Introduction to OneLern CRM
FortunaPIX
Enrollment in this course is by invitation only
Course Overview
The Introduction to Mobile CRM course provides an essential foundation for understanding and effectively utilizing Mobile Customer Relationship Management (CRM) tools. As mobile devices become increasingly prevalent in today's business landscape, harnessing the power of Mobile CRM becomes vital for businesses to engage with customers and optimize their sales, marketing, and customer service processes on-the-go. This course will introduce participants to the key concepts, benefits, and practical applications of Mobile CRM in various business contexts.
Course Duration: 1-2 days (can be adjusted based on the level of depth and practical exercises)
Course Objectives
- Understand the fundamental concepts and benefits of CRM in the context of mobile devices.
- Explore different types of mobile CRM systems and their functionalities.
- Learn how to develop mobile CRM applications and optimize user experience.
- Understand the importance of data security and privacy in mobile CRM.
- Explore integration options with existing CRM systems and other business tools.
- Gain practical insights into managing customer interactions, sales opportunities, and data analysis through mobile CRM.
- Identify best practices and strategies for successful mobile CRM implementation.
- Stay updated on emerging trends and advancements in the mobile CRM field.
Course Syllabus
Module 1 - Mobile CRM Training Material
Module 2 - Attendance
Module 3 - School Data - Adding, Editing
Module 4 - Opportunities
Module 5 - Working with Expense Reports
Module 6 - Adding Activities - Sales
Module 7 - Weekly Review - Sales
Module 8 - Dashboards - Working with Reports
GENERAL INFORMATION
- This course is self-paced.
- It can be taken at any time.
RECOMMENDED SKILLS PRIOR TO TAKING THIS COURSE
- Basic Mobile CRM Usage
Click on the link below to access the user manual:
FPIX User Manual (PDF/word..)No specific prerequisites are required for this course. However, a basic understanding of customer relationship management principles and mobile technologies will be beneficial.
Course Authors
Naga Pavan
Email Id- pavankumar.b@fortunapix.com
Teja Yeleswarapu
Email Id- teja.yeleswarapu@fortunapix.com
Lakshmi Narayana
Email Id- lakshminarayna.r@fortunapix.comFrequently Asked questions
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