Excel 101: Create Your Own CRM In Excel Masterclass

🌟 2023 Update: Includes Template! 🌟

Excel 101: Create Your Own CRM In Excel Masterclass 🚀

Do The High Prices of Customer Relationship Management (CRM) Software Packages Make You Cringe? 🤑

Are you looking to ensure you can customize a system specific to your business needs?

Do you want to harness the power of Microsoft Excel and build your own CRM system?

Are You Eager to See How Easy It Is To Build Your Own Custom CRM From Scratch to Finish? 🛠️✨

If you answered "Yes" to any of the above, this course is tailor-made for you! 🎓

*** Updated with new content! ***

Why Take This Course With Me? 🤔

As a Top Rated Udemy instructor, I've taught over 100,000+ students, and I can help you too. Here are three compelling reasons to enroll in this course right now:

1. Lifetime Access: Gain unlimited access to all new lectures, assignments, quizzes, and downloadable content! 📚

2. Direct Interaction: Ask me questions directly and receive detailed responses! 💬

3. Proven Success: Learn from a professional with over 25 years of experience in finance, accounting, and CRM systems. 🏆

Course Outline 📈

We'll start with a blank workbook and by the end, you'll have a fully functional CRM system tailored to your needs. Here's what we'll cover:

1. Setting Up Your Workbook: We begin with a clean slate, ready for customization. 📝

2. Custom Data Fields: Tailor the data fields to track whatever is relevant for your business. 🔍

3. Predefined Lists: Implement predefined lists for standardized data entry where necessary. 📚

4. Data Entry and Testing: Enter customer data to test and demonstrate the CRM's capabilities. 🖱️

5. Advanced Filtering: Learn how to filter data for quick insights and decision-making. 🔎

6. Pivot Table Reports: Summarize large datasets with pivot tables, highlighting key metrics. 📊

7. Dashboard Creation: Create a dashboard report that provides an overview of the sales cycle stages and other crucial information. 📈

8. Best Practices: Understand what not to do when managing your CRM system for best business practices. ✅

9. Informed Decision-Making: Utilize the data and reports to make smart, informed decisions for your business. 🧠

About The Instructor 👨‍💼

Chris Benjamin, MBA & CFO is a seasoned finance professional with over 25 years of experience in accounting, finance, and CRM systems. Having worked in corporate settings and as a CFO Consultant, Chris brings a wealth of knowledge to the table. He's passionate about sharing his expertise with students like you.

CLICK "BUY NOW" AND LEARN HOW TO CREATE A DYNAMIC CRM SYSTEM IN EXCEL! 🛠️💻

Don't let expensive software dictate your business processes. With Excel and this course, you're equipped to create a system that fits your unique needs. Join us today and transform the way you manage customer relationships! 🚀

Enroll Now and Take the First Step Towards Mastering Your CRM in Excel! 🎯