional work done. Indisputably your first class turned out First-Class work! You have fired me up for CRM. A trillion thanks and best!

[@shade_excel]

Great tutorial! This really helped me wrap my head around the usefulness of CRM's! Thank you!

[@tmhcah]

Thank you. I am shopping for a good CRM for my company and your video helped a lot.

[@raziahroushan2662]

This video is awesome! So helpful in objectively looking at core business practices and customer relations.

[@user-rs8px3kz8d]

Who's here in 2023 and might want us to learn about this together?

[@leberletube]

Thank you Bruce. I needed this info as I "go forth" to find a CRM for our organization.

[@anupbiswal4413]

This is a really fantastic explanation of the capabilities of a CRM. Thank you!

[@Lsmiification]

Love, love, love. Thanks Bruce for breaking down the software in such an easy to understand way. :)

[@TheBoomerConsumer]

Thanks for the kind words

[@imercutio]

This is awesome and helped me alot to get a first quick understanding of the subject. Thank you for that!

[@dfence1985]

Great video! Thank you very much for sharing your knowledge!

[@gyosriva7692]

Can’t say thank you enough. The best explaination of CRM

[@jameboston]

Thank you so much for this overall view - this video serves like my refresher as I'm going to approach CRM again in a deeper level, but it really helps to see its overall once again so I can explain to my agents better !

[@TheBoomerConsumer]

Glad it was helpful!

[@johnsonchellappah3843]

The best ever, a passionate teaching, and I've enjoyed every minute I have spent. Trust you'll find more time and produce more lectures.

[@Malone178]

Great presentation and concise introduction of CRM

[@mdtaylor2274]

Thank you so much for this. I'm about to go for a management role in CX and I really appreciate your tutorial.

[@kuljeetkaur5891]

Very good article on Understanding basic concepts of CRM www.techcluesblog.com/2018/09/18/what-is-crm-understanding-crm-software-beginners-guide-to-crm/

[@carolyng.9184]

Thank you so much for your informative information about this topic.. Looking forward to watch your new video soon..

[@pilitoxx5555]

Excellent!! Thank you very much. Exactly what I needed... "plus"

[@mayuresh1704]

Great video! Wonderful presentation! Concise, precise, well-paced, compact, simple, informative, insightful, interesting, engaging! Keep up the good work! God bless you!

[@mbs4167]

Thank you for the CRM tutorial it was amazing and clearly understood 🙏🏾😎

[@HariPrasad-ho5cd]

Its pretty understandable and easy to learn the concept of CRM briefly. Thank you for making such a nice video, kudos and really appreciate your work 👍

[@chipledhungaman]

Thanks for this video, it gives a very clear overview. I really didn't know the first thing about CRMs and now I have a much better idea.

[@eveconstantinopla9494]

Thank you, sir! Having my online course and this give me lots of information and ideas about CRM. God bless

[@suniv8245]

This was very clear and comprehensive! thank you.

[@rairai574]

Great video. Thank you so much. I've watched many videos about CRM, but this one. I finally got it. I understand :). Thanks again. God Bless

[@AkhileshChaturvedi]

Thanks Sir for this simple and clear description about CRM, It helps me a lot as a beginner.

[@juliocvelarde]

Fundamental to Understand how CRM processes and business logic works....great workshop!

[@lianmingtham6896]

Thanks a lot for the sharing! Really appreciate the insights of how CRM impact the company in various aspect.

[@anthonybynum9824]

Very good for my 1st CRM Video. Did a good job explaining the different aspect of a CRM system. Look forward to seeing your next video on the subject.

[@edwardcampbell2510]

This is so lovely, thank s a lot, you have really expanded my knowledge on the CRM system.

[@schynam]

Thanks for the class, FT. Great explanations.

[@RekoMoreno]

Can you do more videos on business and sales? You're teaching method works so well, I feel so confident understanding the CRM just from this video.

[@getreadytotube]

Thanks, wonderful class and you did it in plain English.

[@chadstingley2692]

Thank you very much for explaining CRMs where I can understand everything great video I will share this with my friends thank you again.

[@sharonhazel6580]

Thankyou...this was a great overview of CRM system....I now have a way better understanding. Enjoyed your tutorial.

[@lilihelmy]

This is a great explanation in detail, in step by step. You make me understand about CRM. Thank you :)

[@damdam5500]

Perfect content, I have spent quite long time to found something like this.

[@luizfelipelamarca1848]

Congratulations, I am starting in the CRM Business and this video gave me a very good overview, thank you!

[@Antreasww]

Brilliant!!! Excellent presentation! You make really clear with a straight to the point mentions, what CRM is about. I am keen to get into this world and you made me even more excited. Keep up the good work Sir! :-)

[@munawarshah8248]

Thank you absolutely outstanding , you make me understand the real concept of C R M and it various functionalities.

[@Colhogan06]

I was quite surprised at how similar this system was as compared to a system I was using when I was a manager in a Contact Center. We used a system where all of the technicians each manager had reporting to them, rolled up in a system where their manager could provide feedback/coaching to them and just keep track of each interaction with them. All of their metrics were located in this system and pretty much anything you did with that particular technician was there as well. The technicians had access to their information on their end but was of course limited to just their information. What this did was keep everything in a central location. Should a technician be moved to a different manager, that technicians info and profile were transferred to the new manager and the new manager would then have access to see exactly what the previous manager had been working on and what the basic trends were for this technician, so the new manager could just pick up where the old one left off. Great systems!

[@RekoMoreno]

This is so helpful, enjoying and learning from you. I needed something like this to better understand CRMs, been researching them for the past week, and have decided to go with Freshworks.

[@sagy26]

Thank you very much. you've cleared up quite a few questions i've had.

[@jaimeaguerra]

Bruce, excellent delivery. I have seen many CRM presentations in my career. You CRM will actually put any business that wants a CRM system in a position to select / install a system that works for their system. Thank you, I truly enjoyed this presentation.

[@TheBoomerConsumer]

Jaime Guerra Well thank you very much. Hopefully I don't put too many people to sleep! :D

[@gathua]

Saved to Favorites. Thank you so much!

[@MarilynHarding]

Thanks - This was really great. I have a scheduled call with a provider today and feel much better equipped to know what to ask and what to look for. Brilliant! Looking forward to more classes as we grow our business.

[@norahblocksom4456]

Thank You! I am a domestic, old school type person, who is now working as a secretary at a local tech support company. I have techy friends, but that's not normally my cup of tea ... This video helped me understand a CRM, which I now be using!

[@TheBoomerConsumer]

Norah Blocksom Thanks for watching Norah, best of luck to you

[@bojangles6029]

Thanks, Bruce - a REALLY useful tutorial!

[@meloncauliflower]

This is wonderful. Thank you for making this video.

[@ganesk6807]

Thank you for this. It was very educational.

[@Prabhsehajbawa]

Thank you, Mr teacher maybe one of the best classes I have attended in a long time.

[@julieburdis3447]

Thank you so much. very informative. appreciated your time.

[@firdosekapadia3288]

I am into sales of insurance. Found the video very useful and informative. Thanks for sharing.

[@PipelinerCRM]

This video give great overview of CRM. It is easily understandable and informative. Thank you for sharing your knowledge with us.

[@prashanthikaluvala8500]

Awesome Explanation with simple examples and made me to get good knowledge of CRM software system. Thanks for being such a Wonderful Teacher Sir !!!!!

[@michaelcosta7388]

Excellent job! Made the concept easier to understand.

[@Ridharsh]

I loved your Explanation of the topic.. you are amazing sir!

[@DominicLondon]

Thanks Bruce, this is really helpful for my ICT A level.

[@daviarimatea2213]

I was looking for CRM but gained an excellent content about sales along with it.

[@BoomerBlogging]

Great class on CRM! Any small business that isn't using a CRM system is (1) starting off wrong, and (2) is wasting to much in admin rather than sales building. If you don't value your customers enough to plan, organize, direct, and control via one of the full range (price & capabilities) of CRM's out there then success will be far more lucky than likely.

[@TheBoomerConsumer]

+Steven Whitley Thank you Steven

[@Ekiwi3EnterprisesInc]

Great class Bruce! Very looking forward to more!!

[@TheBoomerConsumer]

Ekiwi3 Enterprises Thank you. I defiantly will be offering more

[@mkenya2941]

I just started learning and grateful for the tutorial.

[@tanhow2237]

thanks for the Tutor on the CRM.

[@funmilayooseni3255]

Wow, this is great. i enjoyed all you illustrations and i am confidece to talk and learn more about it.. you are spot on.

[@pritikabeerjeraz5412]

Thank you Sir. Helped me understand CRM. Great explanation. Sending you lots of good wishes from Mauritius Island, Indian Ocean.

[@AnytimeAlterations]

Great presentation! Thank you so much for the information.

[@ramaraok3631]

it's doesn't seem your first class. you delivered amazing. expecting more stuff from you sir. 👍👌👏

[@TheBoomerConsumer]

So nice of you

[@Mastersolve]

Wonderful and thorough explanation! Thanks for sharing

[@Philly2571]

Thanks for the information Bruce! Very informative

[@23gvijay]

Thank You very much for the excellent overview.

[@someoneelse9743]

Very very very helpful...thank you very much for this great video

[@SylviaAimeeH]

I got a job interview for a CRM Marketeer function next week and this really helped, thank you!

[@ilodubablessingchioma4105]

Did u later get the job?

[@arpitapriyadarshini7635]

thank you for this tutorial. god bless!

[@shaibkup]

Thank you, Bruce. It was a very interesting video and a well made lecture. Love the whiteboard.

[@TheBoomerConsumer]

Shai Navé Hi Shai always good to hear from you. I am happy to hear you liked it

[@dejib2908]

Very very informative.....Thanks for sharing your knowledge on CRM

[@SaikrishnaSriramvenket]

Great overview thank you , Cheers, Sai

[@shalinisingh9510]

thank you so much, this video is really helpful. kindly make more video on CRM

[@sohaibsiddique7988]

Outstanding Introduction Sir I learned a lot of stuff,Thanks

[@roybroertjes3618]

Great explanation of CRM. Thanks.