Sales Fundamentals: What is a CRM System?

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Course features
  • Category: Sales
  • Course Length: 7 minutes
  • Series: Fundamentals
  • Video Length: 3.25 minutes
  • Author: The URL dr
  • Resources: Benefits of a CRM Checklist 
Course overview
In this micro course, you’ll learn what a customer relationship management (CRM) system is and what it can do. You'll learn the features of CRM software. You’ll also explore how CRM systems can help you build relationships with prospects and customers. 
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Course Learning Objectives
  • Define a CRM
  • Explore what a CRM is used for
  • Identify CRM features
  • Explore how to use CRM's to build relationships with prospects and customers
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Certification included
Downloadable certificate upon completion.

Using a CRM system to increase sales efficiencies

Explore customer relationship management (CRM) software and how sales departments and organizations use them. Customer relationship management is most often accomplished with systems that help salespeople keep track of all sales-related activities. If your company has a CRM system, you, as the new salesperson, can access all the organization’s information about the customer. What’s more, the previous salesperson’s meeting notes would be available, giving you the insight you need to start rebuilding the relationship with the customer.
What We Offer

What's included in this online course?


Professional video is included with every course, discussing main topics and recapping key learning points.

Knowledge Checks

Check your retention of material and concepts with fun knowledge checks in the form of quizzes and games.

Engaging Material

Interactive elements, scenarios, and knowledge checks make learning entertaining and boost comprehension. 

Business Soft Skills

Critical knowledge to increase your value to your employer. Study at your own pace, at home or on the go.

Additional Resources

A list of additional resources is included with each course, directing students to extra material for further study.

Summary / Checklist

Each course comes with a summary of the key areas taught, in addition to a checklist for immediate implementation of ideas.
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Skills you'll learn in this course

Business Software


Business Operations

Kim Merritt

Kim Merritt, The URL dr, has been teaching and training the business community for over thirty years. Her company's line of business soft skill micro courses are a quick and effective way to master a new competency in fifteen minutes or less. 
Patrick Jones - Course author