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所在平台: Udemy |
课程主页: https://www.udemy.com/course/create-your-own-crm-system-in-excel-includes-template/
课程评论：没有评论
课程名称：Excel 101：在 Excel 中创建自己的 CRM 大师班 课程概述：您是否对客户关系管理 (CRM) 软件的高昂价格感到不安？您是否希望能够根据您的需求自定义系统？您是否希望利用微软 Excel 的强大功能，构建自己的 CRM 系统？如果您对以上任何问题回答 "是"，那么这门课程就是为您量身定做的！课程内容已更新，加入了新的材料。立即注册，加入我所教授的超过 100,000 名成功学生的行列。 课程优势： 1. 学生可以终身访问课程讲座，包括所有新讲座、作业、测验和下载内容。 2. 学生可以提出问题，并会得到详细的解答。 3. 课程由一位拥有成功经验的专业人士授课。 附加理由：Udemy 提供 30 天 100%退款保证，如果您不喜欢这门课程，可以全额退款！另外，您还可以下载并使用课程中构建的模板（如果您没有自己制作）。 近期评价：Pat M. 表示：“这正是我一直在寻找的。我知道 Excel 足够强大，可以满足我的 CRM 需求，但不确定如何开始。这门课程从零开始，全面指导构建模型。确实是我所需要的，就像有一个私人教练在旁边。强烈推荐！” 课程内容： - 学习 Excel 的基础知识（初学者适用，中级/高级用户可以跳过）。 - 从空白工作簿开始，构建您想要跟踪的所有数据字段（完全可自定义）。 - 创建预定义列表，以限制用户在某些字段中的选择。 - 输入客户数据（用于测试和演示目的）。 - 对数据执行过滤，展示使用的便捷性。 - 创建数据透视表报告，以汇总大量数据。 - 创建关键指标的仪表板报告，例如每个销售周期阶段的客户数量。 - 学习避免错误的方法，以及最佳商业实践。 - 教您如何利用这些信息做出明智的决策。 课程将使您深刻感受到 CRM 系统的强大。您可以随时通过课程论坛提问，我会很高兴回答您的所有问题。 讲师介绍：Chris Benjamin，MBA 和 CFO，拥有超过 25 年的会计、财务、财务报告、小企业和 CRM 系统的经验。Chris 在大中型公司工作了前 10 年，积累了稳固的会计流程和管理经验。之后，他进入 CFO 咨询行业，帮助成长型公司实施最佳商业实践。 立即点击 “立即购买” 学习如何在 Excel 中创建动态的 CRM 系统！
Do The High Prices of Customer Relationship Management CRM Software Packages Make You Cringe?Do You Want To Ensure You Can Customize A System Specific To Your Needs?Do You Want To Harness The Power of Microsoft Excel And Build Your Own CRM System?Do You Want To See How Easy It Is To Build Your Own Custom CRM From Start To Finish?If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You!*** Updated with new content! ***Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!Three reasons to TAKE THIS COURSE right now:You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads You can ask me questions and see me respond to every single one of them thoroughly! You will are being taught by a professional with a proven track record of success!Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!Bonus reason: You get to download and use the template we build in the course (if you don't build your own that is)Recent Review:Pat M. says: "Exactly what I've been looking for. I knew that Excel was powerful enough to handle my CRM needs but really wasn't sure where to start building one. This course started from scratch and goes the entire way through building a model. Really is exactly what I needed, like having a personal coach right beside you. Highly recommended!"Why You Should Take This Course With Me:Have you ever wanted to take control of your sales pipeline and customer relationship management? Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer? You have come to the right place! With just a copy of Microsoft Excel, a little bit of time and this course, you'll have your own fully custom CRM system in next to no time!In this course we start with the basics of Excel so even a beginner will be able to build the template. From there, we take a blank workbook, and start building our CRM system. By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!What We Do In The Course: Learn the basics of Excel (for beginners, intermediate/advanced can skip)Start with a blank workbookBuild all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)Create predefined lists so users are limited in their choices for some fieldsEnter customer data (for testing and demo purposes)Run filters on data to demonstrate the ease of useCreate pivot table reports to summarize large quantities of dataCreate a dashboard report with the key metrics you would want out of your CRM, for example, number of customers at each stage of the sales cycleLearn what NOT to do as well - only the best business practices Teach you how to then use that information to make informed decisionsAnd Much More!!! You will be truly impressed with the power of the CRM system. At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions. ***CLICK "BUY NOW" AND LEARN HOW CREATE A DYNAMIC CRM SYSTEM IN EXCEL! ***About The InstructorChris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and CRM systems. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors. The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more. Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!Chris Benjamin, Instructor, CFO & MBA
