LP – CRM Software Success Strategies

The objective the Core CRM Software Success Strategies is to provide professionals with the What, Why, and How for getting the most out if this powerful application. The instruction that you will receive in this course is vital in the professionals role for building, maintaining and managing a successful sales practice. Each of the lesson will serve as a checklist for what you will need to know about the CRM software application, and the activities you will need to engage in to seamlessly integrate the CRM strategies into your daily business development and customer relationship management activities.

If you like it, share it

About This Training Program

The CRM Success Strategies training program is a very important learning plan that is designed to teach the professional, regardless of skill level or position, how to leverage the power of the CRM software to do their jobs daily. The professional will be taught how the application works, how their accurate data entry impacts the prebuilt marketing programs that start the follow up process; promotes the services from the different departments within the dealership; and triggers the reminders for the repeat and referral business on which their future income depends. They will also be taught how to maintain the database which is the core of the system on which all the business development and customer relationship management strategies and processes depend.

It’s impossible to build a large and profitable book of business & sustain it, without learning how to correctly use your CRM software.

What Your Team Will Learn:

  • How CRM software actually works
  • How and why to set up campaigns, workflows, and triggers
  • How to Maintain & Manage the Customer Database

Who Should Attend This Training Program:

  • This course is self-paced.
  • This course may contain lessons that include a series of topics.
  • All topics must be completed before moving on to the next lesson.
  • Email notification will be sent when next lessons are accessible.
  • Upon successful completion of the entire course, the professional will receive a course badge, a certificate of completion, and CEU credits towards annual recertification.


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.

One license for one user

Multiple licenses for team management

$169.00 - Purchase This Course