This course outlines the System #5 method, i.e. strategies for automating customer touchpoints. The course emphasizes standardization of data collection into a well-configured CRM software to segment lead types and deliver customized communication. At the end of the course, professionals can better manage customer data, customize marketing sequences and campaigns, and automate touchpoints to manage a large sales practice effectively.
What You Will Learn
Standardize Data Collection
Segment Lead Types
Personalize Marketing Sequences
What You Can Expect
Lessons that include a series of topics
Series of topics to be completed before moving to next lesson
Email notifications when next lessons are accessible
Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion
Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.