All Courses CRM 101
CRM
Sales Pipeline
V15
CRM 101
Discover the vital tools for managing customer relationships and sales processes! Learn how to effectively track business opportunities, send personalized quotations, and secure sales orders from leads and customers.
Instructors:
Chermaine
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12 Lessons

The Customer Relationship Management (CRM) in Parsimony will help you in the efficient management of customer relationship activities, streamline sales processes, track interactions, analyze performance, and make informed decisions to drive business growth and success.

Course Content
Learn how to effectively manage leads and sales processes to streamline your sales pipeline, enhance customer relationships, and drive revenue growth. 🚀
Lead Source
Sales Stage
Sales Person
Dive into the fundamental building blocks of CRM, exploring essential master data including Contact, Prospect, and Customer, and learning how to create and manage them efficiently.
Territory
Contact
Prospect
Customer Group
Customer
Discover how to visualize and manage your sales process with Parsimony's Sales Pipeline and be able to identify opportunities, anticipate roadblocks, and close deals faster, ultimately driving revenue growth and sales excellence.
Lead
Opportunity
Appointment
Contract
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