Customer relationship managers are an important tool for any organisation: Gather your unique requirements, test your workflows, and find the right CRM.
Watch lessonThe first template for this lesson, the page layout template to help you workout what information you’ll want to collect.
The second template is the CRM workflow template to help you map out what workflow you’ll need for your CRM.
Thirdly, the template you’ll use to work out what requirements you need when looking for a CRM.
Clare’s example page layout that she works through in this lesson.
Clare’s example CRM workflow that she works through in this lesson.
Clare’s example CRM requirements that she works through in this lesson.
To start, Clare introduces to the basics of what sort of information is required from people who interact with your organiztion.
Next, we start working on the page layout using the provided template. It's a table where you store all the most important information about your contacts..
Now, we can start mapping out the workflows that we want our contacts to go on, using the provided template.
Finally it's now time to actaully work out the CRM requirments for your organization. We'll use the template provided so the requirements are indipendant of the different CRMs you are researching.
As a bonus, Will plays around with various different CRMs to see what's possible in each, and how they compare to his requriements.
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