Basic Selling Skills: Recordkeeping – 02. Using Your CRM Effectively

Learn more about how to use and record information in your Customer Relationship Management (CRM) systems with the Using Your CRM Effectively course. We’ll cover the different types and benefits of CRM systems, and also review the appropriate data to input to help develop your recordkeeping skills. This e-learning course will help you learn more about the importance of keeping information about your clients, and which stage of the sales cycle will get the biggest benefit from CRM. We’ll also go over how the system is compatible with other sales tools, scheduling functions, and potential drawbacks of using a CRM system.

This course is Part 2 of our Basic Selling Skills: Recordkeeping series and is also part of the Territory Management series. Included is a short video, a brief online quiz to test your knowledge, and a downloadable student guide for easy reference.