• Post category:Udemy (Dec. 2021)
  • Reading time:2 mins read




A step by step course to help agencies to set up, use, and master CRM (pipedrive) in a week or less.

What you will learn

 

How to use CRM in their business

 

How to use Pipedrive software

Description

How many deals did you get this month?

 

How many deals did you close this month?

 

What is your conversion rate?

 

What is your revenue goal?

 

How far are you today from achieving your revenue goal this month, this quarter, or this year?

 

Those are fundamental to each business. However, it is not something they teach us in high school. We need to learn it somehow ourselves.

 


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After years of owning my business, I dedicated the significant portion of my success to our CRM.

 

CRM is the core of our business.

 

This is perfect course for any kind of agency. It is good for a marketing agency, digital agency, web developers, email marketing agency, creative agency and etc.

 

In this course, I want to share my knowledge. It is not rocket science, but you need to set it up correctly and know the basics to start using it right away.

 

English
language

Content

START

Conversion Rate
About Andriy
The Purpose
The Tool
Overview

FUNDAMENTALS

Hierarchy
The Flow
The Difference
Deal View
Activities
Filters

STRATEGY

Snapshot
Sales Process
Deals Details
People Details
Organization Details
Views

ACTION

Adding Contacts
Creating Deal
Daily Routine
Monthly Routine
Contact Timeline

TIME SAVER

Integration
Workflow Automation
Email Marketing
Proposals

 

Enroll for Free


 

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