video

Using CRM to manage sales

What you'll learn

A CRM (Customer Relationship Management) system is software used to manage your interactions with your customers, potential customers (prospects). CRM systems can help you organise, automate, and synchronize your sales, marketing and customer service. CRM systems aim to enhance customer satisfaction, and drive business growth by providing a central platform for managing customer data and interactions. 

In this video you will learn:

• What is a CRM system
• Signing up for the FREE Hubspot CRM system
• About the demo of the Hubspot CRM system
• Adding contacts and companies
• Customising contact properties
• Using the sales pipeline
• Tracking activities and notes
• Adding forms and emails
• Reports and dashboards