Learn how to connect database, build email templates, integrate external analytics, sync lead sources and run marketing automation.
In this course, you will learn how to build your CRM to match the precise needs of your organization.
Delivered by us and our certified CRM experts.
Pipedrive
HubSpot
Zoho
SalesForce
SAP
Oracle
MS Dynamics
Sage
Sugar CRM
Highrise
Website leads
Meeting leads
Mailing leads
Mailing automation
Calling automation
Analytics
Deal and sales forecasting
Deal sources and lost reasons
Labeling
Invoicing
Contract templates
Mailing
Security settings
Products
Marketing integration
Website forms and lead sources integration
Pipeline structuring - lead qualification
Leads’ segmentation
Activity planning for deals
Reviving “parked” deals
Web forms integration
Partners’ onboarding integration
Webinars’ integration
Automated email
Slack notifications
Contacts’ timeline & segmentation
Insights & Dashboard
Google Sheets
Slack reports
Email reports’ setup and dashboard
Cohort analysis
Cloudtalk
SignNow
Leadworx
Outfunnel
PandaDoc
Woodpecker
Autopilot
Tradegecko
Zapier
MailChimp
Slack
Calendly
Xero