Masterclass Certificate in CRM for Real Estate Investors
-- ViewingNowThe Masterclass Certificate in CRM for Real Estate Investors is a comprehensive course designed to equip learners with the essential skills needed to excel in the real estate industry. This course highlights the importance of Customer Relationship Management (CRM) systems in managing and growing a real estate business.
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GBP £ 140
GBP £ 202
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โข CRM Fundamentals: Understanding CRM (Customer Relationship Management) and its importance in real estate investing. Exploring different CRM systems and their features.
โข Data Management: Collecting and organizing data in CRM. Managing leads, contacts, properties, and deals. Importing and exporting data.
โข CRM Customization: Customizing CRM to fit specific needs. Creating custom fields, layouts, and workflows. Building reports and dashboards.
โข Automation: Automating repetitive tasks in CRM. Creating email templates and workflows. Setting up automated follow-ups and reminders.
โข Integration: Integrating CRM with other tools and services. Connecting CRM with email, calendar, and marketing platforms. Using APIs for custom integrations.
โข Security and Compliance: Ensuring data security in CRM. Implementing best practices for passwords, user access, and data backups. Understanding compliance requirements for data handling.
โข User Adoption: Encouraging user adoption of CRM. Training users on CRM features and functions. Providing ongoing support and resources for users.
โข Analysis and Improvement: Analyzing CRM data for insights and trends. Identifying areas for improvement in CRM processes and workflows. Implementing changes and measuring results.
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