Lesson 1: Introduction to CRM for Virtual Assistants and Setting Up and Managing CRM Tools
Video Lesson
Coming Soon!
Lesson 1: Introduction to CRM for Virtual Assistants and Setting Up and Managing CRM Tools
- What is CRM?
- Definition and importance in business.
- CRM for virtual assistants: roles and responsibilities.
- Benefits of CRM for Small Businesses
- Streamlining client interactions.
- Boosting customer satisfaction and retention.
- Types of CRM Software
- Overview of popular platforms: HubSpot, Salesforce, Zoho, and Trello.
- Choosing the right CRM based on client needs.
- CRM Setup and Customization
- Setting up accounts and permissions.
- Customizing pipelines, dashboards, and workflows.
- Managing Customer Data
- Importing and organizing client data.
- Using tags, filters, and segmentation effectively.
- Automation in CRM
- Setting up email sequences and reminders.
- Automating follow-ups and task assignments.
Note: You can start watching the lessons in advance, but you can only submit portfolios after joining the LIVE sessions/Orientation and during your scheduled batch if applicable.