A Complete Guide to Bitrix24 CRM

所在平台: Udemy

课程主页: https://www.udemy.com/course/a-complete-guide-to-bitrix24-crm/

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课程简介

**课程名称:Bitrix24 CRM 完全指南** **课程概述:** 本课程为商业管理专业的学生和希望学习客户关系管理的职场人士提供深入的Bitrix24 CRM软件使用指导。Bitrix24是一款强大的基于SaaS的CRM软件,能够帮助您高效处理日常业务流程,包括项目管理、任务分配、市场活动、邮件处理、客户支持中心、销售漏斗等。 **课程涵盖的主要内容:** * **用户界面和设置:** 深入了解Bitrix24的各项功能和配置。 * **潜在客户、联系人和公司管理:** 有效地管理您的客户信息。 * **市场活动管理:** 规划、执行和跟踪您的营销活动。 * **销售漏斗:** 详细了解和管理销售流程,将潜在客户转化为商机。 * **开票和支付:** 处理报价、订单和发票的开具。 * **任务和日历:** 高效地安排和管理您的工作日程。 * **通话记录和客户支持:** 记录客户沟通,并提供专业的客户支持。 **课程目标人群:** * **销售专业人士:** 学习如何有效地跟进潜在客户,通过发送报价将其转化为交易,并在客户确认采购订单后发送发票。 * **市场营销专业人士:** 掌握如何创建市场活动和推广项目,以及如何在线协作和执行这些项目,并进行后续跟进。 * **支持/服务人员:** 学习如何高效地跟进客户提出的支持问题和服务请求,并管理客户特定的服务需求。 * **管理专业人士:** 能够通过Bitrix24跟踪各部门的活动,并生成工作进度和销售漏斗等报告,从而集中监控员工的业务活动和进展。

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The Topics we have covered in the Bitrix24 CRM Course are deep insight to User Interface, Settings, working with Leads/Contacts/Companies and Campaign, working with Sales Funnel, Billing and Invoicing, Tasks and Calendars, Call Logs and Customer Support. This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Bitrix24 CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc. If you are a Sales Professional the with the help of Bitrix24 CRM you can efficiently follow Leads and convert them into Deals by sending Quotations. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel. If you are a Marketing Professional with the help of Bitrix24 CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up. If you are Support/Service Personnel with the help of Bitrix24 CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request. If you are a Management Professional with the help of Bitrix24 CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

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