About This Training Program

This training course explains the System #6 method, i.e. the various CRM strategies for organizing clients. It teaches professionals a definitive strategy for their CRM software in order to make informed decisions based on lead typesThis course describes how professionals should vet each customer interaction to provide relevant content throughout the customer relationship management process. At the end of this course, professionals understand the importance of a well configured CRM system and the marketing sequences available to maximize CRM usage throughout the selling process.

What You Will Learn

  • Best Practices for Organizing Client Follow Up 
  • Determine Long-Term vs. Short-Term Client Strategy 
  • Develop Client Types & Proper Vetting System 
  • CRM Marketing Sequences

How Will This Training Be Applied

  • To execute Business Development activities
  • To execute Customer Relationship Management activities
  • To keep the CRM database pure & productive
  • To improve Customer Satisfaction, Profits and more…

What You Can Expect

  • Self-paced course 
  • Lessons that include a series of topics 
  • Series of topics to be completed before moving to next lesson 
  • Email notifications when next lessons are accessible 
  • Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion.


Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course