Level: Beginner
Presenter: Eli the Computer Guy
Date Created: May 28, 2013
Length of Class: 30:44
Research Assistance:
Purpose of Class
This class introduces students to CRM Software and explains why Customer Relationship Management Software is so important.
Class Notes
CRM means “Customer Relationship Management”
What is CRM Software Used For?
Sales — Keep track of leads so that is easier to close sales
Help Desk — Keep track of work orders
Projects — Keep track of people and requirements for a project
CRM Software allows managers to track employees and provides metrics that can be used in decisions pertaining to resource allocation.
CRM vs. Project Management Software — Project Management Software is generally more targeted to large projects such as Construction or Large Scale Migrations.
Hosted vs. Self Hosted — There are benefits and drawbacks to both.
The ability to Sync with Outlook and SmartPhones is a useful ability
Reminder Notification Options (Email) make sure you don’t forget a task
Fees for CRM Software can range wildly. make sure you understand what you are paying for.
Do Your Research Well… Migration is HELL
Assessing Cost — Remember that the value of a CRM System is IN the Data NOT the software itself. A CRM may become the most valuable asset of a company.

Lab Setup Used in Demonstration
Study Guide


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