DARREN TROFIMCZUK
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What is a CRM system?
CRM stands for a Customer Relationship Management System. In a nutshell CRM systems consolidate the customer data, so the business users can manage and analyze customer interactions. The most common features include:
  • Marketing automation-marketing information, email campaign and social media
  • Sales force automation/sales force management-stops duplication between the salesperson and customer
  • Contact centre automation-reduce the tasks of the contact agents job eg: customer requests
  • Location based services-Geographic marketing campaign tools, sales prospects based on location
Two types of CRM system:
  • On-site-CRM software is stored on the companies server
  • Cloud-based CRM-sometimes referred to as Saas (Software-as-a-service) data is stored on a remote server that employees can access via an internet connection.
Source=http://searchcrm.techtarget.com/definition/CRM

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www.hubspot.com/products/crm
User Guide: ​https://knowledge.hubspot.com/getting-started-with-the-crm-and-sales
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HubSpot CRM gives you the ability to create for contacts, companies, and deal records. All three of these object types can be associated with one another and have properties that can be edited and customised.
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In addition to the three customizable object types, your sales reps can use tasks to stay organized. Tasks can be associated with a contact, company, or deal, but only include standard task fields such as Task Status. 
Source: ​https://knowledge.hubspot.com/articles/kcs_article/contacts/a-quick-tour-of-hubspot-crm-and-hubspot-sales

Microsoft Dynamics

User Roles I have added for you:
  • Marketing Manager
  • Marketing Professional
  • Sales Manager
  • Sales Person
Getting Started (Basics)
ebook-start-working-in-crm.pdf
File Size: 1582 kb
File Type: pdf
Download File

Support Link (Getting Started): https://www.microsoft.com/en-us/dynamics/crm-customer-center/get-started-top-links.as_px_

Part 1
1. Menu Bar Data Items-Sales, Service, Marketing
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2. Entering Contacts-Leads, Contacts etc
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3. Dashboard-
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4. Sales Leads & Moving through the sales process
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5. Save Button
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6. Microsoft Dynamics App
Use the email address for the account I have setup for you. 
                               +
The password you set from the email invite
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Part 2
  • Work through the guides for each section
Intro to Business Processes
ebook__introduction-to-business-processes-in-crm_tak.pptx
File Size: 380 kb
File Type: pptx
Download File

Customer Service
ebook__give_great_customer_service_with_crm_tak.pptx
File Size: 1388 kb
File Type: pptx
Download File

Dashboards
ebook_dashboards_tak.pptx
File Size: 1395 kb
File Type: pptx
Download File

Source = ​https://www.microsoft.com/en-us/dynamics/crm-customer-center/training-adoption-kit-for-microsoft-dynamics-crm.aspx

Part 3

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ebook_crm_basics__1_.pdf
File Size: 6879 kb
File Type: pdf
Download File

Key Data Types / Tools
  • Accounts-Data about companies you do business with
  • Contacts-Data about the people you know and work with in
  • Leads-Are for potential sales, and most organizations get leads from many sources. You can enter leads manually from business cards, generate them from marketing campaigns or inquiries from your website, buy them in mailing lists, create them automatically from posts on Facebook or Twitter 
  • Opportunity-If a Lead goes well it should be promoted to an opportunity
Source: ​https://blogs.msdn.microsoft.com/crm/2008/05/16/crm-4-0-simplified-sales-process-scenario/

Part 4
Qualify, Develop, Propose, and Close
Everyone on your team moves customers through standardized business processes with the same stages and steps for each type of customer interaction, collecting and inputting important data along the way. Business processes help everyone follow best practices, even when handling situations that don’t occur very often. You complete a step by entering data or marking the step completed in the process bar at the top of the screen. When all the steps are done, you can move on to the next stage
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Lead to Order-Step-by-Step instructions Link

​https://www.microsoft.com/en-us/dynamics/crm-customer-center/nurture-sales-from-lead-to-order.aspx_
Managing a lead:
https://www.microsoft.com/en-US/dynamics/marketing-customer-center/manage-leads.aspx

Sample Data

Superstore data sample 1
sample_-_superstore_sales__excel___1_.xls
File Size: 3026 kb
File Type: xls
Download File

  • Home
  • Publications
  • MY COURSES
    • Artificial Intelligence
    • HTML
    • Python
    • Excel Basics >
      • Cell References
      • Charts & Filtering
      • Basic Functions
      • Filtering
      • VLookUp
      • Pivot Tables
      • HLookUp
      • SumIF & SumIFS
    • Online Analytics & SEO >
      • PowerBI Desktop / Analytics
    • Project Management Tools
    • Digital Footprint
    • CRM-Hubspot & Dynamics
  • CV
  • Contact