Welcome to the CRM Basics Course!
Audience: All Internal Users
We have packed all of the key information about the tools available to support your customer's relationships into this short, easily accessible course.
Below is the course outline where you will find all of the individual lessons and reference them as needed in the future.
Don't forget to complete the survey at the end of the course to get credit for completion and provide any feedback you have from your experience to make this content better.
Click on "Lesson 1: Notes" to begin. Enjoy!
Important Notes:
- Be sure to enter your email address when prompted to verify you have permission to view the walkthroughs
Lesson 1: Notes (5 minutes)
- Walkthrough how to add notes to customer’s profiles
- Review how to keep notes organized on customers profiles and notes management
- Walkthrough how to create notes on customer profile pages in bulk
Lesson 2: Advanced Filters (5 minutes)
- Walkthrough how to use advanced filters to segment customer lists
- Show how to layer multiple business units into the Advanced Filter
- Show an example of how you could leverage advanced filters to create a targeted customer list
Lesson 3: Prospects (5 minutes)
- Walkthrough how to add a new prospect profile
- Go through how to add notes, send quotes, and communicate with the prospect through your digital platform
- Show how to convert the prospect to a customer in the platform
Lesson 4: Spotlight & Sales Potential (5 minutes)
- Review how to leverage Spotlight to have targeted conversations with your customers
- Review how to add Crop Acres to customer profiles
- Walkthrough the Sales Potential page and the differences between Wallet Share and Last Year Spend