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所在平台: Udemy |
课程主页: https://www.udemy.com/course/build-a-podio-crm-in-no-time/
课程评论：没有评论
**课程名称：** 快速搭建 Podio CRM **课程概述：** 本课程旨在教授学员如何利用 Podio 平台快速设计和构建一个定制化的客户关系管理（CRM）系统。课程强调了市面上许多 CRM 软件在使用核心功能时价格昂贵且无法满足特定公司需求的问题。作者分享了他们从 MrFlow 经验中发现 Podio 及其成为 Citrix (Podio) 解决方案顾问的历程，并希望通过本课程分享其构建 Podio CRM 的专业知识。 **课程内容：** * **Podio 结构与定价：** 了解 Podio 的基本结构和定价模式，以便根据业务需求进行扩展。 * **客户应用设置：** 学习如何创建和配置用于管理客户信息的应用。 * **组织应用设置与关系：** 了解如何建立与客户应用相关的组织应用，并掌握 Podio 中的关系设置。 * **Podio 核心功能：** 掌握 Podio 的强大功能，包括“邮件转事项”、“Web 表单”、“视图”和“报表”等。 * **基础工作流：** 学习创建基础工作流，提升工作效率。 * **Globiflow 扩展工作流：** 深入学习使用 Globiflow 实现后端流程的完全自动化。 * **实用资源与技巧：** 提供获取更多帮助和进一步学习的链接及建议。 **适用人群：** 希望构建定制化 CRM 系统，特别是需要自动化后端流程的企业和个人。
Finding the best Customer Relationship Management software out there isn't easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find: The software becomes way too expensive when you want to start using the cool featuresIt isn't able to provide the 10% of functionality my company needed specifically. Luckily, we at Mrflow have found Podio and quickly became one of it's 500.000 customers. We build most of our customer's back-offices from a Podio standard now. We've become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time. You will learn: About the structure and pricing of Podio to be able to scale your back-office right awaySetting up your own customers appSetting up an organizations app that has a relation to the customers app, and more about relationshipsAll Podio's great features like 'email to item', 'webforms', 'views' and 'reports'Basic workflows that make working with Podio so very coolExtended workflows with Globiflow, which enables you to COMPLETELY automate your back-officeAnd of course many links and tips to get you started or where you can find more extensive help if you might need it.
