About this Course
Elevate your sales and customer management with this practical course. Learn to design and implement a robust CRM system directly within Excel. We'll cover the full customer lifecycle, various CRM types, and smart Excel features like Pivot Tables, Dashboards, and TEXTSPLIT. This course is designed for Indian working professionals looking to optimize their sales processes and data management without complex software.
What You'll Learn
✓
Understand the full customer lifecycle framework.✓
Build a custom CRM system using Excel.✓
Explore four types of CRM: Collaborative, Operational, Analytical & Strategic.✓
Utilize smart Excel features like dropdowns, validations, and checkboxes.✓
Automate lead tracking with Pivot Tables and Dashboards.✓
Apply advanced Excel formulas like TEXTSPLIT for data structuring.Who This Course is For
Sales and Business Development Professionals aiming to streamline client interactions.
Small Business Owners seeking cost-effective CRM solutions.
Marketing Managers wanting to track campaign leads efficiently.
Entrepreneurs looking to build a robust customer database.
Why Take This Course
Practical Skill Development
Gain hands-on expertise in creating and managing a CRM system using a tool you already know: Excel. Apply these skills immediately to your professional role.
Boost Sales Efficiency
Learn to track leads, manage contacts, and analyze customer data effectively, leading to improved conversion rates and better customer relationships.
Cost-Effective Solution
Develop powerful CRM capabilities without investing in expensive software. Leverage Excel to build a tailored system for your specific business needs.
Career Advancement
Add a highly sought-after skill to your resume. Demonstrating proficiency in CRM and data management with Excel can open new professional opportunities.
Frequently Asked Questions
What will I be able to do after completing this course?
You will be able to design, build, and manage a functional CRM system using Excel, track customer interactions, and automate lead management processes.
Is prior CRM experience required for this course?
No prior CRM experience is needed. Basic familiarity with Excel is helpful, but we cover everything from the ground up for building your CRM.
Will I receive a certificate upon completion?
Yes, upon successful completion of all course modules and assessments, you will receive a verifiable certificate from Juno School.
How is this course structured?
The course is structured with practical video lessons, downloadable resources, and hands-on exercises, ensuring you gain actionable skills for real-world application.
Can I access the course material on multiple devices?
Yes, once enrolled, you can access all course materials anytime, anywhere, on your desktop, laptop, or mobile device through the Juno School app.
