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Course Description

Feeling overwhelmed by customer data? You're not alone. Many businesses struggle to keep up with leads, manage relationships, and make data-driven decisions. This can lead to missed opportunities, frustrated customers, and a chaotic sales funnel. If this sounds like you, it might be time to consider implementing Customer Relationship Management (CRM) software. A CRM is more than just a list of your contacts, it's a powerful tool that streamlines sales processes, manages customer relationships, improves customer service, boosts efficiencies, and serves as a catalyst for business growth. In this class, you'll learn how to assess if a CRM is right for your business, map out your internal sales and communications procedures, speak to CRM vendors from an informed perspective, and navigate the implementation process with confidence.

Course Outline

 1. Understanding the capabilities of a CRM
 2. Overview of the CRM project lifecycle
 3. Implementing a new CRM
 4. Overview of popular CRM platforms

Learner Outcomes

Attendees will learn how to:

 • Assess readiness for a CRM
 • Map and refine existing internal procedures
 • Ask informed questions of CRM vendors
 • Lead a successful CRM implementation

Notes

A Public Service and Outreach Unit of the University of Georgia. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
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Enroll Now - Select a section to enroll in
Section Title
Is Your Business Ready for a CRM?
Type
Online - Fixed Date
Days
Th
Time
10:30AM to 12:00PM
Dates
Jun 06, 2024
Schedule and Location
Contact Hours
1.5
Hosting Center
  • UGA SBDC Webinars
Course Fee(s)
Registration Fee non-credit $39.00
Instructors
Section Notes
All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the Gainesville office at [email protected] or call (770) 531-5681.
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