Level 7: CRM Database Management

Level 7 instructs you how to use a customer relationship management (CRM) database in collecting, monitoring, and tracking communication with users who have accumulated in your website database. Previously, in the website setup instructions, course participants were taught how to connect their online intake forms to their website CRM program. During your campaign, the database has been collecting names and contact information through the submission of these forms. The last full content level now teaches how you, would use the CRM database to monitor this process and then eventually use the database for making contact with website users by creating a workflow of touch points with these potential clients through email, text, direct messaging, phone calls, etc. CRM databases are specifically designed to track each and every contact point, so that all business associates can keep track of how often and when these potential clients have been contacted, and by which method. Theoretically and practically, this is a perfect place in instruction where this course will end and a personal selling course would pick up with the process of making cold/warm calls to potential clients in the sales cycle process.

Assignments in these chapters are used to teach you how to use the primary functionality of a CRM database. From ingesting an intake form, to moving a client into a “Deal” sales cycle, to inputting contact follow ups, assignments will assist you in learning these invaluable database processes. An “imaginary” sales deal is created to assist you in the process of following a lead through the entire sales cycle process in order to learn the vital steps of opening and closing deals within the CRM database. Finally, a tally count of total database contacts is compared against created website goal funnels in Google Analytics to monitor the online intake form process. This final assignment helps you to monitor for goal funnel fluidity and undesired bounce rates teaching the necessity of well-designed intake processes for database management success.