About This Training Program
This course outlines the System #5 method, i.e. strategies for automating customer touchpoints. The course emphasizes standardization of data collection into a well-configured CRM software to segment lead types and deliver customized communication. At the end of the course, professionals can better manage customer data, customize marketing sequences and campaigns, and automate touchpoints to manage a large sales practice effectively. Â
What You Will Learn
- Standardize Data CollectionÂ
- Segment Lead TypesÂ
- Automate Touchpoints Â
- Customize CommunicationsÂ
- Personalize Marketing SequencesÂ
What You Can Expect
- Self-paced courseÂ
- Lessons that include a series of topicsÂ
- Series of topics to be completed before moving to next lessonÂ
- Email notifications when next lessons are accessibleÂ
- Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion Â